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 %
OWA
2701
Outlook Wealth Advisors
Texas
$312K +$53.4K +209 +21%
JWM
2702
JGP Wealth Management
Oregon
$311K – – –
OFA
2703
Oak Family Advisors
Illinois
$311K +$2.56K +10 +0.8%
RWG
2704
Ratio Wealth Group
Colorado
$311K – – –
MMM
2705
Mendel Money Management
Illinois
$309K -$4.6K -18 -1%
EIG
2706
Ellenbecker Investment Group
Wisconsin
$308K +$41.1K +161 +15%
ML
2707
McAdam LLC
Pennsylvania
$307K – – –
LIC
2708
Laurus Investment Counsel
Canada
$305K – – –
RF
2709
RHS Financial
California
$303K -$256 -1 -0.1%
SAM
2710
Smithbridge Asset Management
Pennsylvania
$303K – – –
WCWM
2711
Willow Creek Wealth Management
California
$302K -$56.5K -221 -16%
PCA
2712
Private Capital Advisors
Connecticut
$300K – – –
MWM
2713
Maltin Wealth Management
New Jersey
$300K – – –
KA
2714
Kercheville Advisors
Texas
$299K – – –
FPIS
2715
Financial Planning & Information Services
Wisconsin
$299K +$6.39K +25 +2%
HCM
2716
Howard Capital Management
Georgia
$298K -$4.06K -15 -1%
HWA
2717
Heartwood Wealth Advisors
Virginia
$296K +$296K +1,160 New
AWA
2718
AmeriServ Wealth Advisors
Pennsylvania
$295K -$108K -421 -27%
CCA
2719
Catalyst Capital Advisors
New York
$294K – – –
TIM
2720
Total Investment Management
Arizona
$294K +$67.1K +367 +30%
FFWM
2721
Future Financial Wealth Management
Ohio
$293K -$15.4K -60 -5%
MKA
2722
M. Kulyk & Associates
Georgia
$293K – – –
DTC
2723
Davidson Trust Company
Washington
$292K – – –
ACP
2724
Aveo Capital Partners
Colorado
$292K +$71.5K +280 +32%
CAN
2725
Claraphi Advisory Network
United States
$290K -$57.2K -224 -16%
107 108
109
110 111