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 %
BCM
2976
Birch Capital Management
Texas
$26K – – –
BCA
2977
Bray Capital Advisors
Florida
$25K – – –
HF
2978
Halpern Financial
Virginia
$24.3K +$24.3K +95 New
MS
2979
Mizuho Securities
Japan
$24K +$1.79K +7 +8%
NIM
2980
NuWave Investment Management
New Jersey
$24K +$24K +94 New
TIAM
2981
TT International Asset Management
United Kingdom
$22.6K – – –
FC
2982
Fiduciary Counselling
Minnesota
$21K +$21K +81 New
EIM
2983
Essex Investment Management
Massachusetts
$19K – – –
MWC
2984
MBM Wealth Consultants
Missouri
$13K +$255 +1 +2%
FGAM
2985
Financial Gravity Asset Management
Texas
$12.2K +$5.22K +1,815 +74%
SWM
2986
Strategic Wealth Management
Washington
$12K – – –
JIR
2987
James Investment Research
Ohio
$10K – – –
EW
2988
Emerson Wealth
Michigan
$6K +$6K +24 New
SCA
2989
Stuart Chaussee & Associates
California
$6K +$6K +24 New
EAM
2990
Eukles Asset Management
Ohio
$6K +$6K +25 New
FPW
2991
Flagship Private Wealth
Massachusetts
$5.25K – – –
TCM
2992
TD Capital Management
Tennessee
$5K – – –
MGI
2993
MayTech Global Investments
New York
$4K – – –
PC
2994
Permanens Capital
New York
$4K +$1.5K +6 +60%
LFASL
2995
Lugano Financial Advisors SA (LFA)
Switzerland
$3K -$672K -2,239 -100%
CAM
2996
ClariVest Asset Management
California
$3K – – –
AMC
2997
Asset Management Corp
Illinois
$2.29K -$141 -550 -6%
UFF
2998
USA Financial Formulas
Michigan
$2K – – –
SHCM
2999
Silver Heights Capital Management
Ontario, Canada
$2K +$2K +7 New
1WM
3000
1900 Wealth Management
Texas
$1.65K – – –
118 119
120
121 122