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 %
RZH
2101
Relyea Zuckerberg Hanson
Connecticut
$991K -$14.5K -52 -1%
APWM
2102
Atlas Private Wealth Management
New York
$989K +$208K +747 +27%
LWMG
2103
Levy Wealth Management Group
Pennsylvania
$986K -$11.1K -40 -1%
ATFA
2104
All Terrain Financial Advisors
Minnesota
$986K – – –
PRWA
2105
Platte River Wealth Advisors
Colorado
$983K – – –
LPIC
2106
LeJeune Puetz Investment Counsel
Michigan
$982K -$11.4K -41 -1%
BA
2107
Bard Associates
Illinois
$982K – – –
LFG
2108
Larson Financial Group
Missouri
$981K +$8.9K +32 +0.9%
DA
2109
Detalus Advisors
Missouri
$981K +$71.1K +256 +8%
B
2110
Barings
North Carolina
$980K -$136K -488 -12%
SAM
2111
S.A. Mason
Michigan
$978K +$12.2K +44 +1%
MW
2112
Marcum Wealth
Ohio
$977K -$537K -1,931 -35%
B
2113
Bridgeworth
Alabama
$975K +$1.11K +4 +0.1%
CMO
2114
Covenant Multifamily Offices
Texas
$974K -$93.4K -336 -9%
Aristotle Capital Management
2115
Aristotle Capital Management
California
$973K – – –
GWM
2116
Gray Wealth Management
Maine
$972K +$15.6K +56 +2%
RHBC
2117
R.H. Bluestein & Co
Michigan
$968K – – –
KA
2118
Kercheville Advisors
Texas
$967K +$640K +2,305 +196%
BDF
2119
Black Diamond Financial
Maryland
$966K +$15.6K +56 +2%
SMI
2120
Shelter Mutual Insurance
Missouri
$965K – – –
TWM
2121
TriaGen Wealth Management
California
$965K +$8.35K +30 +0.9%
SA
2122
Sunesis Advisors
Kansas
$960K -$7.5K -27 -0.8%
SGI
2123
Summit Global Investments
Utah
$959K +$6.4K +23 +0.7%
HP
2124
HT Partners
Connecticut
$959K +$114K +410 +13%
CBT
2125
CoreFirst Bank & Trust
Kansas
$958K -$278K -1,000 -22%
83 84
85
86 87