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 %
HF
451
HRT Financial
New York
$26.7M -$66.5M -260,178 -71%
VFA
452
Valeo Financial Advisors
Indiana
$26.5M -$22.6M -157,278 -46%
CAM
453
Claret Asset Management
Quebec, Canada
$26.4M -$478K -1,872 -2%
GWM
454
Geneos Wealth Management
Colorado
$26.4M -$520K -1,891 -2%
AB
455
Amalgamated Bank
New York
$26.4M -$1.09M -4,254 -4%
FBB
456
Fulton Breakefield Broenniman
Maryland
$26.3M +$3.62M +14,153 +16%
LC
457
Lincoln Capital
Nebraska
$26.3M -$221K -866 -0.8%
SC
458
Steginsky Capital
New York
$26.3M -$82K -321 -0.3%
AC
459
Athanor Capital
New York
$26.2M +$26.2M +102,655 New
CANC
460
Culbertson A N & Co
Virginia
$26.1M -$345K -1,352 -1%
CC
461
Cadinha & Co
Hawaii
$26.1M +$12.6M +49,176 +92%
GJIC
462
Gamble Jones Investment Counsel
California
$26.1M -$333K -1,303 -1%
FAM
463
Fenimore Asset Management
New York
$26M -$6.78M -26,532 -21%
PIC
464
Portland Investment Counsel
Ontario, Canada
$26M +$8.93M +34,941 +52%
CAN
465
Cetera Advisor Networks
California
$25.8M -$423K -1,656 -2%
SSWM
466
Smith Salley Wealth Management
North Carolina
$25.7M +$957K +3,746 +4%
SC
467
SouthState Corp
Florida
$25.6M +$423K +1,654 +2%
TIM
468
Tikehau Investment Management
France
$25.4M -$27.4M -107,400 -52%
PI
469
PEAK6 Investments
Illinois
$25.4M -$8.57M -33,537 -25%
SRC
470
Shufro Rose & Co
New York
$25.4M -$788K -3,083 -3%
EMPI
471
Elo Mutual Pension Insurance
Finland
$25.3M -$186K -727 -0.7%
YIA
472
YHB Investment Advisors
Connecticut
$25.2M -$2.49M -9,139 -9%
IGGA
473
Iron Gate Global Advisors
Utah
$25.2M +$1.03M +4,035 +4%
SPIA
474
Steward Partners Investment Advisory
New York
$25.2M +$3.47M +13,592 +16%
SEM
475
Suncoast Equity Management
Florida
$25.1M +$636K +2,488 +3%
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