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 %
CMA
2601
Cedar Mountain Advisors
Oregon
$377K – – –
CL
2602
COWA LLC
Oklahoma
$376K -$6.67K -25 -2%
CG
2603
Corundum Group
Colorado
$375K +$38.8K +152 +12%
RAM
2604
Riggs Asset Management
Pennsylvania
$372K -$17.9K -70 -5%
CAL
2605
Capital Advisors Ltd
Ohio
$370K – – –
CIS
2606
Connors Investor Services
Pennsylvania
$370K +$102K +400 +38%
BAM
2607
Boyar Asset Management
New York
$368K +$118K +461 +47%
GAB
2608
German American Bancorp
Indiana
$367K – – –
HC
2609
HNP Capital
New York
$366K -$340K -1,330 -48%
1IA
2610
1834 Investment Advisors
Wisconsin
$366K +$20.4K +80 +6%
IC
2611
Iconiq Capital
California
$365K – – –
CM
2612
Cornerstone Management
Georgia
$365K +$365K +1,428 New
HCM
2613
HM Capital Management
Missouri
$364K – – –
DBIA
2614
Dumont & Blake Investment Advisors
New Jersey
$363K +$128K +500 +54%
LWMM
2615
Legacy Wealth Management (Mississippi)
Mississippi
$363K – – –
NL
2616
Navalign LLC
California
$362K +$362K +1 New
CWM
2617
Curi Wealth Management
North Carolina
$362K +$25.5K +100 +8%
BAM
2618
Bellevue Asset Management
Washington
$361K -$27.6K -108 -7%
SAM
2619
Sawgrass Asset Management
Florida
$360K -$9.45K -37 -3%
TFGT
2620
TS Financial Group (TSFG)
Illinois
$360K +$5.62K +22 +2%
MHR
2621
Matthew Hamilton Rosenberg
$359K -$21.4K -84 -6%
AWM
2622
Act Wealth Management
Texas
$359K +$13.5K +53 +4%
WFA
2623
Wellspring Financial Advisors
Ohio
$358K -$26.7K -146 -7%
SMG
2624
Smart Money Group
Texas
$358K +$1.79K +7 +0.5%
FA
2625
Financial Advisors
Massachusetts
$358K +$18.9K +74 +6%
103 104
105
106 107