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 %
WP
1201
WealthShield Partners
North Carolina
$4.04M -$199K -779 -5%
KOC
1202
Koss-Olinger Consulting
Florida
$4.04M +$4.04M +15,807 New
HBWM
1203
Hollow Brook Wealth Management
New York
$4.03M +$17.9K +70 +0.4%
BPC
1204
Banque Pictet & Cie
Switzerland
$4.03M -$549K -2,150 -12%
WAP
1205
Wealthcare Advisory Partners
Pennsylvania
$4.02M +$505K +1,976 +14%
SVWAG
1206
Sound View Wealth Advisors Group
Georgia
$4.02M +$13.5K +53 +0.3%
NC
1207
NovaPoint Capital
Georgia
$4M +$119K +464 +3%
TAM
1208
Trust Asset Management
Texas
$3.99M +$712K +2,787 +22%
SC
1209
Slow Capital
California
$3.99M +$160K +614 +4%
CCM
1210
Compton Capital Management
Rhode Island
$3.99M -$102K -400 -2%
MWM
1211
Meridian Wealth Management
Kentucky
$3.99M +$123K +480 +3%
BFC
1212
Blue Fin Capital
Rhode Island
$3.98M -$28.1K -110 -0.7%
PB
1213
Pinnacle Bancorp
Nebraska
$3.98M -$208K -813 -5%
CT
1214
Chicago Trust
Illinois
$3.98M -$38.1K -149 -0.9%
APP
1215
Avantax Planning Partners
Iowa
$3.97M -$99.1K -388 -2%
NP
1216
NorthRock Partners
Minnesota
$3.97M -$166K -650 -4%
KWM
1217
Kingsview Wealth Management
Oregon
$3.96M +$224K +868 +6%
PCIA
1218
Prime Capital Investment Advisors
Kansas
$3.96M +$401K +1,569 +11%
CFFP
1219
Center for Financial Planning
Michigan
$3.95M -$140K -549 -3%
RGI
1220
River Global Investors
United Kingdom
$3.92M +$3.92M +15,330 New
1SB
1221
1ST Source Bank
Indiana
$3.92M +$71.8K +281 +2%
BRWM
1222
B. Riley Wealth Management
Tennessee
$3.9M -$108K -422 -3%
WOSD
1223
WFA of San Diego
California
$3.89M -$525K -2,056 -12%
SBIA
1224
Sheaff Brock Investment Advisors
Indiana
$3.87M -$230K -900 -6%
ACP
1225
Aviance Capital Partners
Florida
$3.87M -$537K -2,100 -12%
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