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 %
MA
501
Menlo Advisors
California
$23M -$705K -2,761 -3%
CA
502
Cetera Advisors
Colorado
$23M +$1.43M +5,614 +7%
AAS
503
Avantax Advisory Services
Texas
$23M +$2.03M +7,954 +10%
Vontobel Holding
504
Vontobel Holding
Switzerland
$23M -$5.24M -20,508 -19%
CA
505
CapWealth Advisors
Tennessee
$23M +$1.26M +4,941 +6%
GCM
506
GoodHaven Capital Management
New Jersey
$22.9M – – –
SI
507
Stephens Inc
Arkansas
$22.9M +$3.12M +12,208 +16%
Jones Financial Companies
508
Jones Financial Companies
Missouri
$22.9M +$168K +659 +0.7%
QOP
509
Quinn Opportunity Partners
Virginia
$22.8M +$5.14M +20,103 +29%
WCA
510
Waratah Capital Advisors
Ontario, Canada
$22.8M +$12M +46,800 +110%
Qube Research & Technologies (QRT)
511
Qube Research & Technologies (QRT)
United Kingdom
$22.8M -$17.2M -67,212 -43%
PSUF
512
People's United Financial
Connecticut
$22.8M -$194K -759 -0.8%
AIM
513
AMI Investment Management
Indiana
$22.7M +$23.8K +93 +0.1%
TIP
514
Torray Investment Partners
Maryland
$22.6M +$2.87M +11,245 +15%
GJCM
515
Grand Jean Capital Management
California
$22.6M -$479K -1,875 -2%
TNA
516
True North Advisors
Texas
$22.5M +$823K +3,222 +4%
TYCC
517
Texas Yale Capital Corp
Florida
$22.4M -$850K -3,326 -4%
LF
518
Lee Financial
Texas
$22.4M +$1.73M +6,762 +8%
PWP
519
Private Wealth Partners
California
$22.4M -$114K -448 -0.5%
CFA
520
Carroll Financial Associates
North Carolina
$22.4M +$102K +398 +0.5%
JIC
521
Johnson Investment Counsel
Ohio
$22.3M -$125K -489 -0.6%
DWM
522
Doyle Wealth Management
Florida
$22.2M -$1.39M -5,435 -6%
KPWS
523
Kestra Private Wealth Services
Texas
$22.2M -$73.3K -287 -0.3%
AWM
524
AE Wealth Management
Kansas
$22.1M -$1.38M -5,393 -6%
NMIMC
525
Northwestern Mutual Investment Management Company
Wisconsin
$22.1M -$5.2M -20,362 -19%
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