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 %
TS
2801
Tamar Securities
California
$247K +$8.18K +32 +3%
AFG
2802
Affinia Financial Group
Massachusetts
$247K +$247K +853 New
AHC
2803
Anderson Hoagland & Co
Missouri
$246K -$18.4K -72 -7%
SMH
2804
Sanders Morris Harris
Texas
$246K – – –
GCMG
2805
Gyroscope Capital Management Group
Florida
$246K – – –
TNAM
2806
Terra Nova Asset Management
New York
$246K +$16.6K +65 +7%
PIM
2807
Provident Investment Management
Michigan
$245K +$2.55K +10 +1%
MHC
2808
Meyer Handelman Company
New York
$245K +$245K +960 New
BEC
2809
Blue Edge Capital
Virginia
$244K – – –
MWP
2810
MYCIO Wealth Partners
Pennsylvania
$243K +$243K +950 New
LAM
2811
LifePro Asset Management
California
$242K -$28.1K -110 -10%
HFS
2812
Howard Financial Services
Texas
$242K -$7.66K -30 -3%
LFPWM
2813
Leicht Financial Planning & Wealth Management
New Jersey
$242K +$4.09K +16 +2%
BFA
2814
Beacon Financial Advisory
Ohio
$242K +$242K +947 New
ACM
2815
Alamar Capital Management
California
$240K +$240K +939 New
MA
2816
Mosaic Advisors
Texas
$240K +$240K +941 New
SFM
2817
Signet Financial Management
New Jersey
$239K -$21.7K -85 -8%
PCA
2818
Providence Capital Advisors
North Carolina
$239K +$65.8K +258 +38%
FAN
2819
Financial Advisors Network
California
$236K – – –
DC
2820
Derby & Company
Massachusetts
$235K – – –
RA
2821
Rodgers & Associates
Pennsylvania
$234K -$96.3K -377 -29%
COF
2822
Capital One Financial
Virginia
$234K -$26.5K -104 -10%
PAA
2823
Peregrine Asset Advisers
Oregon
$234K – – –
AWM
2824
Affinity Wealth Management
Delaware
$234K – – –
ACM
2825
Ayrshire Capital Management
Connecticut
$233K -$19.1K -75 -8%
111 112
113
114 115