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 %
CC
701
Chicago Capital
Illinois
$12.6M +$42.7K +167 +0.3%
SIM
702
Sterling Investment Management
Arizona
$12.5M -$125K -489 -1%
BAM
703
Barrett Asset Management
New York
$12.5M -$912K -3,568 -7%
BG
704
Bahl & Gaynor
Ohio
$12.5M -$57.7K -226 -0.5%
MFWM
705
Motley Fool Wealth Management
Virginia
$12.4M +$488K +1,909 +4%
PL
706
Parkwood LLC
Ohio
$12.4M -$1.73M -6,780 -12%
NIPH
707
NN Investment Partners Holdings
Netherlands
$12.4M -$4.53M -17,744 -27%
SSB
708
Sandy Spring Bank
Maryland
$12.3M -$953K -3,730 -7%
DLCIG
709
D.L. Carlson Investment Group
New Hampshire
$12.3M +$6.85M +26,824 +126%
QF
710
QVT Financial
New York
$12.2M – – –
ASN
711
Advisory Services Network
Georgia
$12.2M +$135K +528 +1%
LFRG
712
Lazard Frères Gestion
France
$12.2M -$631K -2,880 -5%
WANY
713
Wealthspire Advisors (New York)
New York
$12.2M +$2.97M +11,626 +32%
BCM
714
Banyan Capital Management
Georgia
$12.2M -$61.8K -242 -0.5%
TCOK
715
Trust Company of Kansas
Kansas
$12.2M +$802K +3,141 +7%
MWM
716
Minot Wealth Management
Massachusetts
$12.1M +$649K +2,540 +6%
IA
717
IFP Advisors
Florida
$12.1M +$1.04M +4,065 +9%
MC
718
Middleton & Co
Massachusetts
$12.1M -$333K -1,304 -3%
Massachusetts Financial Services
719
Massachusetts Financial Services
Massachusetts
$12.1M -$944K -3,694 -7%
KLI
720
Kelman-Lazarov Inc
Tennessee
$12.1M +$74.3K +291 +0.6%
BFG
721
Beacon Financial Group
Texas
$12.1M – – –
MCA
722
Mercer Capital Advisers
New Jersey
$12M -$23K -90 -0.2%
PAM
723
Peak Asset Management
Colorado
$12M -$375K -1,469 -3%
MLL
724
Moody Lynn & Lieberson
Massachusetts
$12M +$6.78M +26,523 +131%
MGIA
725
Moneta Group Investment Advisors
Missouri
$11.9M +$3.28M +12,829 +38%
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