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 %
CBTWT
1151
Community Bank & Trust (Waco, Texas)
Texas
$4.49M +$238K +930 +6%
BIM
1152
Baldwin Investment Management
Pennsylvania
$4.48M -$110K -430 -2%
RA
1153
Royce & Associates
New York
$4.47M +$766K +3,000 +21%
BSI
1154
Bennett Selby Investments
Maine
$4.47M +$86.9K +340 +2%
SC
1155
Skylands Capital
Wisconsin
$4.46M -$1.32M -5,150 -23%
VPI
1156
Value Partners Investments
Manitoba, Canada
$4.46M -$1.37M -5,350 -23%
FPB
1157
First PREMIER Bank
South Dakota
$4.45M – – –
CP
1158
Clayton Partners
California
$4.44M +$4.44M +17,376 New
AC
1159
Abbrea Capital
California
$4.43M +$182K +713 +4%
SNBOSD
1160
Security National Bank of So Dak
Iowa
$4.42M +$164K +640 +4%
MWM
1161
Marietta Wealth Management
Georgia
$4.41M +$787K +3,080 +22%
IAN
1162
Integrated Advisors Network
Texas
$4.41M -$207K -809 -4%
Capstone Investment Advisors
1163
Capstone Investment Advisors
New York
$4.4M +$4.4M +17,206 New
FMC
1164
First Merchants Corp
Indiana
$4.38M +$9.71K +38 +0.2%
PK
1165
Pflug Koory
Nebraska
$4.38M -$110K -430 -2%
HWA
1166
Hillcrest Wealth Advisors
New Jersey
$4.38M -$616K -2,410 -12%
AFA
1167
AllGen Financial Advisors
Florida
$4.37M -$9.59M -37,521 -69%
RAM
1168
RK Asset Management
Michigan
$4.36M +$4.36M +17,068 New
BIMC
1169
Benson Investment Management Company
Virginia
$4.36M -$35.8K -140 -0.8%
CTA
1170
Colonial Trust Advisors
South Carolina
$4.34M +$22.5K +88 +0.5%
SCM
1171
Stonebridge Capital Management
California
$4.34M -$12.8K -50 -0.3%
LSAG
1172
Lake Street Advisors Group
New Hampshire
$4.34M -$536K -2,098 -11%
CFG
1173
Cooper Financial Group
California
$4.32M -$586K -2,295 -12%
GCM
1174
Glynn Capital Management
California
$4.32M – – –
RDWM
1175
Red Door Wealth Management
Tennessee
$4.32M +$324K +1,268 +8%
45 46
47
48 49