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 %
TFA
976
Trinity Financial Advisors
Ohio
$6.35M +$370K +1,447 +6%
SC
977
Savant Capital
Illinois
$6.35M +$1.39M +5,455 +28%
SIM
978
Sentry Investment Management
Wisconsin
$6.35M -$30.8M -120,622 -83%
MPI
979
Mairs & Power Inc
Minnesota
$6.35M -$432K -1,691 -6%
MIA
980
MainStreet Investment Advisors
Illinois
$6.34M -$3.88M -15,173 -38%
BCPWM
981
Bradley & Co Private Wealth Management
Florida
$6.32M +$6.32M +24,732 New
FIM
982
Freedom Investment Management
Connecticut
$6.31M -$676K -2,646 -10%
RMAM
983
Raab & Moskowitz Asset Management
New Jersey
$6.28M +$17.9K +70 +0.3%
HIC
984
Hartline Investment Corp
Illinois
$6.26M -$4.34K -17 -0.1%
TPW
985
Tiller Private Wealth
Pennsylvania
$6.25M -$1.05M -4,097 -14%
PGAM
986
Princeton Global Asset Management
New Jersey
$6.24M -$32.7K -128 -0.5%
SYBT
987
Stock Yards Bank & Trust
Kentucky
$6.23M +$134K +525 +2%
SIA
988
SeaBridge Investment Advisors
New Jersey
$6.21M +$110K +432 +2%
SS
989
Sunbelt Securities
Texas
$6.16M -$3.63M -14,205 -37%
FI
990
Fosun International
China
$6.16M +$3.46M +13,410 +128%
AFA
991
Arlington Financial Advisors
California
$6.16M +$16.1K +63 +0.3%
JWCA
992
J.W. Cole Advisors
Florida
$6.16M -$801K -3,137 -12%
CC
993
Codex Capital
New York
$6.15M +$17.9K +70 +0.3%
CEI
994
Clark Estates Inc
New York
$6.13M – – –
AF
995
Advisornet Financial
Minnesota
$6.11M +$2.82M +11,048 +86%
VWA
996
V Wealth Advisors
Kansas
$6.09M +$161K +630 +3%
TU
997
TDAM USA
Ontario, Canada
$6.08M -$43.7K -171 -0.7%
APA
998
American Portfolios Advisors
New York
$6.07M +$1.41M +5,510 +30%
ECM
999
Evergreen Capital Management
Washington
$6.07M +$273K +1,067 +5%
FMWA
1000
Forvis Mazars Wealth Advisors
Missouri
$6.06M -$881K -3,448 -13%
38 39
40
41 42