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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 %
PPW
2426
Pasadena Private Wealth
California
$594K – – –
CISOA
2427
Capital Investment Services of America
Wisconsin
$591K – – –
JWS
2428
Juncture Wealth Strategies
Arizona
$589K +$589K +2,038 New
EWA
2429
ERTS Wealth Advisors
Michigan
$586K -$12.5K -45 -2%
CAL
2430
Capital Advisors Ltd
Ohio
$583K +$181K +650 +45%
SEIA
2431
Signature Estate & Investment Advisors
California
$581K +$27.8K +100 +5%
HG
2432
Harbor Group
New Hampshire
$579K -$33.4K -120 -5%
WAM
2433
Winslow Asset Management
Ohio
$579K +$2.78K +10 +0.5%
BDS
2434
Banco de Sabadell
Florida
$578K -$20.1M -72,369 -97%
BCA
2435
Biltmore Capital Advisors
New Jersey
$577K -$334K -1,200 -37%
APSI
2436
Asset Planning Services Inc
Louisiana
$577K – – –
BRA
2437
Biechele Royce Advisors
Indiana
$576K -$76.4K -275 -12%
ABP
2438
Arthur B. Page
$574K -$23.1K -83 -4%
LIM
2439
Lagoda Investment Management
New York
$574K – – –
BA
2440
Bluesphere Advisors
Pennsylvania
$574K +$6.11K +22 +1%
FMP
2441
Financial Management Professionals
Texas
$574K +$194K +699 +51%
PSP
2442
Principal Street Partners
Tennessee
$574K +$574K +2,067 New
AFS
2443
Access Financial Services
Minnesota
$569K -$8.34K -30 -1%
APW
2444
Austin Private Wealth
Texas
$569K +$3.61K +13 +0.6%
WFA
2445
Wellspring Financial Advisors
Ohio
$568K +$24.2K +87 +4%
CWM
2446
Centric Wealth Management
Illinois
$566K -$10.6K -38 -2%
OAJ
2447
Ogorek Anthony Joseph
New York
$566K – – –
MC
2448
Mayar Capital
United Kingdom
$566K +$566K +2,038 New
AP
2449
Adero Partners
California
$564K +$10.3K +37 +2%
AFM
2450
Andesa Financial Management
Pennsylvania
$562K – – –
96 97
98
99 100