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 %
JWM
2776
Janiczek Wealth Management
Colorado
$261K +$27K +106 +12%
DP
2777
Divergent Planning
Maryland
$260K -$48.5K -178 -16%
FFW
2778
Fusion Family Wealth
New York
$260K – – –
MC
2779
Miramar Capital
Illinois
$259K -$127K -498 -33%
FA
2780
Fountainhead AM
New Jersey
$259K +$2.81K +11 +1%
BC
2781
Burleson & Co
California
$257K +$257K +1,006 New
WFMPM
2782
Woodley Farra Manion Portfolio Management
Indiana
$256K -$1.79K -7 -0.7%
CNC
2783
Citizens & Northern Corp
Pennsylvania
$255K -$25.5K -100 -9%
EWF
2784
Epstein & White Financial
California
$255K +$1.02K +4 +0.4%
WFWM
2785
Wechter Feldman Wealth Management
New Jersey
$255K +$2.55K +10 +1%
WOC
2786
West Oak Capital
California
$254K – – –
EE
2787
EWG Elevate
California
$254K +$19.6K +77 +8%
SFA
2788
Source Financial Advisors
New York
$253K -$15.4K -60 -6%
MA
2789
MJP Associates
Connecticut
$253K +$25.3K +99 +11%
BWAM
2790
Boyd Watterson Asset Management
Ohio
$252K +$8.95K +35 +4%
DACG
2791
Donor Advised Charitable Giving
California
$251K – – –
SFPG
2792
Stonebridge Financial Planning Group
Florida
$251K – – –
GCM
2793
Gunderson Capital Management
South Carolina
$251K +$251K +981 New
GAM
2794
Geier Asset Management
Maryland
$250K – – –
CWM
2795
Cedar Wealth Management
California
$250K +$250K +977 New
NCM
2796
Nelson Capital Management
California
$249K -$12.7K -50 -5%
RPG
2797
Resource Planning Group
Georgia
$249K – – –
HIM
2798
Hillsdale Investment Management
Ontario, Canada
$248K -$12.8K -50 -5%
MWM
2799
McNaughton Wealth Management
California
$248K +$12.3K +48 +5%
BFP
2800
Briaud Financial Planning
Texas
$247K – – –
110 111
112
113 114