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 %
LFAS
1101
Level Four Advisory Services
Texas
$4.92M +$740K +2,897 +18%
BAM
1102
Blueshift Asset Management
New Jersey
$4.91M -$3.98M -15,575 -45%
FHA
1103
First Horizon Advisors
Tennessee
$4.9M +$160K +628 +3%
AWM
1104
Apollon Wealth Management
South Carolina
$4.88M +$610K +2,388 +14%
SAS
1105
Stelac Advisory Services
New York
$4.85M -$315K -1,235 -6%
LWAC
1106
Laurel Wealth Advisors (California)
California
$4.85M -$2.19M -8,574 -31%
RCM
1107
Regency Capital Management
Hawaii
$4.85M +$4.85M +18,966 New
WB
1108
WesBanco Bank
West Virginia
$4.84M +$4.84M +18,959 New
PBC
1109
Pavion Blue Capital
California
$4.84M -$95K -372 -2%
NHC
1110
Nicholas Hoffman & Company
Georgia
$4.83M +$237K +926 +5%
CLOS
1111
Compagnie Lombard Odier SCmA
Switzerland
$4.82M +$3.37M +13,210 +234%
SBSB
1112
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.8M +$1.5M +5,873 +46%
JSC
1113
Jackson Square Capital
California
$4.77M +$309K +1,210 +7%
WA
1114
WBH Advisory
Maryland
$4.76M +$71.3K +279 +2%
CT
1115
Cambridge Trust
Massachusetts
$4.75M +$531K +2,077 +13%
CWM
1116
Circle Wealth Management
New Jersey
$4.75M -$595K -2,330 -11%
TBA
1117
Tower Bridge Advisors
Pennsylvania
$4.74M – – –
PG
1118
Pendal Group
Australia
$4.73M -$450K -1,760 -9%
PCM
1119
Pointe Capital Management
Michigan
$4.72M -$268K -1,051 -5%
FB
1120
Fulton Bank
Pennsylvania
$4.72M -$132K -517 -3%
WG
1121
Welch Group
Alabama
$4.67M +$930K +3,640 +25%
BS
1122
Banco Santander
Spain
$4.66M +$4.09K +16 +0.1%
TIM
1123
Tortoise Investment Management
New York
$4.65M -$97.8K -383 -2%
EF
1124
Empirical Finance
Pennsylvania
$4.65M – – –
IWP
1125
Icon Wealth Partners
Texas
$4.65M +$1.63M +6,394 +54%
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