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 %
HC
2451
Hamilton Capital
Ohio
$560K +$80.9K +291 +17%
FAM
2452
Flaharty Asset Management
Florida
$559K – – –
EGWAG
2453
Elwood & Goetz Wealth Advisory Group
Georgia
$559K +$559K +2,013 New
WCM
2454
Weld Capital Management
New York
$558K -$1.54M -5,532 -73%
DP
2455
Dearborn Partners
Illinois
$556K – – –
MTC
2456
McDaniel Terry & Co
Texas
$556K – – –
ABTD
2457
Arvest Bank Trust Division
Oklahoma
$556K +$48.7K +175 +10%
TCA
2458
Taconic Capital Advisors
New York
$556K +$556K +2,000 New
GWM
2459
Greenhouse Wealth Management
Connecticut
$555K – – –
VBFP
2460
Valtinson Bruner Financial Planning
Minnesota
$555K +$3.37K +12 +0.6%
LCM
2461
Leisure Capital Management
California
$554K -$11.1K -40 -2%
VCWA
2462
Vanguard Capital Wealth Advisors
Colorado
$553K – – –
PS
2463
Planned Solutions
California
$553K – – –
EF
2464
Empowered Funds
Pennsylvania
$553K +$553K +1,988 New
PMAS
2465
PNC Managed Account Solutions
Texas
$552K +$552K +1,987 New
HIS
2466
Harvest Investment Services
Illinois
$551K +$8.05K +29 +1%
AM
2467
Atwater Malick
Pennsylvania
$549K – – –
RAM
2468
Rempart Asset Management
Canada
$549K – – –
CCG
2469
Capital CS Group
California
$542K – – –
TF
2470
Trek Financial
Arizona
$540K +$38.7K +139 +8%
IWA
2471
IBEX Wealth Advisors
New Jersey
$539K +$539K +1,938 New
PWM
2472
Prentice Wealth Management
New York
$537K +$23.6K +85 +5%
CF
2473
Clarity Financial
Texas
$536K -$122K -440 -19%
AAM
2474
Augustine Asset Management
Florida
$534K -$30K -108 -5%
LB
2475
Leo Brokerage
Texas
$534K +$32.2K +116 +6%
97 98
99
100 101