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 %
FWCM
651
Ferguson Wellman Capital Management
Oregon
$14.4M -$1.54M -6,034 -10%
BFIM
652
Beese Fulmer Investment Management
Ohio
$14.4M -$302K -1,183 -2%
CAM
653
Close Asset Management
United Kingdom
$14.4M -$818K -3,198 -5%
FSA
654
Franklin Street Advisors
North Carolina
$14.4M -$43.2K -169 -0.3%
AWM
655
Altavista Wealth Management
North Carolina
$14.3M -$80.2K -314 -0.6%
BEAM
656
Baker Ellis Asset Management
Washington
$14.2M -$61.8K -242 -0.4%
GF
657
Gabelli Funds
New York
$14.1M +$2.55M +10,000 +22%
WCM
658
Weik Capital Management
Pennsylvania
$14M -$161K -630 -1%
QI
659
QV Investors
Alberta, Canada
$14M -$1.46M -5,720 -9%
KRSITF
660
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14M -$251K -983 -2%
SWP
661
Stratos Wealth Partners
Ohio
$14M +$33.7K +132 +0.2%
GG
662
Greenwood Gearhart
Arkansas
$13.9M +$44.7K +175 +0.3%
PHS
663
Pekin Hardy Strauss
Illinois
$13.9M +$326K +1,275 +2%
UONDDL
664
University of Notre Dame du Lac
Indiana
$13.9M +$1.1M +4,299 +9%
BRWA
665
B. Riley Wealth Advisors
Florida
$13.9M +$4.15M +16,226 +43%
BAM
666
Belpointe Asset Management
Nevada
$13.8M -$190K -742 -1%
FCBT
667
First Citizens Bank & Trust
North Carolina
$13.7M +$99.9K +391 +0.7%
CIM
668
Corda Investment Management
Texas
$13.6M -$305K -1,193 -2%
WA
669
WP Advisors
California
$13.5M -$425K -1,663 -3%
TI
670
Trigran Investments
Illinois
$13.4M -$63.9K -250 -0.5%
GP
671
Greenline Partners
New York
$13.4M +$253K +991 +2%
AWS
672
Arkfeld Wealth Strategies
Nebraska
$13.4M +$174K +650 +1%
WAM
673
World Asset Management
Michigan
$13.3M -$795K -2,892 -6%
RSVP
674
Ramsay Stattman Vela & Price
Colorado
$13.3M +$47.3K +185 +0.4%
AC
675
Allstate Corporation
Illinois
$13.3M +$604K +2,365 +5%
25 26
27
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