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 %
MWA
1126
Moser Wealth Advisors
Washington
$4.64M +$19.2K +75 +0.4%
RIA
1127
Realta Investment Advisors
Delaware
$4.64M +$214K +837 +5%
BC
1128
Blackhill Capital
New Jersey
$4.63M -$511 -2 -0%
DLA
1129
Douglas Lane & Associates
New York
$4.62M -$48.5K -190 -1%
NWM
1130
Northwest Wealth Management
Iowa
$4.61M +$123K +480 +3%
IAIM
1131
International Assets Investment Management
Florida
$4.61M +$2.43M +9,959 +112%
IA
1132
IFG Advisory
Georgia
$4.6M -$60.5K -237 -1%
BPM
1133
Bowling Portfolio Management
Ohio
$4.6M +$91.5K +358 +2%
CSC
1134
Cove Street Capital
California
$4.59M +$153K +600 +3%
ACM
1135
AKRE Capital Management
Virginia
$4.59M -$170K -665 -4%
AF
1136
Aldebaran Financial
$4.57M -$63.9K -250 -1%
GWS
1137
Glassman Wealth Services
Virginia
$4.57M +$36K +141 +0.8%
ONB
1138
Old National Bancorp
Indiana
$4.56M -$684K -2,678 -13%
HW
1139
Hedeker Wealth
Illinois
$4.55M -$8.94K -35 -0.2%
HCP
1140
Holt Capital Partners
Texas
$4.55M +$47.3K +185 +1%
BFC
1141
Bedel Financial Consulting
Indiana
$4.55M +$102K +400 +2%
CCM
1142
Corsair Capital Management
New York
$4.55M -$30.7K -120 -0.7%
LWANC
1143
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.55M -$67.7K -265 -1%
WPP
1144
Whalerock Point Partners
Rhode Island
$4.54M +$25.5K +100 +0.6%
TFS
1145
TrustCore Financial Services
Tennessee
$4.53M -$210K -822 -4%
SACTSONJ
1146
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.52M – – –
HA
1147
Heartland Advisors
Wisconsin
$4.51M -$364K -1,425 -7%
GC
1148
Grimes & Company
Massachusetts
$4.5M -$546K -2,138 -11%
OAMG
1149
Odey Asset Management Group
United Kingdom
$4.5M +$1.25M +4,900 +39%
FHC
1150
First Heartland Consultants
Missouri
$4.49M -$211K -824 -4%
44 45
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