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 %
BCAM
2826
Boston Common Asset Management
Massachusetts
$233K – – –
BA
2827
BCM Advisors
Louisiana
$231K -$40.8K -150 -15%
KBFS
2828
Kohmann Bosshard Financial Services
Ohio
$231K -$3.83K -15 -2%
WIM
2829
Westside Investment Management
California
$230K +$43.4K +489 +23%
ASA
2830
Armstrong Shaw Associates
Connecticut
$230K – – –
HIM
2831
Hanlon Investment Management
New Jersey
$230K – – –
DLG
2832
Daniel L. Goodwin
$230K – – –
EARNEST Partners
2833
EARNEST Partners
Georgia
$230K – – –
BC
2834
Brio Consultants
California
$227K -$64K -250 -22%
SC
2835
Steph & Co
Wisconsin
$227K – – –
GHAM
2836
Gilman Hill Asset Management
Connecticut
$226K -$46.1K -180 -17%
SJIM
2837
St. Johns Investment Management
Florida
$225K – – –
SFP
2838
Sandbox Financial Partners
Maryland
$225K +$225K +856 New
BMD
2839
Better Money Decisions
New Mexico
$225K +$225K +881 New
GPA
2840
Guidance Point Advisors
Massachusetts
$223K – – –
MAM
2841
MMA Asset Management
Pennsylvania
$222K -$511 -2 -0.2%
II
2842
Ibex Investors
Colorado
$221K +$221K +865 New
NFG
2843
Northeast Financial Group
Pennsylvania
$220K -$13.3K -52 -6%
LC
2844
Lavaca Capital
Texas
$220K -$116K -453 -35%
ATWA
2845
Arbor Trust Wealth Advisors
Michigan
$219K +$219K +852 New
JSA
2846
Jacobson & Schmitt Advisors
Wisconsin
$219K +$219K +857 New
BEI
2847
Benjamin Edwards Inc
Missouri
$218K – – –
CFSG
2848
Clark Financial Services Group
Missouri
$218K +$218K +853 New
CRI
2849
Colonial River Investments
Virginia
$216K -$78.1K -306 -27%
CWM
2850
Campbell Wealth Management
Virginia
$216K -$57.5K -225 -21%
112 113
114
115 116