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 %
TPCW
1026
TD Private Client Wealth
New York
$5.64M -$709K -2,774 -11%
BBA
1027
BLB&B Advisors
Pennsylvania
$5.64M -$3M -11,750 -35%
CWM
1028
Chronos Wealth Management
Florida
$5.63M -$20.7K -81 -0.4%
IEFM
1029
IQ EQ Fund Management
Ireland
$5.63M – – –
PS
1030
Pensionfund Sabic
Netherlands
$5.62M +$5.62M +22,000 New
VVP
1031
Venture Visionary Partners
Ohio
$5.62M -$1.91M -7,475 -25%
MIP
1032
Marietta Investment Partners
Wisconsin
$5.62M -$10.7K -42 -0.2%
RAM
1033
Redmond Asset Management
Virginia
$5.62M +$61.8K +242 +1%
RA
1034
Riverstone Advisors
Texas
$5.6M +$522K +2,045 +10%
BP
1035
Ballentine Partners
Massachusetts
$5.59M +$97.1K +380 +2%
BA
1036
Bristlecone Advisors
Washington
$5.59M -$3.83K -15 -0.1%
CIC
1037
Crawford Investment Counsel
Georgia
$5.56M +$171K +669 +3%
PWP
1038
Principle Wealth Partners
Connecticut
$5.53M +$12.8K +50 +0.2%
MHS
1039
M Holdings Securities
Oregon
$5.53M +$86.9K +340 +2%
SNBOSCI
1040
Security National Bank of Sioux City Iowa
Iowa
$5.52M -$106K -415 -2%
CA
1041
Cambridge Advisors
Nebraska
$5.51M +$255 +1 +0%
GT
1042
Glenview Trust
Kentucky
$5.5M -$129K -503 -2%
RWA
1043
Ropes Wealth Advisors
Massachusetts
$5.49M +$202K +708 +4%
MOS
1044
MGO One Seven
Ohio
$5.46M +$49.3K +193 +0.9%
MF
1045
Montis Financial
Massachusetts
$5.45M +$163K +632 +3%
PA
1046
Perennial Advisors
New York
$5.44M +$303K +1,185 +6%
AC
1047
Alley Company
Illinois
$5.42M -$28.4K -111 -0.5%
DWP
1048
Destiny Wealth Partners
Florida
$5.42M +$18.6K +73 +0.3%
JIC
1049
Joel Isaacson & Co
New York
$5.41M +$313K +1,225 +6%
APW
1050
Aurora Private Wealth
New Jersey
$5.4M +$235K +918 +5%
40 41
42
43 44