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 %
ABTD
2501
Arvest Bank Trust Division
Oklahoma
$466K +$5.62K +22 +1%
TAM
2502
Trillium Asset Management
Massachusetts
$465K -$21.2K -83 -4%
RVPG
2503
Relative Value Partners Group
$464K – – –
OTPPB
2504
Ontario Teachers' Pension Plan Board
Ontario, Canada
$463K -$93.5M -366,262 -100%
AWAP
2505
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K +$26.3K +103 +6%
CRIG
2506
Charter Research & Investment Group
Connecticut
$462K – – –
BI
2507
Ballast Inc
Kentucky
$461K – – –
TF
2508
Trek Financial
Arizona
$461K +$52.7K +206 +13%
LB
2509
Leo Brokerage
Texas
$461K +$222K +871 +93%
TWP
2510
Tower Wealth Partners
Pennsylvania
$460K – – –
CWM
2511
Cahaba Wealth Management
Georgia
$458K -$9.95K -39 -2%
STC
2512
Sarah T. Connolly
$458K – – –
KLWA
2513
Kelly Lawrence W & Associates
California
$458K – – –
HAS
2514
HBW Advisory Services
California
$458K +$94.6K +370 +26%
CF
2515
Corrigan Financial
Rhode Island
$456K – – –
SFP
2516
Shepherd Financial Partners
Massachusetts
$456K -$79.4K -311 -15%
ERWM
2517
Elk River Wealth Management
Colorado
$456K +$17.6K +69 +4%
FCFC
2518
First Commonwealth Financial Corp
Pennsylvania
$454K +$19.2K +75 +4%
SIGI
2519
Susquehanna International Group (Ireland)
Ireland
$454K +$150K +589 +49%
IAA
2520
Ironsides Asset Advisors
North Carolina
$453K -$311K -1,218 -41%
HWM
2521
Hemington Wealth Management
Virginia
$453K -$28.6K -112 -6%
MIM
2522
Merrion Investment Management
New Jersey
$451K +$395K +1,550 +708%
CAM
2523
Crestone Asset Management
Colorado
$447K +$9.2K +36 +2%
WFA
2524
Wipfli Financial Advisors
Wisconsin
$446K -$279K -1,092 -39%
EWM
2525
Executive Wealth Management
Michigan
$444K +$15.3K +60 +4%
99 100
101
102 103