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 %
PNAA
1951
Pictet North America Advisors
Switzerland
$1.29M – – –
LCM
1952
LVM Capital Management
Michigan
$1.29M +$47.3K +170 +4%
OAM
1953
Occidental Asset Management
California
$1.28M -$27.8K -100 -2%
CSWG
1954
Cardinal Strategic Wealth Guidance
Kentucky
$1.28M -$1.39K -5 -0.1%
RIS
1955
Retirement Income Solutions
Michigan
$1.28M – – –
WA
1956
Wambolt & Associates
Colorado
$1.27M -$3.92K -14 -0.3%
GB
1957
Goepper Burkhardt
South Carolina
$1.27M +$21.7K +78 +2%
FFA
1958
Founders Financial Alliance
North Carolina
$1.27M +$127K +456 +11%
JVBC
1959
J.V. Bruni & Co
Colorado
$1.27M -$1.46M -5,242 -54%
WIA
1960
World Investment Advisors
California
$1.27M -$46.7K -168 -4%
PWSG
1961
Pacific Wealth Strategies Group
California
$1.27M – – –
PP
1962
Prosperity Planning
Missouri
$1.26M +$6.67K +24 +0.5%
OPCM
1963
Osborne Partners Capital Management
California
$1.26M -$131K -470 -9%
AIM
1964
Alhambra Investment Management
Florida
$1.26M +$109K +393 +9%
Edgewood Management
1965
Edgewood Management
Connecticut
$1.26M -$1.67K -6 -0.1%
AFS
1966
Axiom Financial Strategies
Indiana
$1.26M – – –
LWP
1967
Lumature Wealth Partners
Georgia
$1.26M +$92.3K +332 +8%
DPIM
1968
Duff & Phelps Investment Management
Illinois
$1.26M -$502K -1,805 -29%
LIA
1969
LS Investment Advisors
Michigan
$1.26M -$14.7M -52,833 -92%
KMWM
1970
Keudell/Morrison Wealth Management
Oregon
$1.26M +$1.11K +4 +0.1%
MMG
1971
Monetary Management Group
Missouri
$1.25M -$13.9K -50 -1%
AWS
1972
AJ Wealth Strategies
New York
$1.25M -$139K -500 -10%
SEEDPG
1973
S.E.E.D. Planning Group
New York
$1.25M +$11.1K +40 +0.9%
NSAM
1974
North Star Asset Management
Wisconsin
$1.24M +$97.3K +350 +8%
CPA
1975
Capital Planning Advisors
California
$1.24M -$1.67K -6 -0.1%
77 78
79
80 81