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 %
VA
1451
Valmark Advisers
Ohio
$2.93M +$206K +742 +8%
CAS
1452
Cascadia Advisory Services
Oregon
$2.92M +$258K +928 +10%
TMAM
1453
Tokio Marine Asset Management
Japan
$2.92M +$302K +1,088 +12%
LIA
1454
LBMC Investment Advisors
Tennessee
$2.92M – – –
BOS
1455
Bingham Osborn & Scarborough
California
$2.92M +$679K +2,444 +30%
RBFC
1456
Roman Butler Fullerton & Co
Missouri
$2.91M +$20.8K +75 +0.7%
OIM
1457
Orca Investment Management
Oregon
$2.9M -$252K -905 -8%
FPCP
1458
Fort Point Capital Partners
California
$2.9M – – –
PFA
1459
Professional Financial Advisors
Nebraska
$2.9M +$464K +1,681 +19%
JFA
1460
JNBA Financial Advisors
Minnesota
$2.89M +$14.5K +52 +0.5%
IAIM
1461
International Assets Investment Management
Florida
$2.89M -$2.35M -8,467 -45%
VCA
1462
Verdence Capital Advisors
Maryland
$2.89M -$28.6K -103 -1%
EP
1463
EPIQ Partners
Minnesota
$2.88M -$19.5K -70 -0.7%
PWA
1464
Phoenix Wealth Advisors
North Carolina
$2.87M -$85.1K -307 -3%
CBFP
1465
Cedar Brook Financial Partners
Ohio
$2.87M +$382K +1,373 +15%
Legacy Financial Group (Iowa)
1466
Legacy Financial Group (Iowa)
Iowa
$2.87M +$2.22K +8 +0.1%
SDH
1467
Sloy Dahl & Holst
Washington
$2.86M -$309K -1,113 -10%
GI
1468
Glovista Investments
New Jersey
$2.86M -$27.8K -100 -1%
JIP
1469
Jaffetilchin Investment Partners
Florida
$2.86M +$55K +198 +2%
WPA
1470
Winning Points Advisors
Florida
$2.86M -$73.4K -306 -3%
GKWIM
1471
Gerber Kawasaki Wealth & Investment Management
California
$2.86M +$346K +1,244 +14%
BBHBI
1472
B, B, H, & B Inc
Alabama
$2.85M +$43.6K +157 +2%
AWM
1473
Aberdeen Wealth Management
Illinois
$2.85M -$2.28M -8,197 -44%
PS
1474
Portfolio Strategies
New York
$2.84M – – –
FNBSF
1475
First National Bank Sioux Falls
South Dakota
$2.84M -$249K -895 -8%
57 58
59
60 61