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 %
WPA
2901
West Paces Advisors
Georgia
$152K -$383K -1,500 -72%
RWG
2902
Regal Wealth Group
California
$152K +$3.07K +12 +2%
SGAM
2903
Smith Group Asset Management
Texas
$151K +$7.92K +31 +6%
OSNBOA
2904
Old Second National Bank of Aurora
Illinois
$148K – – –
WAM
2905
Wolverine Asset Management
Illinois
$147K -$574K -2,255 -80%
AIG
2906
American International Group
New York
$144K -$7.23K -28,306 -5%
LD
2907
Lipe & Dalton
New York
$141K -$12.8K -50 -8%
ACM
2908
Adalta Capital Management
New York
$141K +$141K +553 New
State Farm Mutual Automobile Insurance
2909
State Farm Mutual Automobile Insurance
Illinois
$138K – – –
CBT
2910
Central Bank & Trust
Kentucky
$134K -$3.82K -15 -3%
Loomis, Sayles & Company
2911
Loomis, Sayles & Company
Massachusetts
$133K +$76.7K +301 +136%
CP
2912
Cumberland Partners
Ontario, Canada
$131K -$135K -528 -51%
TFA
2913
Toth Financial Advisory
Virginia
$130K +$10.3K +40 +9%
SAM
2914
Sycomore Asset Management
France
$129K – – –
WWM
2915
Wolff Wiese Magana
California
$129K – – –
TI
2916
Truehand Inc
New Hampshire
$128K – – –
GC
2917
Grace Capital
Massachusetts
$128K – – –
TFIPS
2918
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K -$7.66K -30 -6%
OCM
2919
Orion Capital Management
California
$120K – – –
FFA
2920
Freedman Financial Associates
Massachusetts
$119K +$3.84K +15 +3%
M1FG
2921
Mach-1 Financial Group
Arkansas
$118K – – –
HWM
2922
HighMark Wealth Management
Minnesota
$117K -$4.08K -16 -3%
CIR
2923
Clear Investment Research
Georgia
$116K – – –
JPLA
2924
Joseph P. Lucia & Associates
New York
$116K – – –
CWM
2925
Cranbrook Wealth Management
Michigan
$110K – – –
115 116
117
118 119