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 %
SAM
1401
Security Asset Management
New York
$2.99M -$24.8K -97 -0.8%
BA
1402
Birinyi Associates
Connecticut
$2.99M -$915K -3,584 -23%
BI
1403
Bramshill Investments
Florida
$2.99M – – –
JAG
1404
Journey Advisory Group
Kentucky
$2.97M +$83K +325 +3%
MF
1405
Manchester Financial
California
$2.95M +$60K +235 +2%
LIG
1406
Lokken Investment Group
Delaware
$2.95M -$66.4K -260 -2%
GSEP
1407
Golden State Equity Partners
California
$2.94M -$1.02K -4 -0%
DA
1408
Denali Advisors
California
$2.94M -$8.43M -33,000 -74%
FTDI
1409
First Trust Direct Indexing
Massachusetts
$2.94M +$1M +3,918 +52%
MYLI
1410
Meiji Yasuda Life Insurance
Japan
$2.94M -$7.66K -30 -0.3%
SG
1411
Stonnington Group
California
$2.94M +$2.94M +10,373 New
BTWM
1412
Baker Tilly Wealth Management
Wisconsin
$2.93M +$295K +1,156 +11%
SAMC
1413
Spectrum Asset Management (California)
California
$2.93M +$204K +800 +7%
SAM
1414
SignalPoint Asset Management
Missouri
$2.93M +$149K +584 +5%
HPWM
1415
Highland Private Wealth Management
Washington
$2.93M -$1.66M -6,507 -36%
IA
1416
IndexIQ Advisors
New York
$2.92M +$2.92M +11,411 New
SDH
1417
Sloy Dahl & Holst
Washington
$2.91M +$196K +767 +7%
OIM
1418
Orca Investment Management
Oregon
$2.9M – – –
TCWA
1419
Ten Capital Wealth Advisors
Washington
$2.88M -$75.1K -294 -3%
MCM
1420
Marathon Capital Management
Maryland
$2.88M +$28.1K +110 +1%
CAG
1421
Curtis Advisory Group
California
$2.87M +$9.2K +36 +0.3%
LIM
1422
Lathrop Investment Management
Arkansas
$2.87M -$31.4K -123 -1%
RSWM
1423
Robertson Stephens Wealth Management
California
$2.86M +$232K +908 +9%
HC
1424
Hourglass Capital
Texas
$2.86M -$396K -1,550 -12%
BW
1425
Bison Wealth
Georgia
$2.86M -$3.58K -14 -0.1%
55 56
57
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