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 %
WAS
926
Winch Advisory Services
Wisconsin
$7.04M +$198K +776 +3%
HT
927
Heritage Trust
Oklahoma
$7.03M -$149K -583 -2%
EFS
928
Essex Financial Services
Connecticut
$7.02M +$928K +3,634 +15%
SFO
929
Stokes Family Office
Louisiana
$6.99M -$158K -617 -2%
CNBTD
930
Citizens National Bank Trust Department
Mississippi
$6.98M +$6.39K +25 +0.1%
OSAM
931
O'Shaughnessy Asset Management
Connecticut
$6.97M +$1.78M +6,956 +34%
YL
932
YCG LLC
Texas
$6.93M +$369K +1,443 +6%
DAS
933
Dynamic Advisor Solutions
Arizona
$6.91M -$916K -3,585 -12%
KAM
934
Knightsbridge Asset Management
California
$6.9M -$372K -1,458 -5%
SRC
935
Stone Run Capital
New York
$6.9M – – –
FTC
936
Farmers Trust Company
Ohio
$6.9M +$6.34M +24,838 +1,148%
TC
937
Telemus Capital
Michigan
$6.89M +$186K +710 +3%
STB
938
S&T Bank
Pennsylvania
$6.87M +$85.8K +336 +1%
CIM
939
Courant Investment Management
Tennessee
$6.87M – – –
LA
940
LFL Advisers
Illinois
$6.86M – – –
PWM
941
Perigon Wealth Management
California
$6.85M +$339K +1,325 +5%
EAM
942
Evanson Asset Management
California
$6.85M -$183K -715 -3%
HSA
943
HBK Sorce Advisory
Pennsylvania
$6.84M +$505K +1,976 +8%
LCS
944
Levin Capital Strategies
New York
$6.82M -$63.9K -250 -0.9%
GFA
945
Gifford Fong Associates
California
$6.77M – – –
MCM
946
Moore Capital Management
New York
$6.77M +$6.77M +26,500 New
TGAM
947
TBH Global Asset Management
Tennessee
$6.76M +$200K +782 +3%
MBTD
948
Mechanics Bank - Trust Department
California
$6.75M -$59.8K -234 -0.9%
KFGK
949
Keystone Financial Group (Kentucky)
Kentucky
$6.74M +$129K +504 +2%
MYAM
950
Meiji Yasuda Asset Management
Japan
$6.74M +$1.51M +5,925 +29%
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38
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