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 %
RFWA
1326
RPg Family Wealth Advisory
Massachusetts
$3.55M +$3.55M +12,772 New
SIG
1327
Sky Investment Group
Connecticut
$3.55M -$101K -362 -3%
NFG
1328
Nadler Financial Group
Illinois
$3.54M -$377K -1,355 -10%
BA
1329
Birinyi Associates
Connecticut
$3.54M +$292K +1,050 +9%
BCM
1330
Blume Capital Management
California
$3.54M -$70.9K -255 -2%
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$3.54M +$344K +1,239 +11%
GTAM
1332
Global Trust Asset Management
Florida
$3.53M -$34.5K -124 -1%
AMIM
1333
Aull & Monroe Investment Management
Alabama
$3.53M -$55.6K -200 -2%
LOAMS
1334
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.52M +$1.99M +7,148 +130%
Fuller & Thaler Asset Management
1335
Fuller & Thaler Asset Management
California
$3.51M -$584K -2,100 -14%
KPW
1336
Kore Private Wealth
New York
$3.51M +$616K +2,216 +21%
AA
1337
Apriem Advisors
California
$3.51M – – –
CWA
1338
Canvas Wealth Advisors
Kansas
$3.51M +$90.3K +325 +3%
HWA
1339
HCR Wealth Advisors
California
$3.5M -$2.78K -10 -0.1%
MFA
1340
Mayflower Financial Advisors
Massachusetts
$3.5M +$1.45M +5,214 +71%
IIC
1341
Integrated Investment Consultants
Michigan
$3.49M +$205K +738 +6%
PTP
1342
Platform Technology Partners
New York
$3.49M +$3.49M +12,558 New
TA
1343
Tiedemann Advisors
New York
$3.47M -$93.4K -336 -3%
PIA
1344
Perennial Investment Advisors
California
$3.47M -$2.22K -8 -0.1%
ATI
1345
Act Two Investors
California
$3.47M -$263K -948 -7%
CFMC
1346
Curbstone Financial Management Corp
New Hampshire
$3.47M -$47.2K -170 -1%
ARC
1347
Advisor Resource Council
Texas
$3.47M +$3.47M +12,485 New
MYLI
1348
Meiji Yasuda Life Insurance
Japan
$3.47M +$274K +985 +9%
RA
1349
RFG Advisory
Alabama
$3.46M +$80K +288 +2%
HNW
1350
High Note Wealth
Minnesota
$3.46M -$10K -36 -0.3%
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