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 %
CCM
2351
Colorado Capital Management
Colorado
$680K -$17K -61 -2%
SHWM
2352
Silicon Hills Wealth Management
Texas
$680K +$17.8K +64 +3%
SFG
2353
StrategIQ Financial Group
Indiana
$679K – – –
VWM
2354
Venturi Wealth Management
Texas
$679K – – –
LFS
2355
Lutz Financial Services
Nebraska
$678K +$147K +530 +28%
WI
2356
WrapManager Inc
California
$674K -$33.4K -120 -5%
BBHC
2357
Brown Brothers Harriman & Co
New York
$671K -$4.79K -17,231 -0.7%
CT
2358
Columbia Trust
Oregon
$668K +$61.4K +221 +10%
RP
2359
Rowlandmiller & Partners
Georgia
$668K – – –
OLA
2360
Oliver Luxxe Assets
New Jersey
$665K +$4.45K +16 +0.7%
OCPWS
2361
One Charles Private Wealth Services
Massachusetts
$665K +$665K +2,393 New
MIM
2362
Marco Investment Management
Georgia
$664K – – –
BP
2363
Broadleaf Partners
Ohio
$663K – – –
CCM
2364
Coerente Capital Management
Ontario, Canada
$662K -$20.8K -75 -3%
DWM
2365
Darwin Wealth Management
Florida
$662K -$10.6K -38 -2%
WSCM
2366
Wellington Shields Capital Management
New York
$662K -$5.56K -20 -0.8%
CWA
2367
Clearview Wealth Advisors
Oregon
$661K – – –
ACWM
2368
Adams Chetwood Wealth Management
North Carolina
$660K +$10.8K +39 +2%
SC
2369
Schoolcraft Capital
Colorado
$660K – – –
BSSFA
2370
Baron Silver Stevens Financial Advisors
Florida
$658K +$69.4K +250 +12%
PAM
2371
Palisade Asset Management
Minnesota
$657K – – –
VIM
2372
Vista Investment Management
Pennsylvania
$655K -$4.45K -16 -0.7%
AWM
2373
Activest Wealth Management
Florida
$654K -$170K -613 -21%
AWM
2374
Accurate Wealth Management
Florida
$653K +$653K +2,350 New
VFP
2375
Verus Financial Partners
Virginia
$652K +$6.65K +24 +1%
93 94
95
96 97