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 %
TPWA
1301
TRUE Private Wealth Advisors
Oregon
$3.68M -$132K -476 -3%
CH
1302
Canton Hathaway
Rhode Island
$3.68M -$22.5K -81 -0.6%
ECM
1303
EagleClaw Capital Management
Massachusetts
$3.68M -$97.3K -350 -3%
CPA
1304
Cowen Prime Advisors
New York
$3.67M +$20.8K +75 +0.6%
RCA
1305
Resonant Capital Advisors
Wisconsin
$3.65M +$56.4K +203 +2%
AP
1306
Appleton Partners
Massachusetts
$3.65M +$98.1K +353 +3%
IFG
1307
Investors Financial Group
Minnesota
$3.64M -$50K -180 -1%
ACM
1308
Allred Capital Management
Texas
$3.64M -$132K -474 -3%
EWM
1309
Empirical Wealth Management
Washington
$3.63M +$912K +3,283 +34%
EW
1310
Evoke Wealth
California
$3.63M +$1.04M +3,749 +40%
SMA
1311
Sage Mountain Advisors
Georgia
$3.63M +$106K +380 +3%
CFO
1312
CVA Family Office
Colorado
$3.62M +$935K +3,366 +35%
B
1313
Bellecapital
Switzerland
$3.61M -$269K -968 -7%
KC
1314
Kingfisher Capital
North Carolina
$3.61M -$24.5K -88 -0.7%
VIA
1315
Vident Investment Advisory
Georgia
$3.61M +$1.19M +4,275 +49%
IPGDR
1316
Investidor Profissional Gestao de Recursos
Brazil
$3.61M -$6.05M -21,762 -63%
NSIM
1317
North Star Investment Management
Illinois
$3.59M +$56.1K +202 +2%
HCA
1318
Hyperion Capital Advisors
New York
$3.58M – – –
IHL
1319
Investment House LLC
California
$3.57M +$225K +810 +7%
HCA
1320
Horan Capital Advisors
Ohio
$3.57M +$91.4K +329 +3%
PFM
1321
Parsec Financial Management
North Carolina
$3.57M -$184K -661 -5%
MCM
1322
Mitchell Capital Management
Kansas
$3.57M +$298K +1,073 +9%
Dodge & Cox
1323
Dodge & Cox
California
$3.56M – – –
CAM
1324
Cozad Asset Management
Illinois
$3.56M -$79.2K -285 -2%
OPA
1325
Old Port Advisors
Maine
$3.55M -$95.2K -342 -3%
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