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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 %
BHWM
3051
Bay Harbor Wealth Management
Maryland
– -$359K -1,547 Closed
PHK
3052
Point72 Hong Kong
Hong Kong
– -$354K -1,526 Closed
OQS
3053
Occudo Quantitative Strategies
Florida
– -$312K -1,347 Closed
AA
3054
Argent Advisors
Louisiana
– -$297K -1,281 Closed
MPPLM
3055
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$278K -1,200 Closed
CPC
3056
Cookson Peirce & Co
Pennsylvania
– -$273K -1,179 Closed
BCP
3057
Blackhawk Capital Partners
Wisconsin
– -$241K -1,131 Closed
CCFM
3058
Clear Creek Financial Management
Washington
– -$244K -1,056 Closed
CWM
3059
CMH Wealth Management
New Hampshire
– -$232K -1,000 Closed
AIA
3060
Armor Investment Advisors
North Carolina
– -$231K -995 Closed
BC
3061
Brookfield Corp
Ontario, Canada
– -$220K -950 Closed
CWM
3062
Concentrum Wealth Management
California
– -$219K -945 Closed
AC
3063
AlphaCore Capital
California
– -$159K -684 Closed
OIM
3064
Oder Investment Management
California
– -$150K -646 Closed
SIAG
3065
Safeguard Investment Advisory Group
California
– -$143K -618 Closed
IA
3066
IFS Advisors
Kansas
– -$126K -545 Closed
BWM
3067
Birchcreek Wealth Management
Ohio
– -$120K -518 Closed
D
3068
Diversified
Delaware
– -$93K -435 Closed
SFG
3069
Sowa Financial Group
Rhode Island
– -$99K -429 Closed
WIM
3070
Wilen Investment Management
Florida
– -$79K -350 Closed
NC
3071
Nixon Capital
Texas
– -$70K -300 Closed
TIAM2
3072
Tru Independence Asset Management 2
Oregon
– -$53K -230 Closed
TAM
3073
Troy Asset Management
United Kingdom
– -$40K -172 Closed
SIM
3074
Seaview Investment Managers
Florida
– -$22K -97 Closed
FWM
3075
FSA Wealth Management
Massachusetts
– -$18K -77 Closed
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