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 %
LC
2376
Landaas & Company
Wisconsin
$648K – – –
HCM
2377
HMS Capital Management
Tennessee
$648K +$648K +2,332 New
RS
2378
Retirement Solution
Washington
$648K +$648K +2,333 New
LWA
2379
Lenox Wealth Advisors
New York
$646K -$7.79K -28 -1%
EW
2380
Element Wealth
Mississippi
$645K +$12.8K +46 +2%
AA
2381
Advisory Alpha
Michigan
$643K +$54.5K +196 +9%
HGWM
2382
Horst & Graben Wealth Management
Oregon
$641K – – –
DA
2383
Denali Advisors
California
$639K -$2.56M -9,200 -80%
OAM
2384
Oak Asset Management
California
$638K +$638K +2,294 New
EFG
2385
Everhart Financial Group
Ohio
$637K +$637K +2,291 New
CCM
2386
Crew Capital Management
Ohio
$636K -$282K -1,015 -31%
CFD
2387
Creative Financial Designs
Indiana
$636K +$15.6K +56 +3%
NED
2388
Nancy E. Dempze
$635K -$5.28K -19 -0.8%
Balyasny Asset Management
2389
Balyasny Asset Management
Illinois
$635K +$186K +671 +42%
RCM
2390
Radnor Capital Management
Pennsylvania
$634K – – –
ICP
2391
Interchange Capital Partners
Pennsylvania
$633K -$2.78K -10 -0.4%
PC
2392
Port Capital
Illinois
$633K +$8.62K +31 +1%
RWMH
2393
Riverpoint Wealth Management Holdings
Illinois
$629K +$106K +381 +20%
CTA
2394
Chesley Taft & Associates
Illinois
$628K -$320K -1,150 -34%
KLCM
2395
KG&L Capital Management
Louisiana
$628K -$281K -1,010 -31%
CAG
2396
Compass Advisory Group
New York
$628K – – –
CCA
2397
Column Capital Advisors
Indiana
$628K +$66.7K +240 +12%
SWP
2398
ShoreHaven Wealth Partners
New Jersey
$627K – – –
SSCA
2399
South Shore Capital Advisors
Massachusetts
$627K – – –
FC
2400
Financial Consulate
Maryland
$625K -$208K -750 -25%
94 95
96
97 98