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 %
OCM
1526
Orser Capital Management
Texas
$2.41M +$101K +397 +4%
SXL
1527
Summit X LLC
Missouri
$2.4M +$8.46K +33 +0.4%
JWCA
1528
J.W. Coons Advisors
Ohio
$2.4M +$74.4K +290 +3%
Holocene Advisors
1529
Holocene Advisors
New York
$2.4M +$866K +3,391 +57%
CIM
1530
CIM Investment Management
Pennsylvania
$2.39M +$492K +1,925 +26%
RFA
1531
Reilly Financial Advisors
California
$2.39M +$176K +689 +8%
BDF
1532
Balasa Dinverno & Foltz
$2.39M +$93.3K +365 +4%
EWM
1533
Evermay Wealth Management
Virginia
$2.39M -$81.5K -319 -3%
DBRC
1534
D.B. Root & Company
Pennsylvania
$2.38M -$33.7K -132 -1%
EW
1535
Evoke Wealth
California
$2.38M -$624K -2,441 -21%
TNBTD
1536
Trustmark National Bank Trust Department
Mississippi
$2.38M +$393K +1,538 +20%
RPWA
1537
Regent Peak Wealth Advisors
Georgia
$2.37M +$139K +544 +6%
BA
1538
Ballast Advisors
Minnesota
$2.37M +$3.83K +15 +0.2%
DA
1539
Dash Acquisitions
California
$2.36M -$12.7M -49,790 -84%
CGIM
1540
Cannon Global Investment Management
Florida
$2.35M +$2.35M +9,200 New
WAM
1541
Weatherly Asset Management
California
$2.35M -$25K -98 -1%
IIM
1542
InTrack Investment Management
Vermont
$2.34M +$243K +950 +12%
LFS
1543
Legacy Financial Strategies
Kansas
$2.34M -$21.2K -83 -0.9%
TFM
1544
TFC Financial Management
Massachusetts
$2.34M +$177K +694 +8%
RWM
1545
RKL Wealth Management
Pennsylvania
$2.33M -$87.9K -344 -4%
MW
1546
MBL Wealth
North Carolina
$2.32M +$59K +231 +3%
GWSG
1547
GPS Wealth Strategies Group
Colorado
$2.32M +$154K +601 +7%
IMA
1548
Investment Management Associates
Colorado
$2.31M -$7.41K -29 -0.3%
XSC
1549
X-Square Capital
Puerto Rico
$2.31M +$4.34K +17 +0.2%
GKWIM
1550
Gerber Kawasaki Wealth & Investment Management
California
$2.31M +$1.38M +5,421 +150%
60 61
62
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