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 %
DWM
2626
Defined Wealth Management
Oregon
$357K – – –
CAM
2627
Cidel Asset Management
Ontario, Canada
$356K +$31.7K +124 +10%
BDWCC
2628
B&D White Capital Company
Texas
$355K +$3.6K +15 +1%
PCTC
2629
Perkins Coie Trust Company
Washington
$354K -$105K -413 -23%
MCIA
2630
Mountain Capital Investment Advisors
Colorado
$353K -$534 -2 -0.2%
GIM
2631
Guild Investment Management
California
$353K +$353K +1,380 New
CWP
2632
Capital Wealth Planning
Florida
$351K +$1.28K +5 +0.4%
MAM
2633
Marotta Asset Management
Virginia
$351K – – –
IAP
2634
Indie Asset Partners
Indiana
$350K -$11.5K -45 -3%
FVWA
2635
Foster Victor Wealth Advisors
South Carolina
$349K -$6.41K -24 -2%
FMP
2636
Financial Management Professionals
Texas
$349K +$8.17K +32 +2%
DPI
2637
Diversified Portfolios Inc
Michigan
$348K -$33.2K -130 -9%
RSS
2638
Rosenblum Silverman Sutton
California
$348K -$2.04K -8 -0.6%
WCFA
2639
Walkner Condon Financial Advisors
Wisconsin
$348K +$348K +1,361 New
PIM
2640
Progressive Investment Management
Oregon
$347K -$15.8K -62 -4%
WFO
2641
Wealthgate Family Office
Colorado
$347K – – –
SCP
2642
Silverleafe Capital Partners
Tennessee
$347K +$15.3K +60 +5%
WWP
2643
Waypoint Wealth Partners
California
$347K +$21.2K +83 +7%
CFS
2644
Cannon Financial Strategists
Georgia
$347K +$5.88K +23 +2%
VCG
2645
Vantage Consulting Group
Virginia
$346K +$79.6K +312 +30%
ACM
2646
Alethea Capital Management
Washington
$345K – – –
OL
2647
Optas LLC
Texas
$345K – – –
BE
2648
Bonness Enterprises
District of Columbia
$345K – – –
OFG
2649
Omega Financial Group
California
$344K -$47.2K -185 -12%
DR
2650
Davis Rea
Ontario, Canada
$344K +$22K +86 +7%
104 105
106
107 108