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 %
GWA
2326
GGM Wealth Advisors
Maryland
$702K – – –
S
2327
Surevest
California
$702K +$25.6K +92 +4%
BIA
2328
Bigelow Investment Advisors
Maine
$700K +$36.7K +132 +6%
UBV
2329
United Bank (Virginia)
Virginia
$696K -$27.8K -100 -4%
LPARFS
2330
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$695K +$139K +500 +25%
CIG
2331
Cairn Investment Group
Washington
$694K -$13.9K -50 -2%
GG
2332
Gleason Group
Kentucky
$694K – – –
DP
2333
Denver PWM
Colorado
$692K -$33.7K -121 -5%
MNBTD
2334
Moody National Bank Trust Division
Texas
$692K -$32.5K -117 -4%
SWIG
2335
Strategic Wealth Investment Group
Kentucky
$692K +$88.9K +320 +15%
CAM
2336
Congress Asset Management
Massachusetts
$691K +$11.7K +42 +2%
SFWC
2337
Strategic Family Wealth Counselors
New Jersey
$690K – – –
WTFG
2338
Wells Trecaso Financial Group
Ohio
$689K – – –
LWP
2339
Laurel Wealth Planning
Minnesota
$689K +$646K +2,323 +1,499%
KFS
2340
Kelly Financial Services
Massachusetts
$689K +$687K +190,798 +27,692%
DFA
2341
DHJJ Financial Advisors
Illinois
$688K -$5K -18 -0.7%
MWM
2342
Mascoma Wealth Management
New Hampshire
$688K +$13.3K +48 +2%
MWP
2343
Madison Wealth Partners
Wisconsin
$688K +$122K +439 +22%
RCM
2344
RNC Capital Management
California
$687K +$21.4K +77 +3%
SDWMA
2345
Schneider Downs Wealth Management Advisors
Pennsylvania
$686K +$18.3K +66 +3%
3F
2346
360 Financial
Minnesota
$686K +$165K +594 +32%
LB
2347
Legacy Bridge
Iowa
$685K -$55.6K -200 -8%
WDG
2348
Wealth Dimensions Group
Ohio
$684K +$63.1K +227 +10%
OR
2349
Olympiad Research
Connecticut
$682K +$53.3K +192 +8%
RAM
2350
Riggs Asset Management
Pennsylvania
$682K +$278K +1,000 +69%
92 93
94
95 96