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 %
VA
1501
Valmark Advisers
Ohio
$2.5M +$479K +1,874 +24%
EWM
1502
Empirical Wealth Management
Washington
$2.5M -$365K -1,430 -13%
C
1503
Certuity
Florida
$2.49M +$112K +439 +5%
PA
1504
PFG Advisors
Arizona
$2.48M +$1.67M +6,521 +204%
CAAS
1505
Capital Asset Advisory Services
Michigan
$2.48M +$2.48M +9,699 New
CFO
1506
CVA Family Office
Colorado
$2.47M +$219K +856 +10%
TTWM
1507
TCV Trust & Wealth Management
Virginia
$2.47M +$129K +503 +5%
PP
1508
Pegasus Partners
Wisconsin
$2.47M -$445K -1,743 -15%
MFG
1509
Merit Financial Group
Georgia
$2.47M +$14.8K +58 +0.6%
TIA
1510
Traphagen Investment Advisors
New Jersey
$2.46M -$299K -1,171 -11%
WP
1511
WealthSource Partners
California
$2.46M +$439K +1,719 +22%
CA
1512
Corrado Advisors
New Jersey
$2.46M – – –
CAS
1513
Cascadia Advisory Services
Oregon
$2.45M +$2.45M +9,594 New
V
1514
VeraBank
Texas
$2.45M -$5.37K -21 -0.2%
AWE
1515
Avidian Wealth Enterprises
Texas
$2.45M -$76.1K -298 -3%
CPWM
1516
Cardinal Point Wealth Management
California
$2.44M – – –
WA
1517
WealthTrust Axiom
Pennsylvania
$2.43M – – –
LRPA
1518
L. Roy Papp & Associates
Arizona
$2.43M -$102K -400 -4%
ST
1519
Sabal Trust
Florida
$2.43M +$33K +129 +1%
FMBTD
1520
First Midwest Bank Trust Division
Illinois
$2.43M +$14.8K +58 +0.6%
MA
1521
Mezzasalma Advisors
New Jersey
$2.43M +$54.7K +214 +2%
SIG
1522
Sargent Investment Group
Maryland
$2.42M +$132K +518 +6%
YIH
1523
Y-Intercept (HK)
Hong Kong
$2.42M +$1.55M +6,020 +179%
Jacobs Levy Equity Management
1524
Jacobs Levy Equity Management
New Jersey
$2.42M -$307K -1,202 -11%
TMAM
1525
Tokio Marine Asset Management
Japan
$2.41M +$300K +1,176 +14%
59 60
61
62 63