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 %
CIM
1526
CIM Investment Management
Pennsylvania
$2.59M -$15K -54 -0.6%
CAAS
1527
Capital Asset Advisory Services
Michigan
$2.59M -$109K -394 -4%
SXL
1528
Summit X LLC
Missouri
$2.57M -$35.1K -126 -1%
DA
1529
Dash Acquisitions
California
$2.56M – – –
QC
1530
Quantedge Capital
Singapore
$2.56M +$2.56M +9,200 New
LFS
1531
Legacy Financial Strategies
Kansas
$2.54M – – –
EWM
1532
Evermay Wealth Management
Virginia
$2.54M -$59.8K -215 -2%
MCCP
1533
Mission Creek Capital Partners
California
$2.54M +$83.6K +301 +3%
YIH
1534
Y-Intercept (HK)
Hong Kong
$2.53M -$72.5K -261 -3%
ACP
1535
Ashfield Capital Partners
California
$2.53M +$230K +827 +10%
SAM
1536
Security Asset Management
New York
$2.53M -$727K -2,614 -22%
BWM
1537
BerganKDV Wealth Management
Minnesota
$2.53M +$184K +662 +8%
LHC
1538
Little House Capital
Massachusetts
$2.52M +$2.52M +9,077 New
SCC
1539
Steel Canyon Capital
Arizona
$2.52M +$2.52M +9,071 New
JWCA
1540
J.W. Coons Advisors
Ohio
$2.52M -$85.8K -308 -3%
WAM
1541
Weatherly Asset Management
California
$2.52M -$34.7K -125 -1%
PFSC
1542
Peoples Financial Services Corp
Pennsylvania
$2.5M +$190K +685 +8%
AC
1543
Apella Capital
Connecticut
$2.5M +$153K +552 +7%
CAGAS
1544
Capital Advisory Group Advisory Services
Minnesota
$2.5M +$1.23M +4,422 +97%
DCM
1545
Dimension Capital Management
Florida
$2.49M – – –
DM
1546
Delphi Management
Massachusetts
$2.49M -$3.89K -14 -0.2%
RWM
1547
RKL Wealth Management
Pennsylvania
$2.49M -$42.8K -154 -2%
TTWM
1548
TCV Trust & Wealth Management
Virginia
$2.49M -$184K -665 -7%
MFW
1549
Meristem Family Wealth
Minnesota
$2.48M +$823K +2,962 +50%
FSA
1550
Fort Sheridan Advisors
Illinois
$2.48M +$580K +2,086 +30%
60 61
62
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