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 %
WC
801
Whitney & Co
New York
$9.49M +$161K +629 +2%
FNT
802
First National Trust
Pennsylvania
$9.48M -$110K -432 -1%
PAM
803
Private Asset Management
California
$9.38M +$112K +438 +1%
CA
804
Cumberland Advisors
Florida
$9.35M +$469K +1,835 +5%
GAI
805
General American Investors
New York
$9.34M – – –
CAM
806
Columbia Asset Management
Michigan
$9.33M +$392K +1,535 +4%
HAG
807
HighPoint Advisor Group
Illinois
$9.33M +$188K +707 +2%
RIM
808
Redpoint Investment Management
Australia
$9.31M +$465K +1,822 +5%
BS
809
Boenning & Scattergood
Pennsylvania
$9.28M +$376K +1,471 +4%
CPC
810
Congress Park Capital
New York
$9.28M -$145K -568 -2%
SAM
811
Summit Asset Management
Tennessee
$9.24M -$193K -755 -2%
PP
812
Palladium Partners
Virginia
$9.24M +$78.2K +306 +0.9%
SAMT
813
Select Asset Management & Trust
Pennsylvania
$9.22M +$657K +2,570 +8%
PFM
814
Patton Fund Management
Texas
$9.22M -$566K -2,217 -6%
NFG
815
Nations Financial Group
Iowa
$9.21M +$3.02M +11,822 +49%
MWM
816
Mission Wealth Management
California
$9.14M +$301K +1,180 +3%
AL
817
Arnhold LLC
New York
$9.13M – – –
CA
818
Clearstead Advisors
Ohio
$9.12M -$156K -609 -2%
UAM
819
Unison Asset Management
Florida
$9.1M – – –
FFWA
820
FRG Family Wealth Advisors
Washington
$9.1M -$58K -227 -0.6%
RCM
821
RB Capital Management
Nevada
$9.07M -$16.1K -63 -0.2%
BHWM
822
Bar Harbor Wealth Management
New Hampshire
$9.06M -$364K -1,424 -4%
KJWM
823
Kiley Juergens Wealth Management
Washington
$9.05M +$76.4K +299 +0.9%
WSFS
824
Wilmington Savings Fund Society
Delaware
$9.04M -$182K -714 -2%
WS
825
Wedbush Securities
California
$9.04M +$1.6M +6,279 +22%
31 32
33
34 35