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 %
CQS
1051
Credential Qtrade Securities
$5.39M +$172K +674 +3%
PAS
1052
Park Avenue Securities
New York
$5.38M +$979K +3,831 +22%
AC
1053
Annandale Capital
Texas
$5.37M +$1.11M +4,357 +26%
HFS
1054
Hantz Financial Services
Michigan
$5.35M +$85.6K +335 +2%
TCA
1055
Transcend Capital Advisors
New Jersey
$5.34M -$239K -937 -4%
OAG
1056
Orbis Allan Gray
Bermuda
$5.34M – – –
JFA
1057
Johanson Financial Advisors
California
$5.31M -$2.41K -9 -0%
LA
1058
LexAurum Advisors
Kansas
$5.31M +$29.9K +117 +0.6%
WGCA
1059
Wolf Group Capital Advisors
Virginia
$5.31M +$255K +1,000 +5%
MAFM
1060
Mid Atlantic Financial Management
Pennsylvania
$5.3M +$434K +1,699 +9%
CHA
1061
Carmichael Hill & Associates
Maryland
$5.3M -$6.9K -27 -0.1%
RCAG
1062
Rehmann Capital Advisory Group
Michigan
$5.3M +$35.8K +140 +0.7%
HIMC
1063
Heritage Investors Management Corp
Maryland
$5.3M -$200K -784 -4%
DHFB
1064
Dixon Hubard Feinour & Brown
Virginia
$5.29M +$2.41M +10,394 +84%
PCAP
1065
Pratt Collard Advisory Partners
New York
$5.28M -$47.3K -185 -0.9%
WIC
1066
Woodmont Investment Counsel
Tennessee
$5.27M +$568K +2,222 +12%
AWA
1067
ARS Wealth Advisors
Florida
$5.27M -$406K -1,588 -7%
BRM
1068
Boston Research & Management
Massachusetts
$5.25M +$157K +615 +3%
AAM
1069
AR Asset Management
California
$5.24M – – –
TWM
1070
Titus Wealth Management
California
$5.23M +$114K +445 +2%
CGL
1071
Clarius Group LLC
Washington
$5.23M +$593K +2,321 +13%
SB
1072
Simmons Bank
Arkansas
$5.21M -$111K -434 -2%
SWA
1073
Stratos Wealth Advisors
Ohio
$5.2M +$576K +2,255 +12%
OCAM
1074
Onex Canada Asset Management
Ontario, Canada
$5.2M +$762K +2,983 +17%
P
1075
Pitcairn
Pennsylvania
$5.18M +$286K +1,118 +6%
41 42
43
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