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 %
HA
2876
Harborview Advisors
Maine
$202K +$202K +790 New
LG
2877
LaFleur & Godfrey
Michigan
$202K +$202K +790 New
FFA
2878
Fi3 Financial Advisors
Indiana
$202K +$202K +790 New
GWMIA
2879
Global Wealth Management Investment Advisory
Florida
$201K +$3.07K +12 +2%
DA
2880
Dillon & Associates
Michigan
$201K +$201K +788 New
OGF
2881
Orin Green Financial
California
$201K +$201K +788 New
BC
2882
Barnett & Company
Tennessee
$196K – – –
HFM
2883
Harvest Fund Management
China
$192K +$108K +424 +128%
ONST
2884
Old North State Trust
North Carolina
$191K – – –
FA
2885
Financial Advantage
Maryland
$191K – – –
RDFA
2886
Ritter Daniher Financial Advisory
Ohio
$190K – – –
SVCF
2887
Silicon Valley Community Foundation
California
$188K +$188K +735 New
FRA
2888
Front Row Advisors
California
$185K -$6.4K -25 -3%
AIM
2889
Arcadia Investment Management
Michigan
$181K – – –
APWA
2890
Atlas Private Wealth Advisors
New Jersey
$177K +$2.55K +10 +1%
KFS
2891
Kelly Financial Services
Massachusetts
$176K +$12.8K +50 +8%
KFP
2892
KB Financial Partners
New Jersey
$174K +$174K +680 New
APW
2893
Acima Private Wealth
Virginia
$173K +$57.3K +225 +50%
FA
2894
Fortis Advisors
Pennsylvania
$172K – – –
SIA
2895
Sit Investment Associates
Minnesota
$168K – – –
MFA
2896
McClarren Financial Advisors
Pennsylvania
$167K – – –
HS
2897
Horan Securities
United States
$167K +$68.1K +266 +69%
FWC
2898
First Washington Corp
Washington
$166K – – –
MIM
2899
Macroview Investment Management
Maryland
$166K – – –
IBOK
2900
Independence Bank of Kentucky
Kentucky
$155K -$2.56K -10 -2%
114 115
116
117 118