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 %
CCM
2926
Cutler Capital Management
Massachusetts
$110K +$110K +430 New
GCM
2927
Gables Capital Management
Florida
$109K -$25.6K -100 -19%
RIA
2928
RPG Investment Advisory
California
$109K +$62.8K +245 +136%
GFPC
2929
Global Financial Private Client
Florida
$105K +$98.9K +383 +1,596%
PCM
2930
Pinz Capital Management
New York
$102K +$102K +400 New
NG
2931
NWK Group
California
$100K – – –
EI
2932
Ellevest Inc
New York
$99K – – –
SWM
2933
Selective Wealth Management
Virginia
$96K -$165K -644 -63%
RA
2934
Resolute Advisors
California
$96K +$96K +465 New
AWC
2935
Abundance Wealth Counselors
Pennsylvania
$95K +$95K +370 New
HWM
2936
Holloway Wealth Management
Florida
$90K -$82K – –
ARIS
2937
Advanced Research Investment Solutions
California
$89K – – –
DI
2938
Disciplined Investments
Oklahoma
$89K +$25.4K +100 +40%
AWM
2939
Avondale Wealth Management
Texas
$89K +$50.9K +200 +133%
Nisa Investment Advisors
2940
Nisa Investment Advisors
Missouri
$87.5K -$4.85K -18,986 -5%
CCMW
2941
Cypress Capital Management (Wyoming)
Wyoming
$87K -$7.12K -28 -8%
FMTCOCP
2942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K – – –
Q
2943
QVR
California
$78K +$78K +305 New
AA
2944
AlphaMark Advisors
Kentucky
$77K – – –
LGWM
2945
Litman Gregory Wealth Management
California
$77K – – –
AS
2946
Altshuler Shaham
Israel
$75K -$33K -129 -31%
IRC
2947
Investors Research Corp
Georgia
$75K – – –
IWP
2948
IAG Wealth Partners
Wisconsin
$73K – – –
SCM
2949
Silvant Capital Management
Georgia
$72K – – –
HI
2950
Hoey Investments
Pennsylvania
$64K +$38.4K +150 +150%
116 117
118
119 120