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 %
BWM
1726
Baystate Wealth Management
Massachusetts
$1.86M -$90.3K -325 -5%
Kayne Anderson Rudnick Investment Management
1727
Kayne Anderson Rudnick Investment Management
California
$1.86M -$13.9K -50 -0.7%
IDA
1728
Intelligence Driven Advisers
California
$1.85M -$277K -998 -13%
CGA
1729
Crescent Grove Advisors
Illinois
$1.84M +$1.14M +4,104 +162%
IRAG
1730
Investment Research & Advisory Group
Georgia
$1.84M +$4.45K +16 +0.2%
SC
1731
SRB Corp
Massachusetts
$1.84M +$166K +597 +10%
SCM
1732
Spreng Capital Management
Ohio
$1.84M +$6.11K +22 +0.3%
LAIC
1733
Lederer & Associates Investment Counsel
California
$1.84M +$12.5K +45 +0.7%
OIA
1734
Optimum Investment Advisors
Illinois
$1.84M -$390K -1,403 -18%
SAM
1735
Steinberg Asset Management
New York
$1.84M – – –
WA
1736
Waverly Advisors
Alabama
$1.84M -$21K -73 -1%
KAH
1737
Kathryn A. Hall
$1.83M – – –
VCAM
1738
Van Cleef Asset Management
Ohio
$1.83M – – –
LPT
1739
Legacy Private Trust
Wisconsin
$1.82M -$6.67K -24 -0.4%
KP
1740
Keel Point
Alabama
$1.82M +$393K +1,413 +27%
OWP
1741
Old Well Partners
North Carolina
$1.82M -$2.29M -8,250 -56%
AWA
1742
Artemis Wealth Advisors
New York
$1.82M – – –
LRIA
1743
Leonard Rickey Investment Advisors
Washington
$1.82M +$351K +1,264 +24%
IC
1744
Intersect Capital
California
$1.81M -$33.4K -120 -2%
BSB
1745
Bangor Savings Bank
Maine
$1.8M -$59.5K -214 -3%
LBC
1746
Lowe Brockenbrough & Co
Virginia
$1.8M -$54.2K -195 -3%
CBT
1747
Capital Bank & Trust
California
$1.8M -$7.79M -28,019 -81%
GGS
1748
Galvin Gaustad & Stein
Arizona
$1.8M -$59.5K -214 -3%
1WM
1749
1900 Wealth Management
Texas
$1.8M – – –
MECA
1750
Miller Equity Capital Advisors
Texas
$1.79M +$55.6K +200 +3%
68 69
70
71 72