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 %
PGWM
1476
Parisi Gray Wealth Management
New Jersey
$2.62M +$53.9K +211 +2%
PS
1477
Portfolio Strategies
New York
$2.61M – – –
BCM
1478
BTR Capital Management
California
$2.61M +$192K +750 +8%
IAM
1479
Iridian Asset Management
Connecticut
$2.6M – – –
TSWM
1480
Triangle Securities Wealth Management
North Carolina
$2.6M +$63.9K +250 +3%
SCA
1481
Snowden Capital Advisors
New York
$2.6M +$616K +2,410 +31%
HCM
1482
Hodges Capital Management
Texas
$2.6M +$1.26M +4,950 +95%
BBHBI
1483
B, B, H, & B Inc
Alabama
$2.58M +$14.6K +57 +0.6%
JIP
1484
Jaffetilchin Investment Partners
Florida
$2.58M +$444K +1,737 +21%
RHDIC
1485
R.H. Dinel Investment Counsel
California
$2.57M – – –
ST
1486
Sageworth Trust
Pennsylvania
$2.56M -$2.82M -11,021 -52%
BSA
1487
Bull Street Advisors
Georgia
$2.56M +$17.4K +68 +0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
1488
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M +$2.56M +10,000 New
FWM
1489
Focused Wealth Management
New York
$2.55M -$29.1K -114 -1%
LFA
1490
Landmark Financial Advisors
Kentucky
$2.54M -$34.7K -136 -1%
PNC
1491
Park National Corp
Ohio
$2.54M -$34.7K -136 -1%
CA
1492
Capital Advantage
California
$2.54M – – –
FNC
1493
First National Corp
Massachusetts
$2.53M -$18.4K -72 -0.7%
FA
1494
FDx Advisors
Illinois
$2.53M -$253K -991 -9%
VWA
1495
Visionary Wealth Advisors
Illinois
$2.53M +$39.3K +154 +2%
GFS
1496
GYL Financial Synergies
Connecticut
$2.53M +$383K +1,500 +18%
AFIA
1497
America First Investment Advisors
Nebraska
$2.52M -$4.85K -19 -0.2%
SCG
1498
Sonata Capital Group
Washington
$2.52M +$246K +965 +11%
WWM
1499
Windsor Wealth Management
Indiana
$2.51M +$299K +1,171 +14%
JVBC
1500
J.V. Bruni & Co
Colorado
$2.5M -$2.58M -10,082 -51%
58 59
60
61 62