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 %
PWA
1451
Phoenix Wealth Advisors
North Carolina
$2.75M -$77.4K -300 -3%
ACA
1452
Atlas Capital Advisors
Wyoming
$2.75M +$25.5K +100 +0.9%
LSPW
1453
Lake Street Private Wealth
Illinois
$2.75M +$76.6K +300 +3%
DWT
1454
Dorsey & Whitney Trust
South Dakota
$2.74M -$507K -1,984 -16%
CF
1455
Centaurus Financial
California
$2.74M +$338K +1,321 +14%
MWA
1456
Meridian Wealth Advisors
Texas
$2.74M – – –
WPA
1457
Winning Points Advisors
Florida
$2.74M +$12.3K +55 +0.5%
WAS
1458
Wealth Advisory Solutions
Indiana
$2.74M +$1.69M +7,540 +161%
CPIA
1459
Cornell Pochily Investment Advisors
New York
$2.72M -$2.55K -10 -0.1%
WA1
1460
Wimmer Associates 1
California
$2.72M +$522K +2,044 +24%
AWM
1461
Aberdeen Wealth Management
Illinois
$2.71M -$294K -2,003 -10%
LIA
1462
LBMC Investment Advisors
Tennessee
$2.69M -$11K -43 -0.4%
VCA
1463
Verdence Capital Advisors
Maryland
$2.68M +$2.04K +8 +0.1%
GVAG
1464
Great Valley Advisor Group
Delaware
$2.68M +$33.7K +132 +1%
TCM
1465
Traynor Capital Management
Pennsylvania
$2.67M -$286K -1,119 -10%
EP
1466
EPIQ Partners
Minnesota
$2.67M +$218K +853 +9%
FPCP
1467
Fort Point Capital Partners
California
$2.67M – – –
KPW
1468
Kore Private Wealth
New York
$2.66M -$48.5K -190 -2%
GI
1469
Glovista Investments
New Jersey
$2.65M -$3.02M -11,810 -53%
EAM
1470
Erste Asset Management
Austria
$2.64M +$1.23M +4,760 +87%
JFA
1471
JNBA Financial Advisors
Minnesota
$2.64M +$23.3K +91 +0.9%
FP
1472
Financial Perspectives
Minnesota
$2.64M +$2.63M +671,037 +25,447%
Nomura Holdings
1473
Nomura Holdings
Japan
$2.64M -$33.1M -129,573 -93%
Legacy Financial Group (Iowa)
1474
Legacy Financial Group (Iowa)
Iowa
$2.63M +$2.63M +10,306 New
KTC
1475
Kistler-Tiffany Companies
Pennsylvania
$2.62M -$14.3K -56 -0.5%
57 58
59
60 61