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 %
LW
1801
Linscomb Wealth
Texas
$1.67M -$47K -169 -3%
BCC
1802
Biglari Capital Corp
Texas
$1.67M -$3.89M -14,000 -70%
JF
1803
Jump Financial
Illinois
$1.67M -$14.7K -53 -0.9%
GWM
1804
GSB Wealth Management
Connecticut
$1.67M -$55.6K -200 -3%
GA
1805
Geller Advisors
New York
$1.66M +$803K +2,889 +93%
TW
1806
TrinityPoint Wealth
Connecticut
$1.66M +$95.9K +345 +6%
TAM
1807
Townsend Asset Management
North Carolina
$1.66M -$33.4K -120 -2%
LWA
1808
Lineweaver Wealth Advisors
Ohio
$1.66M +$112K +403 +7%
LCM
1809
Legato Capital Management
California
$1.66M +$1.66M +5,961 New
FA
1810
Fagan Associates
New York
$1.65M +$79.2K +285 +5%
SAG
1811
Spotlight Asset Group
Illinois
$1.65M -$57K -205 -3%
WPW
1812
Warther Private Wealth
Ohio
$1.65M +$1.65M +5,885 New
CC
1813
Courier Capital
New York
$1.65M -$212K -763 -11%
TAM
1814
Taurus Asset Management
New York
$1.64M – – –
BMCM
1815
Bryn Mawr Capital Management
Pennsylvania
$1.64M -$8.34K -30 -0.5%
HFG
1816
Heron Financial Group
New York
$1.63M -$278 -1 -0%
CWMU
1817
Caliber Wealth Management (Utah)
Utah
$1.63M +$182K +654 +13%
NAG
1818
Northstar Advisory Group
New Jersey
$1.62M +$115K +415 +8%
UCI
1819
Uncommon Cents Investing
Wisconsin
$1.62M +$97.3K +350 +6%
WCG
1820
Weaver Consulting Group
California
$1.61M +$10.3K +37 +0.6%
GP
1821
Girard Partners
Pennsylvania
$1.61M -$87K -313 -5%
VCM
1822
Vivaldi Capital Management
Illinois
$1.61M -$208K -721 -11%
FF
1823
FourThought Financial
Florida
$1.61M +$3.61K +13 +0.2%
JSL
1824
JT Stratford LLC
Georgia
$1.6M +$1.39K +5 +0.1%
PIM
1825
Penobscot Investment Management
Massachusetts
$1.6M -$66.7K -240 -4%
71 72
73
74 75