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 %
FA
1901
Fiducient Advisors
Illinois
$1.4M – – –
WSC
1902
Wellington Shields & Co
New York
$1.4M +$32.8K +118 +2%
HBT
1903
Hills Bank & Trust
Iowa
$1.4M +$47.3K +170 +4%
LJAC
1904
L.J. Altfest & Co
New York
$1.39M – – –
BWM
1905
BCGM Wealth Management
Indiana
$1.39M +$146K +524 +12%
AIM
1906
Artemis Investment Management
United Kingdom
$1.39M – – –
WFI
1907
West Family Investments
California
$1.39M +$1.39M +4,991 New
HL
1908
HeadInvest LLC
Maine
$1.38M +$12K +43 +0.9%
RW
1909
Rede Wealth
Virginia
$1.38M -$50.9K -183 -4%
CIP
1910
Convergence Investment Partners
Florida
$1.38M -$79.2K -285 -5%
FEG
1911
Financial Enhancement Group
Indiana
$1.37M -$9.45K -34 -0.7%
RCG
1912
Rock Creek Group
District of Columbia
$1.37M +$242K +870 +21%
LCM
1913
Laurion Capital Management
New York
$1.37M -$66.8M -240,496 -98%
UBG
1914
United Bank (Georgia)
Georgia
$1.36M -$65K -234 -5%
AFC
1915
AFT Forsyth & Company
Florida
$1.36M – – –
LC
1916
Lindbrook Capital
California
$1.36M -$207K -744 -13%
FNFDCM
1917
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.36M – – –
GC
1918
Gilbert & Cook
Iowa
$1.36M -$55.3K -199 -4%
BWM
1919
BCS Wealth Management
Tennessee
$1.36M +$27.8K +100 +2%
HCMG
1920
Howard Capital Management Group
California
$1.35M -$3.61K -13 -0.3%
SCM
1921
Southport Capital Management
Tennessee
$1.35M +$127K +456 +10%
DAM
1922
Doheny Asset Management
California
$1.35M – – –
CCP
1923
Cardan Capital Partners
Colorado
$1.35M +$6.11K +22 +0.5%
GFG
1924
Greystone Financial Group
Michigan
$1.34M +$47.5K +171 +4%
CA
1925
Continuum Advisory
Idaho
$1.34M +$891K +3,204 +196%
75 76
77
78 79