BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,043 hedge funds and large institutions have $242B invested in Berkshire Hathaway Class B in 2021 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,160 increasing their positions, 1,235 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,043
Holders Change
+37
Holders Change %
+1.23%
% of All Funds
53.13%
Holding in Top 10
462
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.65%
% of All Funds
8.07%
New
158
Increased
1,160
Reduced
1,235
Closed
82
Calls
$4.97B
Puts
$4.32B
Net Calls
+$644M
Net Calls Change
-$653M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.83B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$325M
3
Citadel Advisors
Citadel Advisors
Florida
+$289M
4
Barclays
Barclays
United Kingdom
+$264M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$248M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$123B
2
Bank of America
Bank of America
North Carolina
-$466M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$465M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$328M
5
Norges Bank
Norges Bank
Norway
-$318M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1226
Grimes & Company
Massachusetts
$4.18M -$713K -2,565 -15%
WOSD
1227
WFA of San Diego
California
$4.18M -$55.9K -201 -1%
HIM
1228
Harbour Investment Management
Washington
$4.18M -$6.95K -25 -0.2%
QCMNJ
1229
Quantum Capital Management (New Jersey)
New Jersey
$4.17M -$12.2K -44 -0.3%
MMPW
1230
Mitchell McLeod Pugh & Williams
Alabama
$4.17M +$115K +413 +3%
BRCM
1231
Bright Rock Capital Management
Massachusetts
$4.17M +$4.17M +15,000 New
SA
1232
Strategic Advisors
New York
$4.16M +$198K +714 +5%
ARMT
1233
Amica Retiree Medical Trust
Rhode Island
$4.16M – – –
EWA
1234
Evolution Wealth Advisors
Florida
$4.16M +$13.6K +49 +0.3%
FBA
1235
Front Barnett Associates
Illinois
$4.15M – – –
SVWAG
1236
Sound View Wealth Advisors Group
Georgia
$4.15M -$220K -792 -5%
PCP
1237
Proficio Capital Partners
Massachusetts
$4.15M +$152K +546 +4%
CCM
1238
Compton Capital Management
Rhode Island
$4.14M -$200K -719 -5%
PAI
1239
Pittenger & Anderson Inc
Nebraska
$4.11M -$8.06K -29 -0.2%
YWP
1240
YorkBridge Wealth Partners
New York
$4.11M -$2.78K -10 -0.1%
MSA
1241
Marino Stram & Associates
Massachusetts
$4.11M +$2.37M +8,516 +136%
HA
1242
Heartland Advisors
Wisconsin
$4.09M -$818K -2,943 -17%
RMCM
1243
Reynders McVeigh Capital Management
Massachusetts
$4.06M +$18.6K +67 +0.5%
RWM
1244
Ritholtz Wealth Management
New York
$4.05M +$765K +2,751 +23%
BCA
1245
Bay Colony Advisors
Massachusetts
$4.03M +$363K +1,305 +10%
SCA
1246
Snowden Capital Advisors
New York
$4.03M +$1.2M +4,316 +42%
4WM
1247
4J Wealth Management
Virginia
$4.02M -$12.8K -46 -0.3%
BHTS
1248
Bar Harbor Trust Services
Maine
$4.01M +$118K +425 +3%
CC
1249
Centiva Capital
New York
$4M +$3.25M +11,699 +432%
SBIA
1250
Sheaff Brock Investment Advisors
Indiana
$4M -$207K -745 -5%
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