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 %
ATPW
1426
Ashton Thomas Private Wealth
Arizona
$3.06M +$27.5K +99 +0.9%
BM
1427
Bislett Management
California
$3.06M – – –
RSWM
1428
Robertson Stephens Wealth Management
California
$3.04M -$75.9K -273 -2%
LSPW
1429
Lake Street Private Wealth
Illinois
$3.04M +$26.3K +94 +0.9%
SAM
1430
Soditic Asset Management
United Kingdom
$3.04M – – –
SCG
1431
Sonata Capital Group
Washington
$3.03M +$289K +1,039 +11%
VWA
1432
Visionary Wealth Advisors
Illinois
$3.03M +$270K +972 +10%
STA
1433
Summit Trail Advisors
New York
$3.02M +$31.1K +112 +1%
BIM
1434
Barton Investment Management
Pennsylvania
$3.02M -$298M -10,761 -99%
FFC
1435
Fure Financial Corporation
Minnesota
$3.02M -$311K -1,120 -9%
DFA
1436
Delta Financial Advisors
Louisiana
$3.01M +$7.5K +27 +0.2%
NNP
1437
Nachman Norwood & Parrott
South Carolina
$3M -$12.8K -46 -0.4%
CFG
1438
Citizens Financial Group
Rhode Island
$3M +$511K +1,837 +20%
MWA
1439
Meridian Wealth Advisors
Texas
$3M +$13.9K +50 +0.5%
TCWA
1440
Ten Capital Wealth Advisors
Washington
$2.99M -$140K -504 -4%
AOWM
1441
Alpha Omega Wealth Management
Virginia
$2.98M -$62K -223 -2%
CAM
1442
Centre Asset Management
New York
$2.97M -$1.6M -5,740 -35%
HFM
1443
Hartford Financial Management
Connecticut
$2.96M -$81.4K -293 -3%
BW
1444
Bison Wealth
Georgia
$2.96M -$152K -546 -5%
DA
1445
Duality Advisers
Florida
$2.96M +$2.96M +10,637 New
WWM
1446
Windsor Wealth Management
Indiana
$2.95M +$219K +788 +8%
FA
1447
FDx Advisors
Illinois
$2.95M +$195K +703 +7%
CPIA
1448
Cornell Pochily Investment Advisors
New York
$2.94M -$20.8K -75 -0.7%
CWA
1449
Capital Wealth Alliance
Arizona
$2.93M -$21.8K -80 -0.7%
MA
1450
MONECO Advisors
Connecticut
$2.93M -$91.7K -330 -3%
56 57
58
59 60