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 %
PA
1401
PFG Advisors
Arizona
$3.18M +$475K +1,708 +18%
HPWM
1402
Highland Private Wealth Management
Washington
$3.17M -$11.4K -41 -0.4%
AWE
1403
Avidian Wealth Enterprises
Texas
$3.16M +$503K +1,811 +19%
LIM
1404
Lathrop Investment Management
Arkansas
$3.16M +$33.9K +122 +1%
CAG
1405
Curtis Advisory Group
California
$3.15M +$25.8K +93 +0.8%
IA
1406
IndexIQ Advisors
New York
$3.15M -$26.4K -95 -0.8%
RFA
1407
Reilly Financial Advisors
California
$3.14M +$541K +1,945 +21%
LIM
1408
Leavell Investment Management
Alabama
$3.14M – – –
HCM
1409
Hodges Capital Management
Texas
$3.13M +$306K +1,100 +11%
TSS
1410
Thomas Story & Son
Indiana
$3.12M -$180K -647 -5%
TCM
1411
Traynor Capital Management
Pennsylvania
$3.11M +$191K +686 +7%
BA
1412
Bridgewater Advisors
New York
$3.11M -$125K -449 -4%
HC
1413
Hourglass Capital
Texas
$3.11M -$8.34K -30 -0.3%
CIC
1414
Chilton Investment Company
Connecticut
$3.1M -$290K -1,042 -9%
MCM
1415
Marathon Capital Management
Maryland
$3.1M -$27.8K -100 -0.9%
SC
1416
Skylands Capital
Wisconsin
$3.1M -$1.75M -6,300 -36%
CANY
1417
Caxton Associates (New York)
New York
$3.09M +$3.09M +11,131 New
IFWM
1418
Institute for Wealth Management
Colorado
$3.09M +$40K +144 +1%
OAMG
1419
Odey Asset Management Group
United Kingdom
$3.09M -$1.8M -6,482 -37%
ACA
1420
Atlas Capital Advisors
Wyoming
$3.08M +$90.3K +325 +3%
CWM
1421
Cornerstone Wealth Management
Missouri
$3.08M +$79.8K +287 +3%
BA
1422
Bellwether Advisors
Nebraska
$3.08M -$19.5K -70 -0.6%
MSR
1423
Main Street Research
Connecticut
$3.07M -$14.5K -52 -0.5%
LA
1424
Lynch & Associates
Indiana
$3.07M +$17.2K +62 +0.6%
TI
1425
Trexquant Investment
Connecticut
$3.06M -$1.51M -5,435 -33%
55 56
57
58 59