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 %
CFC
2751
Coyle Financial Counsel
Illinois
$279K +$279K +1,091 New
GG
2752
Golden Green
South Carolina
$277K -$169K -664 -38%
SHA
2753
Seneca House Advisors
Virginia
$277K -$766 -3 -0.3%
AFM
2754
Abbot Financial Management
Massachusetts
$275K -$12.8K -50 -4%
SFA
2755
Souders Financial Advisors
Ohio
$274K – – –
SIA
2756
Strategic Investment Advisors
Michigan
$273K +$24.2K +95 +10%
APC
2757
Aspire Private Capital
North Carolina
$272K +$512 +2 +0.2%
CB
2758
CNB Bank
Pennsylvania
$271K -$12.8K -50 -5%
SWAG
2759
Spectrum Wealth Advisory Group
California
$271K – – –
BWM
2760
BT Wealth Management
Georgia
$271K +$2.04K +8 +0.8%
APC
2761
Asset Planning Corporation
Tennessee
$271K +$43K +168 +19%
CPSC
2762
Carl P. Sherr & Co
Massachusetts
$270K – – –
BIP
2763
Blueprint Investment Partners
North Carolina
$270K +$270K +1,057 New
MS
2764
Maven Securities
Jersey
$269K -$194K -754 -42%
BCM
2765
Brasada Capital Management
Texas
$268K – – –
LBA
2766
Lowell Blake & Associates
Massachusetts
$268K – – –
RFM
2767
Royal Fund Management
Florida
$266K -$9.93K -39 -4%
TVWM
2768
Tower View Wealth Management
Wisconsin
$266K -$512 -2 -0.2%
CMBA
2769
C.M. Bidwell & Associates
Hawaii
$265K +$6.89K +27 +3%
Two Sigma Investments
2770
Two Sigma Investments
New York
$264K -$20.2M -78,991 -99%
HWM
2771
Howard Wealth Management
Connecticut
$263K -$8.92K -35 -3%
DW
2772
Domani Wealth
Pennsylvania
$263K +$30.9K +121 +13%
CFG
2773
CKW Financial Group
Hawaii
$262K -$51.1K -200 -16%
FC
2774
Fulcrum Capital
Washington
$262K +$262K +1,025 New
AC
2775
Arjuna Capital
North Carolina
$261K – – –
109 110
111
112 113