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 %
AF
726
Allworth Financial
California
$11.9M +$1.21M +4,724 +11%
LNB
727
Ledyard National Bank
$11.9M +$285K +1,116 +2%
NEWAS
728
N.E.W. Advisory Services
Wisconsin
$11.8M -$1.75M -6,770 -13%
BFIC
729
Bedell Frazier Investment Counselling
California
$11.8M +$4.39M +17,191 +59%
MI
730
Markston International
New York
$11.8M -$451K -1,767 -4%
NA
731
NewEdge Advisors
Louisiana
$11.8M +$246K +961 +2%
MCM
732
Murphy Capital Management
New Jersey
$11.8M +$102K +398 +0.9%
WFG
733
Wills Financial Group
Virginia
$11.7M -$272K -1,066 -2%
QI
734
QS Investors
New York
$11.7M -$77.7K -304 -0.7%
WPW
735
Waldron Private Wealth
Pennsylvania
$11.7M +$1.91M +7,477 +20%
Skandinaviska Enskilda Banken (SEB)
736
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M +$25.5K +100 +0.2%
ERIM
737
Eagle Ridge Investment Management
Connecticut
$11.7M +$8.4M +32,877 +256%
CPA
738
Court Place Advisors
Maryland
$11.6M -$236K -925 -2%
SPC
739
Sigma Planning Corp
Michigan
$11.6M +$1.05M +4,124 +10%
TCCM
740
Timber Creek Capital Management
Massachusetts
$11.5M -$154K -603 -1%
HHMI
741
Howard Hughes Medical Institute
Maryland
$11.5M – – –
B
742
BP
United Kingdom
$11.4M -$1.79M -7,000 -14%
BAPIM
743
British Airways Pensions Investment Management
United Kingdom
$11.4M -$698K -2,734 -6%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M +$267K +1,044 +2%
CHAM
745
Clear Harbor Asset Management
Connecticut
$11.3M -$142K -554 -1%
AC
746
Alexandria Capital
Virginia
$11.2M -$250K -978 -2%
FM
747
Family Management
New York
$11.2M +$5.04M +19,730 +82%
FCH
748
Freestone Capital Holdings
Washington
$11.2M +$2.15M +8,431 +24%
PAIM
749
Punch & Associates Investment Management
Minnesota
$11.2M +$220K +860 +2%
JWBC
750
J.W. Burns & Co
New York
$11.1M +$35.5K +139 +0.3%
28 29
30
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