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 %
BA
1426
Bellwether Advisors
Nebraska
$2.84M +$15.8K +62 +0.6%
WIA
1427
Wealthstreet Investment Advisors
Texas
$2.84M -$1.28K -5 -0%
TC
1428
Trust Company
Kansas
$2.84M -$216K -845 -7%
FNBSF
1429
First National Bank Sioux Falls
South Dakota
$2.84M -$51.1K -200 -2%
MSR
1430
Main Street Research
Connecticut
$2.84M -$118K -460 -4%
FC
1431
Forte Capital
New York
$2.84M – – –
PWM
1432
PRW Wealth Management
Massachusetts
$2.84M +$849K +3,325 +43%
OC
1433
Oarsman Capital
Wisconsin
$2.83M -$365K -1,428 -11%
FDS
1434
Freedom Day Solutions
Texas
$2.82M +$6.39K +25 +0.2%
BM
1435
Bislett Management
California
$2.81M – – –
IFWM
1436
Institute for Wealth Management
Colorado
$2.81M +$370K +1,450 +15%
LA
1437
Lynch & Associates
Indiana
$2.8M +$53.4K +209 +2%
AOWM
1438
Alpha Omega Wealth Management
Virginia
$2.8M -$23.8K -93 -0.8%
RBFC
1439
Roman Butler Fullerton & Co
Missouri
$2.8M +$46.8K +174 +2%
HFM
1440
Hartford Financial Management
Connecticut
$2.8M +$23.5K +92 +0.8%
SAM
1441
Soditic Asset Management
United Kingdom
$2.79M – – –
ATPW
1442
Ashton Thomas Private Wealth
Arizona
$2.79M -$39.3K -154 -1%
BIM
1443
Barton Investment Management
Pennsylvania
$2.78M -$17.9K -70 -0.6%
MA
1444
MONECO Advisors
Connecticut
$2.78M +$68.2K +267 +3%
NNP
1445
Nachman Norwood & Parrott
South Carolina
$2.77M -$3.07K -12 -0.1%
CWA
1446
Capital Wealth Alliance
Arizona
$2.77M +$979K +3,833 +55%
MFM
1447
MD Financial Management
Ontario, Canada
$2.77M +$2.76M +10,800 +37,241%
DFA
1448
Delta Financial Advisors
Louisiana
$2.76M +$511 +2 +0%
VCM
1449
Vigilant Capital Management
Maine
$2.76M -$562K -2,201 -17%
CWM
1450
Cornerstone Wealth Management
Missouri
$2.76M +$3.32K +13 +0.1%
56 57
58
59 60