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 %
BDF
1501
Balasa Dinverno & Foltz
$2.72M +$121K +434 +5%
WA
1502
WealthTrust Axiom
Pennsylvania
$2.7M +$55.6K +200 +2%
LFA
1503
Landmark Financial Advisors
Kentucky
$2.7M -$59.5K -214 -2%
BCM
1504
BTR Capital Management
California
$2.7M -$139K -500 -5%
FMBTD
1505
First Midwest Bank Trust Division
Illinois
$2.69M +$47K +169 +2%
MA
1506
Mezzasalma Advisors
New Jersey
$2.68M +$42.3K +152 +2%
GFS
1507
GYL Financial Synergies
Connecticut
$2.67M -$80.9K -291 -3%
MG
1508
Mather Group
Illinois
$2.66M +$159K +571 +6%
NWM
1509
Northwest Wealth Management
Iowa
$2.66M -$2.36M -8,483 -47%
GEA
1510
Glen Eagle Advisors
New Jersey
$2.66M +$334K +1,203 +14%
CPWM
1511
Cardinal Point Wealth Management
California
$2.65M – – –
SIG
1512
Sargent Investment Group
Maryland
$2.65M +$13.6K +49 +0.5%
GWSG
1513
GPS Wealth Strategies Group
Colorado
$2.65M +$123K +442 +5%
ST
1514
Sabal Trust
Florida
$2.64M -$2.78K -10 -0.1%
LRPA
1515
L. Roy Papp & Associates
Arizona
$2.64M -$9.73K -35 -0.4%
V
1516
VeraBank
Texas
$2.63M -$27.8K -100 -1%
MFG
1517
Merit Financial Group
Georgia
$2.63M -$54.5K -196 -2%
OCM
1518
Orser Capital Management
Texas
$2.62M – – –
ACM
1519
Ativo Capital Management
Illinois
$2.61M +$2.61M +9,374 New
RPWA
1520
Regent Peak Wealth Advisors
Georgia
$2.6M +$17.3K +62 +0.7%
LL
1521
LPWM LLC
Minnesota
$2.6M +$125K +444 +5%
RHP
1522
Royal Harbor Partners
Texas
$2.6M +$2.6M +9,351 New
IIM
1523
InTrack Investment Management
Vermont
$2.6M +$56.8K +205 +2%
SS
1524
Sunbelt Securities
Texas
$2.59M -$4.11M -14,793 -61%
BA
1525
Ballast Advisors
Minnesota
$2.59M +$14.7K +53 +0.6%
59 60
61
62 63