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 %
BHB
1226
Bank Hapoalim BM
Israel
$3.87M +$3.87M +15,141 New
WC
1227
Woodstock Corp
Massachusetts
$3.87M +$82K +321 +2%
HPCM
1228
High Pointe Capital Management
Illinois
$3.86M +$261K +1,020 +7%
UHC
1229
Union Heritage Capital
Michigan
$3.86M +$3.86M +15,105 New
DI
1230
DAGCO Inc
Ohio
$3.85M +$30.7K +120 +0.8%
TFS
1231
Thoroughbred Financial Services
Tennessee
$3.85M +$220K +860 +6%
QCMNJ
1232
Quantum Capital Management (New Jersey)
New Jersey
$3.85M +$7.15K +28 +0.2%
HDIM
1233
Hanson & Doremus Investment Management
Vermont
$3.85M +$68.2K +267 +2%
HIM
1234
Harbour Investment Management
Washington
$3.84M -$17.6K -69 -0.5%
TPA
1235
Trivium Point Advisory
Connecticut
$3.84M -$140K -548 -4%
TF
1236
Tompkins Financial
New York
$3.84M +$98.1K +384 +3%
ARMT
1237
Amica Retiree Medical Trust
Rhode Island
$3.82M – – –
FBA
1238
Front Barnett Associates
Illinois
$3.82M – – –
EWA
1239
Evolution Wealth Advisors
Florida
$3.81M +$486K +1,901 +15%
PAI
1240
Pittenger & Anderson Inc
Nebraska
$3.79M -$127K -497 -3%
OWP
1241
Old Well Partners
North Carolina
$3.78M +$511K +2,000 +16%
YWP
1242
YorkBridge Wealth Partners
New York
$3.78M +$468K +1,832 +14%
CWC
1243
Carolinas Wealth Consulting
North Carolina
$3.78M – – –
CWA
1244
Clarity Wealth Advisors
California
$3.77M +$433K +1,693 +13%
Fuller & Thaler Asset Management
1245
Fuller & Thaler Asset Management
California
$3.76M -$690K -2,700 -15%
CCA
1246
Checchi Capital Advisers
California
$3.76M -$116K -455 -3%
QFA
1247
Quattro Financial Advisors
Texas
$3.76M +$1.42M +5,258 +60%
ZIM
1248
Zacks Investment Management
Illinois
$3.75M +$80.7K +316 +2%
MC
1249
Martin & Co
Tennessee
$3.75M -$191K -749 -5%
MMPW
1250
Mitchell McLeod Pugh & Williams
Alabama
$3.73M +$339K +1,325 +10%
48 49
50
51 52