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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 %
SFS
2126
Strategic Financial Services
New York
$957K -$10.8K -39 -1%
SCM
2127
Stevens Capital Management
Pennsylvania
$957K +$957K +3,442 New
AG
2128
AIA Group
Hong Kong
$957K +$957K +3,511 New
PCMK
2129
Paragon Capital Management (Kansas)
Kansas
$956K -$83.4K -300 -8%
IA
2130
IFG Advisors
Missouri
$955K – – –
BCAM
2131
Boston Common Asset Management
Massachusetts
$954K +$701K +2,520 +277%
PCFFS
2132
Pacific Center for Financial Services
California
$953K – – –
MWP
2133
Meridian Wealth Partners
Pennsylvania
$953K +$6.67K +24 +0.7%
BWFA
2134
Baltimore-Washington Financial Advisors
Maryland
$944K +$195K +701 +26%
QT
2135
Quantamental Technologies
New York
$944K +$944K +3,398 New
AC
2136
Aristides Capital
Kentucky
$943K – – –
GCP
2137
Gill Capital Partners
Colorado
$940K -$13.9K -50 -1%
AMG
2138
Advisors Management Group
Wisconsin
$940K – – –
PM
2139
Penbrook Management
New York
$938K -$55.6K -200 -6%
EWA
2140
Encompass Wealth Advisors
Oregon
$938K – – –
GPFA
2141
Game Plan Financial Advisors
Ohio
$937K -$27.8K -100 -3%
BONST
2142
Bank of Nova Scotia Trust
Ontario, Canada
$932K -$294K -1,059 -24%
LBD
2143
Landsberg Bennett & Dubbaneh
Florida
$932K -$13.3K -48 -1%
XWM
2144
Xcel Wealth Management
Florida
$931K -$23.9K -86 -3%
CGFA
2145
Colton Groome Financial Advisors
North Carolina
$931K +$931K +3,350 New
BAAM
2146
Baker Avenue Asset Management
California
$930K +$2.78K +10 +0.3%
BWA
2147
Beam Wealth Advisors
Louisiana
$930K +$22.5K +81 +2%
SWK
2148
Stephen W. Kidder
$929K -$70.9K -255 -7%
BMC
2149
Benin Management Corp
Connecticut
$929K -$34.7K -125 -4%
AL
2150
ACAS LLC
California
$929K -$15.3K -55 -2%
84 85
86
87 88