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 %
FNWM
2001
Financial Network Wealth Management
Utah
$1.18M – – –
KFP
2002
KMG Fiduciary Partners
Ohio
$1.18M +$112K +404 +11%
CAG
2003
Csenge Advisory Group
Florida
$1.18M +$683K +2,439 +139%
BBP
2004
Banco BTG Pactual
Brazil
$1.17M +$351K +1,264 +43%
W
2005
WealthOne
New York
$1.17M +$116K +418 +11%
LC
2006
LCNB Corp
Ohio
$1.17M -$79.8K -287 -6%
KIG
2007
Kowal Investment Group
Wisconsin
$1.16M +$35K +126 +3%
LWP
2008
Legacy Wealth Planning
Nevada
$1.16M +$50K +180 +4%
CAL
2009
Capital Analysts LLC
Pennsylvania
$1.16M +$209K +751 +22%
LWP
2010
Legacy Wealth Partners
California
$1.16M -$469K -1,687 -29%
TP
2011
Tranquility Partners
Tennessee
$1.16M -$28.3K -102 -2%
SLT
2012
St Louis Trust
Missouri
$1.15M – – –
BST
2013
Bath Savings Trust
Maine
$1.15M -$2.78K -10 -0.2%
FLI
2014
Family Legacy Inc
South Carolina
$1.15M – – –
CWP
2015
Curated Wealth Partners
California
$1.14M +$89.2K +321 +8%
BHA
2016
Beech Hill Advisors
New York
$1.14M – – –
WI
2017
Wedgewood Investors
Pennsylvania
$1.14M -$6.95K -25 -0.6%
GSBTD
2018
Glenview State Bank Trust Department
Illinois
$1.14M +$29.2K +105 +3%
PP
2019
Patten & Patten
Tennessee
$1.13M -$48.9K -176 -4%
PFA
2020
Pettinga Financial Advisors
Indiana
$1.13M – – –
NAMM
2021
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.13M +$611K +2,200 +118%
DSA
2022
Droms Strauss Advisors
Missouri
$1.13M -$15.8K -57 -1%
GCM
2023
Gibraltar Capital Management
Oklahoma
$1.13M -$6.86K -25 -0.6%
SIM
2024
SSI Investment Management
California
$1.13M -$4.45K -16 -0.4%
CFA
2025
Capstone Financial Advisors
Illinois
$1.13M +$287K +1,034 +34%
79 80
81
82 83