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 %
AIP
1826
Almanack Investment Partners
Pennsylvania
$1.6M +$215K +772 +15%
AIA
1827
Arbor Investment Advisors
North Carolina
$1.6M – – –
SL
1828
Stevard LLC
Illinois
$1.6M – – –
CP
1829
Camelot Portfolios
Ohio
$1.6M +$748K +2,690 +88%
GWM
1830
Greenwich Wealth Management
Connecticut
$1.6M +$3.34K +12 +0.2%
CHP
1831
Cable Hill Partners
Oregon
$1.59M -$466K -1,675 -23%
HBT
1832
Heartland Bank & Trust
Illinois
$1.58M -$114K -412 -7%
JAFL
1833
Jay A. Fishman Ltd
Michigan
$1.57M – – –
TA
1834
Tectonic Advisors
Texas
$1.57M +$163K +586 +12%
BOTW
1835
Bank of the West
California
$1.57M -$99.4K -358 -6%
CWM
1836
Calamos Wealth Management
Illinois
$1.57M +$217K +782 +16%
CC
1837
Capital Counsel
New York
$1.57M – – –
MA
1838
Modus Advisors
Minnesota
$1.57M +$150K +541 +11%
MWM
1839
Mattern Wealth Management
Kansas
$1.57M +$227K +815 +17%
MCA
1840
Magnolia Capital Advisors
Mississippi
$1.56M – – –
ICM
1841
IMS Capital Management
Oregon
$1.56M +$32K +115 +2%
NAS
1842
Nicolet Advisory Services
Wisconsin
$1.56M -$141K -508 -8%
PO
1843
Private Ocean
California
$1.56M +$190K +685 +14%
EWM
1844
EPG Wealth Management
Georgia
$1.55M -$55K -198 -3%
BCM
1845
Bourgeon Capital Management
Connecticut
$1.55M – – –
ANB
1846
Amarillo National Bank
Texas
$1.55M -$40.3K -145 -3%
OWIM
1847
Old West Investment Management
California
$1.54M +$78.6K +283 +5%
BAM
1848
Baldrige Asset Management
Pennsylvania
$1.54M -$14.2K -51 -0.9%
CWM
1849
Connecticut Wealth Management
Connecticut
$1.53M -$451K -1,621 -23%
FGAM
1850
Financial Gravity Asset Management
Texas
$1.53M +$99.9K +297 +7%
72 73
74
75 76