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 %
KF
1351
Krilogy Financial
Missouri
$3.21M +$108K +421 +3%
HCA
1352
Horan Capital Advisors
Ohio
$3.2M +$81.7K +320 +3%
PIA
1353
Perennial Investment Advisors
California
$3.19M +$21.5K +84 +0.7%
HNW
1354
High Note Wealth
Minnesota
$3.19M +$9.71K +38 +0.3%
TWM
1355
Tradition Wealth Management
Minnesota
$3.17M -$43.2K -169 -1%
CII
1356
Capital International Inc
California
$3.17M -$291K -1,140 -8%
PL
1357
Plancorp LLC
Missouri
$3.16M -$36.8K -144 -1%
BFA
1358
Bragg Financial Advisors
North Carolina
$3.15M -$28.6K -112 -0.9%
IP
1359
Intellectus Partners
California
$3.15M +$126K +495 +4%
FCCM
1360
First City Capital Management
Georgia
$3.15M +$231K +815 +8%
LIM
1361
Leavell Investment Management
Alabama
$3.14M -$984K -3,850 -24%
STA
1362
Summit Trail Advisors
New York
$3.14M +$31.2K +107 +1%
BIAS
1363
Beacon Investment Advisory Services
New Jersey
$3.13M -$59.8K -234 -2%
CIC
1364
Chilton Investment Company
Connecticut
$3.12M -$49.3K -193 -2%
FCB
1365
First Command Bank
Texas
$3.12M -$135K -530 -4%
FCFS
1366
First Command Financial Services
Texas
$3.12M -$135K -530 -4%
EVM
1367
Evelyn V. Moreno
$3.11M -$7.67K -30 -0.2%
MCM
1368
Mengis Capital Management
Oregon
$3.11M +$48.5K +146 +2%
AW
1369
ACG Wealth
Georgia
$3.11M -$73.3K -287 -2%
RA
1370
RFG Advisory
Alabama
$3.11M -$99.6K -390 -3%
GWCM
1371
Godshalk Welsh Capital Management
Pennsylvania
$3.1M -$44.7K -175 -1%
CSS
1372
Cubist Systematic Strategies
Connecticut
$3.09M -$2.99M -11,716 -49%
WP
1373
WMS Partners
Maryland
$3.09M -$730K -2,859 -19%
GIM
1374
Guardian Investment Management
California
$3.09M +$3.09M +12,101 New
CAM
1375
Costello Asset Management
Pennsylvania
$3.09M -$16.6K -65 -0.5%
53 54
55
56 57