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 %
PP
1601
Pegasus Partners
Wisconsin
$2.26M -$427K -1,535 -16%
BZWA
1602
Blue Zone Wealth Advisors
California
$2.25M -$5K -18 -0.2%
QI
1603
Qtron Investments
Massachusetts
$2.25M – – –
PWMAG
1604
Pinnacle Wealth Management Advisory Group
New Jersey
$2.25M +$174K +626 +8%
AIIMS
1605
Analyst IMS Investment Management Services
Israel
$2.24M -$42K -151 -2%
BP
1606
BBR Partners
New York
$2.24M -$256K -922 -10%
ROTUOC
1607
Regents of the University of California
California
$2.24M – – –
MC
1608
Maverick Capital
Texas
$2.23M +$2.23M +8,040 New
GRP
1609
Global Retirement Partners
California
$2.23M +$172K +618 +8%
WP
1610
WealthSource Partners
California
$2.22M -$453K -1,630 -17%
RW
1611
REDW Wealth
New Mexico
$2.22M – – –
MWA
1612
Marshall Wace Asia
Hong Kong
$2.2M -$154K -553 -7%
DTIM
1613
Danda Trouve Investment Management
Kansas
$2.2M -$61.7K -222 -3%
ACS
1614
Archford Capital Strategies
Illinois
$2.19M -$63.9K -230 -3%
VFA
1615
Voya Financial Advisors
Connecticut
$2.19M -$12M -43,588 -85%
TCM
1616
Teza Capital Management
Illinois
$2.19M +$2.19M +7,870 New
CC
1617
Cipher Capital
New York
$2.19M +$2.19M +7,861 New
SRAM
1618
Spouting Rock Asset Management
Pennsylvania
$2.18M – – –
SS
1619
Simplicity Solutions
Minnesota
$2.18M +$276K +994 +15%
PWPS
1620
Pinnacle Wealth Planning Services
Ohio
$2.18M +$14.2K +51 +0.7%
FAT
1621
First American Trust
California
$2.18M -$101K -362 -4%
VDI
1622
Vaughan David Investments
Illinois
$2.17M -$82K -295 -4%
HCIA
1623
Hochman Cole Investment Advisors
Illinois
$2.17M -$23.9K -86 -1%
WCM
1624
Whitener Capital Management
North Carolina
$2.16M +$108K +390 +5%
KCA
1625
Karn Couzens & Associates
Connecticut
$2.16M -$45.9K -165 -2%
63 64
65
66 67