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 %
AIC
2051
Archer Investment Corporation
Indiana
$1.06M +$1.67K +6 +0.2%
CA
2052
Crewe Advisors
Utah
$1.06M -$68.7K -247 -6%
RFN
2053
RDA Financial Network
Iowa
$1.06M -$56.1K -202 -5%
GTCM
2054
Gyon Technologies Capital Management
New Jersey
$1.06M +$501K +1,803 +90%
AIP
2055
Ahrens Investment Partners
Louisiana
$1.06M +$35.8K +129 +4%
GHA
2056
GW Henssler & Associates
Georgia
$1.06M – – –
JGIA
2057
Jackson Grant Investment Advisers
Connecticut
$1.05M +$1.39K +5 +0.1%
PFWA
2058
Paces Ferry Wealth Advisors
Georgia
$1.05M +$10.6K +38 +1%
TCM
2059
Tradewinds Capital Management
Washington
$1.05M +$188K +675 +22%
WCA
2060
Windsor Creek Advisors
Vermont
$1.05M – – –
WAOTB
2061
Wealth Advisors of Tampa Bay
Florida
$1.04M -$6.95K -25 -0.7%
HFA
2062
HC Financial Advisors
California
$1.04M -$27.8K -100 -3%
NSB
2063
Norway Savings Bank
Maine
$1.04M +$25K +90 +2%
PWA
2064
Physician Wealth Advisors
Utah
$1.04M -$62.2K -224 -6%
FNBOH
2065
First National Bank of Hutchinson
Kansas
$1.04M +$21.7K +78 +2%
SGK
2066
Steigerwald Gordon & Koch
Virginia
$1.03M -$15.6K -56 -1%
LF
2067
Lantz Financial
Illinois
$1.03M +$17K +61 +2%
MFGM
2068
Marshall Financial Group (Maryland)
Maryland
$1.03M +$244K +879 +31%
JMF
2069
Johnson Midwest Financial
Iowa
$1.03M +$2.22K +8 +0.2%
KCM
2070
Karp Capital Management
California
$1.03M +$162K +584 +19%
RWB
2071
RMR Wealth Builders
New Jersey
$1.02M +$93.1K +335 +10%
THWM
2072
Taylor Hoffman Wealth Management
Virginia
$1.02M -$37.5K -135 -4%
W
2073
Wealthquest
Ohio
$1.02M +$22.5K +81 +2%
PWMG
2074
Prestige Wealth Management Group
New Jersey
$1.02M +$55.6K +200 +6%
IP
2075
Investment Partners
Ohio
$1.02M – – –
81 82
83
84 85