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 %
FVCM
2676
F&V Capital Management
Florida
$324K -$226K -885 -41%
ME
2677
McIlrath & Eck
Washington
$324K -$13.3K -52 -4%
CPC
2678
Consolidated Planning Corp
Georgia
$323K -$17.6K -69 -5%
SQA
2679
Simon Quick Advisors
New Jersey
$323K -$8.92K -35 -3%
CSPIA
2680
Cary Street Partners Investment Advisory
Virginia
$322K -$2.9M -11,355 -90%
PCA
2681
Peddock Capital Advisors
Massachusetts
$322K – – –
CFG
2682
Compton Financial Group
Maryland
$322K – – –
BL
2683
Balentine LLC
Georgia
$322K +$7.16K +28 +2%
AHB
2684
Abner Herrman & Brock
New Jersey
$321K -$55.7K -218 -15%
NEPPG
2685
New England Professional Planning Group
Rhode Island
$321K – – –
HCA
2686
Harbour Capital Advisors
Virginia
$321K +$321K +1,255 New
OWM
2687
OneAscent Wealth Management
Alabama
$320K -$25K -98 -7%
MWPCG
2688
Measured Wealth Private Client Group
New Hampshire
$319K -$117K -459 -27%
IIM
2689
Ipswich Investment Management
Massachusetts
$319K – – –
MAM
2690
Mastrapasqua Asset Management
Tennessee
$319K – – –
HCP
2691
Hexagon Capital Partners
Arkansas
$318K -$85.6K -335 -21%
DAC
2692
Dividend Assets Capital
South Carolina
$318K – – –
RIG
2693
Renaissance Investment Group
Massachusetts
$317K -$38.3K -150 -11%
RC
2694
RBF Capital
California
$317K – – –
HI
2695
Human Investing
Oregon
$317K – – –
NEGWA
2696
New England Guild Wealth Advisors
Connecticut
$316K – – –
MWA
2697
MFA Wealth Advisors
Pennsylvania
$315K +$22.5K +88 +8%
CCA
2698
Conservest Capital Advisors
Pennsylvania
$313K -$511 -2 -0.2%
DA
2699
DCM Advisors
New York
$313K +$313K +1,226 New
RWRC
2700
R.W. Roge & Company
New York
$312K – – –
106 107
108
109 110