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 %
SIG
1326
Sky Investment Group
Connecticut
$3.35M -$2.56K -10 -0.1%
OPA
1327
Old Port Advisors
Maine
$3.35M +$221K +867 +7%
CAM
1328
Cozad Asset Management
Illinois
$3.34M +$2.55K +10 +0.1%
KC
1329
Kingfisher Capital
North Carolina
$3.34M +$30.7K +120 +0.9%
PTC
1330
Private Trust Company
Ohio
$3.34M -$649K -2,540 -16%
BCM
1331
Blume Capital Management
California
$3.32M +$256K +1,002 +8%
AUB
1332
Atlantic Union Bankshares
Virginia
$3.32M +$43.2K +169 +1%
DI
1333
Diligent Investors
California
$3.31M -$114K -445 -3%
RCA
1334
Resonant Capital Advisors
Wisconsin
$3.3M +$213K +835 +7%
CWA
1335
Canvas Wealth Advisors
Kansas
$3.3M +$3.3M +12,302 New
HCA
1336
Hyperion Capital Advisors
New York
$3.3M +$5.37K +21 +0.2%
AMIM
1337
Aull & Monroe Investment Management
Alabama
$3.29M – – –
BA
1338
Bridgewater Advisors
New York
$3.29M +$3.29M +11,628 New
BAMF
1339
BI Asset Management Fondsmaeglerselskab
Denmark
$3.28M +$3.28M +12,850 New
GTAM
1340
Global Trust Asset Management
Florida
$3.28M -$74.9K -293 -2%
TA
1341
Tiedemann Advisors
New York
$3.28M +$93.5K +366 +3%
Dodge & Cox
1342
Dodge & Cox
California
$3.28M – – –
SFA
1343
Semmax Financial Advisors
North Carolina
$3.28M +$538K +2,107 +20%
CCFCSB
1344
Cape Cod Five Cents Savings Bank
Massachusetts
$3.27M -$296K -1,158 -8%
AP
1345
Appleton Partners
Massachusetts
$3.27M -$22.5K -88 -0.7%
NSIM
1346
North Star Investment Management
Illinois
$3.25M -$328K -1,285 -9%
SMA
1347
Sage Mountain Advisors
Georgia
$3.24M +$254K +994 +9%
CFMC
1348
Curbstone Financial Management Corp
New Hampshire
$3.23M -$302K -1,182 -9%
AA
1349
Apriem Advisors
California
$3.23M +$721K +2,824 +29%
HWA
1350
HCR Wealth Advisors
California
$3.22M -$974K -3,812 -23%
52 53
54
55 56