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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 %
SB
2151
Sunflower Bank
Texas
$929K +$11.7K +42 +1%
NIC
2152
Northwest Investment Counselors
Oregon
$928K – – –
GPA
2153
Garrison Point Advisors
California
$928K – – –
HPWM
2154
High Pines Wealth Management
Massachusetts
$928K +$250K +900 +37%
AWA
2155
Acorn Wealth Advisors
Michigan
$927K +$1.95K +7 +0.2%
FAM
2156
Formidable Asset Management
Ohio
$924K -$1.28M -4,623 -58%
ALAM
2157
Asahi Life Asset Management
Japan
$924K -$211K -760 -19%
PS
2158
Portfolio Solutions
Michigan
$921K -$371K -1,300 -29%
FNBOSM
2159
First National Bank of South Miami
Florida
$921K -$3.61K -13 -0.4%
CSPIA
2160
Cary Street Partners Investment Advisory
Virginia
$920K +$570K +2,050 +163%
WJA
2161
Willis Johnson & Associates
Texas
$919K +$399K +1,436 +77%
RP
2162
Riverbridge Partners
Minnesota
$917K -$3.61K -13 -0.4%
LWAM
2163
Legacy Wealth Asset Management
Minnesota
$915K -$10K -36 -1%
TFA
2164
Tranquilli Financial Advisor
New Jersey
$913K +$23.9K +86 +3%
SIC
2165
Sigma Investment Counselors
Michigan
$912K – – –
BWA
2166
Bordeaux Wealth Advisors
California
$912K +$347K +1,250 +62%
BMM
2167
Buffington Mohr McNeal
Idaho
$907K -$4.17K -15 -0.5%
KBG
2168
Kahn Brothers Group
New York
$903K – – –
CA
2169
CGN Advisors
Kansas
$900K +$48.6K +175 +6%
LGA
2170
Lebenthal Global Advisors
New York
$899K – – –
GC
2171
Gibson Capital
Pennsylvania
$898K +$553 +2 +0.1%
TCM
2172
Tandem Capital Management
New Jersey
$898K +$11.4K +41 +1%
KCM
2173
Kathmere Capital Management
Pennsylvania
$897K +$3.34K +12 +0.4%
CCM
2174
Crossvault Capital Management
Texas
$897K +$217K +780 +32%
TFO
2175
Tarbox Family Office
California
$895K +$8.9K +32 +1%
85 86
87
88 89