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 %
RR
1376
Robotti Robert
$3.08M -$21.5K -84 -0.7%
QCG
1377
Quadrant Capital Group
Ohio
$3.08M +$638K +2,499 +26%
PAMG
1378
Patton Albertson Miller Group
Tennessee
$3.08M -$82.8K -324 -3%
IHL
1379
Investment House LLC
California
$3.08M -$641K -2,508 -17%
AIA
1380
AIMZ Investment Advisors
California
$3.07M – – –
DIA
1381
Dean Investment Associates
Ohio
$3.07M -$162K -636 -5%
VPIM
1382
Vanguard Personalized Indexing Management
California
$3.07M -$18.1K -71 -0.6%
CNFG
1383
Creegan & Nassoura Financial Group
New Hampshire
$3.06M -$141K -550 -4%
FFC
1384
Fure Financial Corporation
Minnesota
$3.06M -$190K -744 -6%
PG
1385
Patten Group
Tennessee
$3.06M – – –
PMFA
1386
Plante Moran Financial Advisors
Michigan
$3.05M -$1.17M -4,585 -28%
FLPIM
1387
F.L. Putnam Investment Management
Massachusetts
$3.03M +$150K +587 +5%
CWS
1388
Cypress Wealth Services
California
$3.03M +$202K +792 +7%
TSS
1389
Thomas Story & Son
Indiana
$3.03M +$21.5K +84 +0.7%
TIA
1390
Tiemann Investment Advisors
California
$3.03M +$128K +500 +4%
NWS
1391
Newport Wealth Strategies
California
$3.03M +$381K +1,490 +14%
IIC
1392
Integrated Investment Consultants
Michigan
$3.02M +$41.6K +163 +1%
RWM
1393
Ritholtz Wealth Management
New York
$3.02M +$719K +2,814 +31%
SA
1394
SRH Advisors
Kansas
$3.02M -$179K -700 -6%
WTB
1395
Washington Trust Bank
Washington
$3.02M -$107K -417 -3%
CT
1396
Coastline Trust
Rhode Island
$3.01M +$278K +1,090 +10%
CI
1397
CX Institutional
Indiana
$3.01M +$159K +623 +6%
DIA
1398
Dana Investment Advisors
Wisconsin
$3.01M +$6.13K +24 +0.2%
CHC
1399
City Holding Co
West Virginia
$3.01M +$325K +1,272 +12%
MCM
1400
Mitchell Capital Management
Kansas
$3M -$592K -2,319 -16%
54 55
56
57 58