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 %
CCT
1576
Chemung Canal Trust
New York
$2.22M -$50.8K -199 -2%
AFP
1577
Ausdal Financial Partners
Iowa
$2.21M +$27.3K +107 +1%
ACS
1578
Archford Capital Strategies
Illinois
$2.18M -$4.04K -15 -0.2%
HA
1579
Harfst & Associates
Wyoming
$2.18M +$103K +405 +5%
HBCM
1580
Heron Bay Capital Management
Michigan
$2.18M +$12.8K +50 +0.6%
ACM
1581
Ashford Capital Management
Delaware
$2.18M +$200K +784 +10%
SIC
1582
Schwartz Investment Counsel
Michigan
$2.17M – – –
AA
1583
Aufman Associates
Pennsylvania
$2.17M +$37.3K +146 +2%
MWA
1584
Marshall Wace Asia
Hong Kong
$2.16M -$269K -1,053 -11%
FPCG
1585
Fort Pitt Capital Group
Pennsylvania
$2.16M +$8.43K +33 +0.4%
VAS
1586
Vestmark Advisory Solutions
Massachusetts
$2.16M -$499K -1,954 -19%
AC
1587
Apella Capital
Connecticut
$2.16M – – –
SIAP
1588
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.16M +$28.1K +110 +1%
BWM
1589
BerganKDV Wealth Management
Minnesota
$2.15M -$97.4K -381 -4%
HIP
1590
HUB Investment Partners
Texas
$2.15M +$867K +3,392 +67%
SIA
1591
Soltis Investment Advisors
Utah
$2.15M -$9.71K -38 -0.4%
GEA
1592
Glen Eagle Advisors
New Jersey
$2.15M +$183K +711 +9%
PFSC
1593
Peoples Financial Services Corp
Pennsylvania
$2.12M -$135K -530 -6%
SCM
1594
SOL Capital Management
Maryland
$2.12M -$46K -180 -2%
ACP
1595
Ashfield Capital Partners
California
$2.12M +$116K +455 +6%
BBNA
1596
Bremer Bank National Association
Minnesota
$2.11M +$5.36K +21 +0.3%
CFS
1597
CRA Financial Services
New Jersey
$2.1M – – –
NA
1598
Nottingham Advisors
New York
$2.1M -$14.3K -56 -0.7%
BWA
1599
BDO Wealth Advisors
Florida
$2.1M +$1.19M +4,658 +131%
AIIMS
1600
Analyst IMS Investment Management Services
Israel
$2.1M -$101K -396 -5%
62 63
64
65 66