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 %
IIM
1651
Intact Investment Management
Quebec, Canada
$2.08M -$194K -700 -9%
6M
1652
6 Meridian
Kansas
$2.08M -$93.1K -335 -4%
QCM
1653
Quest Capital Management
Texas
$2.07M +$36.4K +131 +2%
BWP
1654
Baldwin Wealth Partners
Massachusetts
$2.07M -$50.9K -183 -2%
GIA
1655
Gladstone Institutional Advisory
Florida
$2.07M +$226K +815 +12%
BCM
1656
Bayesian Capital Management
New York
$2.06M +$2.06M +7,400 New
OC
1657
Oakworth Capital
Alabama
$2.06M +$31.1K +112 +2%
HP
1658
Hikari Power
Japan
$2.05M – – –
EWM
1659
Endurance Wealth Management
Rhode Island
$2.05M +$21.4K +77 +1%
SMC
1660
Smith, Moore & Co
Missouri
$2.05M +$191K +688 +10%
CA
1661
Cortland Associates
Missouri
$2.05M -$23.1K -83 -1%
RM
1662
Resource Management
Louisiana
$2.04M -$421K -1,516 -17%
SFSIG
1663
San Francisco Sentry Investment Group
California
$2.04M -$4.72K -17 -0.2%
FAG
1664
Financial Advisory Group
Texas
$2.04M – – –
PCS
1665
Personal CFO Solutions
New Jersey
$2.04M +$1.28M +4,590 +168%
XF
1666
XML Financial
Maryland
$2.03M – – –
PFGIA
1667
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$257K +926 +14%
PAG
1668
Private Advisory Group
Washington
$2.03M +$542K +1,952 +36%
CCG
1669
Cypress Capital Group
Florida
$2.03M – – –
LCP
1670
Legacy Capital Partners
Wisconsin
$2.02M -$19.5K -70 -1%
S
1671
SimplyRich
California
$2.02M +$16.7K +60 +0.8%
BF
1672
Blankinship & Foster
California
$2.02M -$67.3K -242 -3%
CAWM
1673
Capital Advisors Wealth Management
Washington
$2.01M +$423K +1,521 +27%
DS
1674
DRW Securities
Illinois
$2.01M +$1.08M +3,881 +116%
VCM
1675
Vigilant Capital Management
Maine
$2.01M -$996K -3,585 -33%
65 66
67
68 69