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 %
AIA
326
Avalon Investment & Advisory
Texas
$47.4M +$290K +1,136 +0.6%
WRF
327
Waddell & Reed Financial
Kansas
$47.3M – – –
SIC
328
Salem Investment Counselors
North Carolina
$47.1M +$854K +3,341 +2%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$45.8M – – –
V
330
Veritable
Delaware
$45.7M +$405K +1,587 +0.9%
CK
331
Cohen Klingenstein
New York
$45.3M – – –
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.1M -$2.76M -10,808 -6%
WT
333
Whittier Trust
California
$45M +$3.13M +12,270 +7%
CPSAC
334
Chas P. Smith & Associates (CPS)
Florida
$44.7M +$63.9K +250 +0.1%
Axa
335
Axa
France
$44.2M -$88.4M -346,107 -67%
TRCT
336
Tower Research Capital (TRC)
New York
$44.1M +$24.1M +94,523 +121%
ERSOT
337
Employees Retirement System of Texas
Texas
$44M – – –
ICP
338
Ironvine Capital Partners
Nebraska
$43.7M -$910K -3,563 -2%
ADEF
339
Adams Diversified Equity Fund
Maryland
$43.3M +$22.3M +87,200 +106%
HCM
340
Harspring Capital Management
New York
$43.2M +$7.79M +30,500 +22%
AP
341
Archon Partners
New Jersey
$42.5M – – –
Connor, Clark & Lunn Investment Management (CC&L)
342
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.5M -$44M -172,357 -51%
Citadel Advisors
343
Citadel Advisors
Florida
$42M -$66.9M -261,972 -61%
MP
344
MSD Partners
New York
$41.9M +$41.9M +164,191 New
WBC
345
Westpac Banking Corp
Australia
$41.5M -$5.85M -22,907 -12%
PL
346
Parthenon LLC
Kentucky
$41.4M -$278K -1,090 -0.7%
SAM
347
Securian Asset Management
Minnesota
$41.3M -$2.26M -8,866 -5%
OPERF
348
Oregon Public Employees Retirement Fund
Oregon
$41.3M +$2.03M +7,944 +5%
PP
349
Prospector Partners
Connecticut
$41.3M -$2.97M -11,625 -7%
Jane Street
350
Jane Street
New York
$41.2M -$188M -735,691 -82%
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