BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,006 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,151 increasing their positions, 1,243 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
+79
Holders Change %
+2.7%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.79%
% of All Funds
8.08%
New
183
Increased
1,151
Reduced
1,243
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$139M

Top Buyers

1
State Street
State Street
Massachusetts
+$861M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$799M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$435M
4
Bank of America
Bank of America
North Carolina
+$273M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$263M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.28B
2
Capital International Investors
Capital International Investors
California
-$790M
3
Capital World Investors
Capital World Investors
California
-$661M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$616M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$604M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
2476
Eastern Bank
Massachusetts
$492K – – –
HWM
2477
Hohimer Wealth Management
Washington
$491K – – –
FA
2478
Faithward Advisors
Pennsylvania
$491K +$491K +1,920 New
NPT
2479
Nixon Peabody Trust
Massachusetts
$489K – – –
LFS
2480
Lutz Financial Services
Nebraska
$488K -$109K -426 -18%
SOW
2481
State of Wyoming
Wyoming
$488K +$488K +1,910 New
BG
2482
Bollard Group
Massachusetts
$485K -$255 -1 -0.1%
GWM
2483
Gitterman Wealth Management
New Jersey
$485K +$485K +1,900 New
GC
2484
GFG Capital
Florida
$484K -$815K -3,191 -63%
AWA
2485
Alaska Wealth Advisors
Alaska
$482K -$42.6K -167 -8%
SPAS
2486
Spectrum Planning & Advisory Services
California
$482K – – –
RWMH
2487
Riverpoint Wealth Management Holdings
Illinois
$481K -$82.3K -322 -15%
FBC
2488
Fairfield, Bush & Co
Connecticut
$481K – – –
3F
2489
360 Financial
Minnesota
$479K -$48.1K -188 -9%
WJA
2490
Willis Johnson & Associates
Texas
$478K +$142K +556 +42%
EA
2491
Eclectic Associates
California
$477K +$33.2K +130 +7%
NAMM
2492
NorthStar Asset Management (Massachusetts)
Massachusetts
$476K +$476K +1,864 New
CHA
2493
Cooper/Haims Advisors
New York
$474K +$150K +587 +46%
MWP
2494
Madison Wealth Partners
Wisconsin
$473K – – –
UWM
2495
USAdvisors Wealth Management
Minnesota
$472K -$3.07K -12 -0.6%
PWM
2496
Prentice Wealth Management
New York
$472K +$472K +1,848 New
DAM
2497
Diamant Asset Management
Connecticut
$471K – – –
HFS
2498
HBC Financial Services
Washington
$470K – – –
CAG
2499
Csenge Advisory Group
Florida
$467K +$36.4K +137 +8%
ACM
2500
AUA Capital Management
Pennsylvania
$466K – – –
98 99
100
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