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 %
KCM
576
Kanawha Capital Management
Virginia
$18.1M -$459K -1,795 -2%
GCM
577
Gabalex Capital Management
New York
$17.9M -$138K -541 -0.8%
Cerity Partners
578
Cerity Partners
New York
$17.9M -$1.01M -3,946 -5%
RIL
579
Rothschild Investment LLC
Illinois
$17.9M -$38.6K -151 -0.2%
UB
580
UMB Bank
Missouri
$17.8M -$49.6K -194 -0.3%
EWA
581
EP Wealth Advisors
California
$17.7M +$1.45M +5,695 +9%
ACI
582
Alpha Cubed Investments
California
$17.7M +$1.41M +5,535 +9%
HB
583
Homrich & Berg
Georgia
$17.7M +$65.4K +256 +0.4%
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$17.6M +$33.5K +131 +0.2%
AL
585
Aspiriant LLC
California
$17.6M -$504K -1,974 -3%
Man Group
586
Man Group
United Kingdom
$17.5M -$8.25M -32,280 -32%
PTB
587
Pioneer Trust Bank
Oregon
$17.5M +$216K +847 +1%
NFC
588
Northeast Financial Consultants
Connecticut
$17.5M -$7.66M -30,000 -30%
MWM
589
Modera Wealth Management
New Jersey
$17.5M -$316K -1,235 -2%
Capital Fund Management (CFM)
590
Capital Fund Management (CFM)
France
$17.4M +$17.4M +68,109 New
SBWIC
591
Schaper Benz & Wise Investment Counsel
Wisconsin
$17.4M -$127K -498 -0.7%
CWM
592
Cabot Wealth Management
Massachusetts
$17.3M +$1.51M +5,907 +10%
Bessemer Group
593
Bessemer Group
New Jersey
$17.3M +$924K +3,615 +6%
CI
594
Cigna Investments
Connecticut
$17.2M +$253K +992 +1%
BMSSC
595
B. Metzler seel. Sohn & Co
Germany
$17.1M -$1.27M -4,977 -7%
LOPW
596
Live Oak Private Wealth
North Carolina
$17.1M +$637K +2,493 +4%
IAA
597
Independent Advisor Alliance
North Carolina
$17M +$890K +3,485 +6%
EP
598
Edgestream Partners
New Jersey
$17M -$8.04M -31,482 -32%
BFO
599
Boston Family Office
Massachusetts
$17M +$170K +666 +1%
PA
600
Pinnacle Associates
New York
$16.9M -$432K -1,692 -2%
22 23
24
25 26