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 %
LA
1001
LVW Advisors
New York
$6.05M +$302K +1,181 +5%
WA
1002
Wealth Architects
California
$6.04M +$115K +452 +2%
OPS
1003
Orion Portfolio Solutions
Nebraska
$6.03M +$250K +977 +4%
SIM
1004
Stratos Investment Management
Ohio
$6.01M -$437K -1,712 -7%
SKK
1005
Shepherd Kaplan Krochuk
Massachusetts
$6.01M -$565K -2,210 -9%
FI
1006
Financial Insights
Washington
$5.97M +$13K +51 +0.2%
ZF
1007
Zhang Financial
Michigan
$5.91M -$149K -579 -2%
AF
1008
Arrow Financial
New York
$5.9M -$45.7K -179 -0.8%
GP
1009
Geneva Partners
Wisconsin
$5.9M +$5.9M +23,094 New
SWM
1010
Salvus Wealth Management
New Jersey
$5.89M +$88.3K +335 +2%
AIM
1011
Anchor Investment Management
South Carolina
$5.89M +$743K +2,909 +14%
RHFI
1012
Reilly Herbert Faulkner III
$5.89M +$302K +1,181 +5%
PJSIMP
1013
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.87M -$295K -1,063 -5%
ISB
1014
Iowa State Bank
Iowa
$5.86M – – –
FIB
1015
First Interstate Bancsystem
Montana
$5.86M +$5.86M +22,951 New
RWP
1016
RWA Wealth Partners
Massachusetts
$5.81M -$174K -682 -3%
AIM
1017
Aigen Investment Management
New York
$5.81M +$5.81M +22,736 New
HCM
1018
Harvey Capital Management
Florida
$5.81M +$35.8K +140 +0.6%
CL
1019
Choreo LLC
Illinois
$5.8M +$12.5K +49 +0.2%
AAMU
1020
AEGON Asset Management (UK)
United Kingdom
$5.79M -$243K -949 -4%
SLI
1021
Sumitomo Life Insurance
Japan
$5.78M -$402K -1,574 -7%
LSWM
1022
Lorne Steinberg Wealth Management
Canada
$5.78M +$27.2K +99 +0.5%
MPM
1023
Meritage Portfolio Management
Kansas
$5.73M +$827K +3,237 +17%
PIMG
1024
Patriot Investment Management Group
Tennessee
$5.69M +$3.58M +14,018 +170%
GA
1025
GFS Advisors
Texas
$5.68M -$5.45M -21,350 -49%
39 40
41
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