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 %
MCM
2726
Mattern Capital Management
Colorado
$290K +$8.43K +33 +3%
OGC
2727
Oak Grove Capital
New Hampshire
$290K +$290K +1,135 New
CF
2728
Copperwynd Financial
Arizona
$289K +$3.83K +15 +1%
OPTFSNA
2729
Old Point Trust & Financial Services N A
Virginia
$288K – – –
SLF
2730
Sun Life Financial
Ontario, Canada
$287K -$7.42K -29 -3%
TCPWM
2731
Traverso Chambers Private Wealth Management
California
$287K – – –
PDM
2732
Penn Davis McFarland
Texas
$287K – – –
FWM
2733
Filbrandt Wealth Management
Wisconsin
$287K +$146K +573 +104%
DE
2734
Day & Ennis
Georgia
$285K – – –
RWM
2735
RBA Wealth Management
California
$284K -$76.9K -301 -21%
MIM
2736
MTM Investment Management
South Carolina
$284K -$44.7K -175 -14%
FC
2737
Fusion Capital
South Carolina
$284K +$39.7K +155 +16%
SFG
2738
Sunburst Financial Group
Alabama
$283K -$11K -43 -4%
AWM
2739
Accel Wealth Management
Iowa
$283K – – –
BWCS
2740
Beirne Wealth Consulting Services
Connecticut
$282K -$1.43M -5,600 -84%
AAM
2741
American Asset Management
Florida
$282K -$231K -904 -45%
TOCUITCONY
2742
Trustees of Columbia University in the City of New York
New York
$282K – – –
ACM
2743
Alpha Capital Management
Texas
$282K +$1.79K +7 +0.6%
CA
2744
Centerpoint Advisors
Massachusetts
$281K -$38.3K -150 -12%
MAS
2745
Managed Account Services
Florida
$281K -$3.32K -13 -1%
CCA
2746
Conestoga Capital Advisors
Pennsylvania
$281K – – –
CCM
2747
Carderock Capital Management
Maryland
$281K – – –
MIG
2748
McGuire Investment Group
Rhode Island
$281K +$281K +1,100 New
RFG
2749
Range Financial Group
Oregon
$281K +$281K +1,100 New
KW
2750
KWB Wealth
California
$280K +$280K +1,095 New
108 109
110
111 112