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 %
RBC
2551
Roble Belko & Company
Pennsylvania
$417K +$153K +600 +58%
WLIM
2552
White Lighthouse Investment Management
Massachusetts
$416K – – –
EFL
2553
ERn Financial LLC
Wisconsin
$415K +$22K +86 +6%
SOAMC
2554
Spirit of America Management Corp
New York
$414K +$230K +900 +125%
TBNY
2555
Trustco Bank (New York)
New York
$413K – – –
GM
2556
GeoWealth Management
Illinois
$413K +$18.4K +72 +5%
CTB
2557
Country Trust Bank
Illinois
$413K +$19.2K +75 +5%
Balyasny Asset Management
2558
Balyasny Asset Management
Illinois
$412K +$412K +1,614 New
BAMG
2559
Brand Asset Management Group
Missouri
$411K -$3.83K -15 -0.9%
SIC
2560
Shoker Investment Counsel
Ohio
$410K -$17.9K -70 -4%
CSM
2561
CAMG Solamere Management
North Carolina
$410K – – –
RB
2562
Rodgers Brothers
Pennsylvania
$409K – – –
DLHL
2563
Donald L. Hagan LLC
Florida
$408K +$766 +3 +0.2%
CAM
2564
Campion Asset Management
Virginia
$407K +$407K +1,595 New
DDPIC
2565
Deroy & Devereaux Private Investment Counsel
Michigan
$406K +$76.6K +300 +23%
JFGLC
2566
Johnson Financial Group LLC (Colorado)
Colorado
$405K -$23.7K -93 -6%
MIC
2567
Meridian Investment Counsel
California
$403K – – –
TF
2568
TRH Financial
Iowa
$402K -$255 -1 -0.1%
AGA
2569
Arkos Global Advisors
Texas
$402K – – –
BMA
2570
Brooks Moore & Associates
Tennessee
$402K +$57.4K +225 +17%
HWA
2571
Heritage Way Advisors
Illinois
$401K – – –
PA
2572
Probity Advisors
Texas
$401K +$401K +1,570 New
AssetMark Inc
2573
AssetMark Inc
California
$396K -$105K -410 -21%
ETI
2574
Enterprise Trust & Investment
California
$395K – – –
HAFS
2575
Hapanowicz & Associates Financial Services
Pennsylvania
$395K +$395K +1,545 New
101 102
103
104 105