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 %
TI
2076
Trigran Investments
Illinois
$1.01M -$13.6M -48,972 -93%
CNB
2077
Camden National Bank
Maine
$1.01M -$55.6K -200 -5%
LCM
2078
Logan Capital Management
Pennsylvania
$1.01M +$54.7K +197 +6%
EBA
2079
Eagle Bay Advisors
New York
$1.01M +$1.01M +3,605 New
LWIC
2080
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.01M -$46.1K -166 -4%
SHJ
2081
Sharkey, Howes & Javer
Colorado
$1.01M -$157K -564 -13%
WAOI
2082
Wealth Advisors of Iowa
Iowa
$1.01M +$11.1K +40 +1%
SAM
2083
Sequent Asset Management
Texas
$1.01M – – –
TWM
2084
TMD Wealth Management
Arizona
$1.01M – – –
CWA
2085
Cornerstone Wealth Advisors
Minnesota
$1.01M -$224K -800 -18%
RWA
2086
River Wealth Advisors
Pennsylvania
$1.01M +$29.7K +107 +3%
AWM
2087
Aries Wealth Management
Maine
$1M +$6.95K +25 +0.7%
PCM
2088
Pennsylvania Capital Management
Pennsylvania
$1M -$17.4K -62 -2%
BFA
2089
Brown Financial Advisory
Alabama
$1M -$556 -2 -0.1%
FFBTD
2090
First Financial Bank - Trust Division
Ohio
$1M -$7.78K -28 -0.8%
RW
2091
RVW Wealth
California
$1M -$5.5K -18 -0.5%
ACA
2092
Affinity Capital Advisors
California
$999K -$19.5K -70 -2%
SHGA
2093
Sand Hill Global Advisors
California
$999K +$106K +381 +12%
DA
2094
DSC Advisors
Illinois
$998K -$338K -1,215 -25%
NCM
2095
Noesis Capital Mangement
Florida
$998K -$19.4K -70 -2%
LK
2096
Lumbard & Kellner
New Hampshire
$994K -$13.3K -48 -1%
BMWM
2097
Brown Miller Wealth Management
Virginia
$994K -$10.8K -39 -1%
BOM
2098
Bank of Marin
California
$994K – – –
PC
2099
Permit Capital
Pennsylvania
$993K – – –
JMFC
2100
J.M. Forbes & Co
Massachusetts
$992K +$41.7K +150 +4%
82 83
84
85 86