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 %
MCM
1851
Monarch Capital Management
Indiana
$1.53M -$5K -18 -0.3%
CIA
1852
Compass Ion Advisors
Pennsylvania
$1.53M +$26.1K +94 +2%
QPWM
1853
Quadrant Private Wealth Management
Pennsylvania
$1.53M -$39.5K -142 -3%
FMLI
1854
Fukoku Mutual Life Insurance
Japan
$1.52M -$111K -400 -7%
SAS
1855
Sanford Advisory Services
Michigan
$1.52M – – –
MFG
1856
MidWestOne Financial Group
Iowa
$1.52M +$57.3K +206 +4%
CA
1857
Corrado Advisors
New Jersey
$1.51M -$503K -1,343 -25%
AFG
1858
Arkansas Financial Group
Arkansas
$1.51M – – –
CPO
1859
Cerity Partners OCIO
New York
$1.5M -$3.61K -13 -0.2%
MYIA
1860
Mount Yale Investment Advisors
Colorado
$1.49M +$10.8K +39 +0.7%
CCM
1861
Carlson Capital Management
Minnesota
$1.49M +$37.3K +134 +3%
PFA
1862
Pure Financial Advisors
California
$1.49M +$55.6K +200 +4%
CCM
1863
Community Capital Management
Florida
$1.47M -$278K -1,000 -16%
RPCA
1864
Running Point Capital Advisors
California
$1.47M +$12.5K +45 +0.9%
SPC
1865
Stewart & Patten Company
California
$1.47M -$38.9K -140 -3%
CA
1866
Calton & Associates
Florida
$1.47M -$139K -499 -9%
LWM
1867
Liberty Wealth Management
California
$1.46M +$21.1K +76 +1%
WAS
1868
Wealth Advisory Solutions
Indiana
$1.46M -$1.94M -6,977 -57%
GCC
1869
Game Creek Capital
Massachusetts
$1.45M -$320K -1,150 -18%
SCM
1870
Schnieders Capital Management
California
$1.45M +$456K +1,642 +46%
ED
1871
Exane Derivatives
France
$1.44M +$1.44M +5,174 New
ESB
1872
Essex Savings Bank
Connecticut
$1.44M -$14.5K -50 -1%
VFPI
1873
Vantage Financial Partners (Illinois)
Illinois
$1.44M -$6.95K -25 -0.5%
RWA
1874
Redhawk Wealth Advisors
Minnesota
$1.44M +$48.4K +174 +3%
RIM
1875
Regent Investment Management
Kentucky
$1.44M -$167K -600 -10%
73 74
75
76 77