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 %
MAWCM
2026
Mine & Arao Wealth Creation & Management
California
$1.12M – – –
BWP
2027
BSW Wealth Partners
Colorado
$1.12M +$63.1K +227 +6%
PPP
2028
Private Portfolio Partners
New Jersey
$1.12M +$74.8K +269 +7%
AAS
2029
Annex Advisory Services
Wisconsin
$1.11M -$325K -1,169 -23%
HP
2030
Holowesko Partners
Bahamas
$1.1M – – –
ODG
2031
O'Dell Group
Ohio
$1.1M -$31.7K -114 -3%
RWI
2032
Red Wave Investments
Pennsylvania
$1.1M +$2.5K +9 +0.2%
BWM
2033
Bulltick Wealth Management
Florida
$1.1M – – –
VWM
2034
Vigilare Wealth Management
Arizona
$1.1M +$278K +1,000 +34%
ACM
2035
Armbruster Capital Management
New York
$1.1M – – –
SSWM
2036
Sheets Smith Wealth Management
North Carolina
$1.1M -$20.8K -75 -2%
AIM
2037
ARGA Investment Management
Connecticut
$1.09M – – –
G
2038
GenTrust
Florida
$1.09M +$87.6K +315 +9%
GIP
2039
Greatmark Investment Partners
Georgia
$1.09M – – –
PA
2040
Parkside Advisors
California
$1.09M – – –
AWG
2041
Altus Wealth Group
Colorado
$1.09M – – –
GSC
2042
G&S Capital
Colorado
$1.09M – – –
FFG
2043
Ford Financial Group
California
$1.08M +$156K +560 +17%
BT
2044
Brandywine Trust
Delaware
$1.08M – – –
AO
2045
Advisor OS
Illinois
$1.08M +$16.1K +58 +2%
AWM
2046
AllSquare Wealth Management
New York
$1.07M +$19.4K +70 +2%
SWA
2047
Sutton Wealth Advisors
Florida
$1.07M – – –
BIA
2048
Biondo Investment Advisors
Pennsylvania
$1.07M – – –
ARG
2049
Advisory Resource Group
Oklahoma
$1.07M – – –
AIL
2050
AGF Investments LLC
Ontario, Canada
$1.06M -$135K -486 -11%
80 81
82
83 84