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 %
KIA
951
KCM Investment Advisors
California
$6.67M -$93K -364 -1%
RG
952
Rikoon Group
New Mexico
$6.66M -$23K -90 -0.3%
HTC
953
Haverford Trust Company
Pennsylvania
$6.65M -$99.9K -391 -1%
AAM
954
Auxier Asset Management
Oregon
$6.65M -$14.1K -55 -0.2%
CL
955
CPWM LLC
Washington
$6.65M -$66.7K -261 -1%
HCM
956
Highlander Capital Management
New Jersey
$6.64M – – –
SAM
957
Strategy Asset Managers
California
$6.62M -$104K -407 -2%
FP
958
Factorial Partners
New York
$6.62M – – –
PP
959
Paloma Partners
Connecticut
$6.61M +$6.04M +23,651 +1,057%
TC
960
TownSquare Capital
Utah
$6.61M +$795K +3,111 +14%
CI
961
Conning Inc
Connecticut
$6.55M -$607K -2,375 -8%
HI
962
Harbour Investments
Wisconsin
$6.55M +$6.55M +25,650 New
SWA
963
SOA Wealth Advisors
New York
$6.55M -$348K -1,363 -5%
PA
964
Parallel Advisors
California
$6.54M +$350K +1,370 +6%
VLC
965
Van Leeuwen & Company
New Jersey
$6.52M +$1.27M +4,975 +24%
RBA
966
Richard Bernstein Advisors
New York
$6.49M – – –
SFG
967
SageGuard Financial Group
Tennessee
$6.49M +$168K +652 +3%
EM
968
Excalibur Management
Massachusetts
$6.47M -$39.3K -154 -0.6%
FAIM
969
Financial Advocates Investment Management
Washington
$6.46M -$7.66K -30 -0.1%
NFG
970
Next Financial Group
Texas
$6.45M -$1.19M -4,646 -16%
GWM
971
Graybill Wealth Management
Illinois
$6.43M +$99.6K +390 +2%
IWM
972
IHT Wealth Management
Illinois
$6.42M +$2.33M +9,110 +57%
BFM
973
Boston Financial Management
Massachusetts
$6.41M -$565K -2,213 -8%
JRP
974
Jasper Ridge Partners
California
$6.39M – – –
PCA
975
Pallas Capital Advisors
Massachusetts
$6.35M +$6.35M +21,720 New
37 38
39
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