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 %
PCH
1626
PGIM Custom Harvest
New Jersey
$2.16M – – –
SAM
1627
Seelaus Asset Management
New Jersey
$2.15M +$18.1K +65 +0.8%
RPC
1628
Rossmore Private Capital
Connecticut
$2.15M +$122K +439 +6%
GC
1629
Garde Capital
Washington
$2.15M -$2.5K -9 -0.1%
PAM
1630
Paradigm Asset Management
New York
$2.14M – – –
MIH
1631
Meitav Investment House
Israel
$2.14M +$1.08M +3,897 +102%
AIS
1632
American Investment Services
Massachusetts
$2.13M – – –
HWMG
1633
Hurlow Wealth Management Group
Indiana
$2.13M -$131K -470 -6%
KA
1634
Klingman & Associates
New York
$2.13M +$12.8K +46 +0.6%
WCAMG
1635
Woodard & Company Asset Management Group
North Carolina
$2.13M +$63.9K +230 +3%
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$2.13M +$29.2K +105 +1%
AR
1637
Advisory Research
Illinois
$2.12M -$53.6K -193 -2%
NERM
1638
New England Research & Management
Illinois
$2.12M -$20.8K -75 -1%
HTHT
1639
Hemenway Trust Hemenway Trust
New Hampshire
$2.12M -$22.8K -82 -1%
OHIS
1640
Oak Harvest Investment Services
Texas
$2.12M -$40.8K -147 -2%
GA
1641
GoalVest Advisory
New York
$2.12M +$315K +1,132 +17%
JBA
1642
Johnson Bixby & Associates
Washington
$2.11M +$108K +378 +5%
EGA
1643
E&G Advisors
Texas
$2.11M -$1.94M -7,583 Closed
1W
1644
1776 Wealth
Georgia
$2.1M – – –
SFG
1645
SNS Financial Group
Minnesota
$2.1M +$5.84K +21 +0.3%
ADL
1646
Asset Dedication LLC
California
$2.09M +$426K +1,519 +26%
NAM
1647
NTV Asset Management
West Virginia
$2.09M – – –
MCM
1648
Magnolia Capital Management
New York
$2.09M -$9.73K -35 -0.5%
BFS
1649
Baskin Financial Services
Ontario, Canada
$2.09M – – –
CTFG
1650
Capstone Triton Financial Group
Oklahoma
$2.09M +$52.5K +189 +3%
64 65
66
67 68