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 %
VFA
676
Voya Financial Advisors
Connecticut
$13.3M +$267K +1,034 +2%
MFAM
677
Motley Fool Asset Management
Virginia
$13.2M -$305K -1,192 -2%
UIM
678
USS Investment Management
United Kingdom
$13.2M – – –
MCP
679
Mirador Capital Partners
California
$13M +$860K +3,366 +7%
AAM
680
Autus Asset Management
Arizona
$13M +$810K +3,171 +7%
BCI
681
Brinker Capital Investments
Pennsylvania
$13M +$9.01M +35,264 +229%
VCM
682
Violich Capital Management
California
$12.9M -$39.6K -155 -0.3%
ACA
683
Anchor Capital Advisors
Massachusetts
$12.9M -$9.16M -35,847 -42%
SWM
684
Sculati Wealth Management
Michigan
$12.9M -$168K -656 -1%
SAM
685
Satovsky Asset Management
New York
$12.9M -$369K -1,442 -3%
CA
686
Callahan Advisors
Texas
$12.9M +$302K +1,184 +2%
SI
687
Sprott Inc
Ontario, Canada
$12.8M – – –
TWM
688
TLW Wealth Management
Florida
$12.8M +$3.58K +14 +0%
CIA
689
Choate Investment Advisors
Massachusetts
$12.8M +$512K +2,004 +4%
AIM
690
Allen Investment Management
New York
$12.8M – – –
FCM
691
Fairholme Capital Management
Florida
$12.8M -$2.42M -9,490 -16%
WorldQuant Millennium Advisors
692
WorldQuant Millennium Advisors
New York
$12.7M – – –
WF
693
WoodTrust Financial
Wisconsin
$12.7M -$285K -1,115 -2%
UR
694
USCA RIA
Texas
$12.7M +$293K +1,145 +2%
LKIM
695
Lawson Kroeker Investment Management
Nebraska
$12.7M -$42.9K -168 -0.3%
AWM
696
Avior Wealth Management
Nebraska
$12.7M -$39.1K -153 -0.3%
CIAS
697
Capital Investment Advisory Services
North Carolina
$12.7M +$192K +752 +2%
HIA
698
Harbor Investment Advisory
Maryland
$12.7M +$166K +651 +1%
S
699
SignatureFD
Georgia
$12.6M +$2.82M +11,037 +29%
AI
700
Atria Investments
North Carolina
$12.6M +$17.1K +67 +0.1%
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