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 %
IIM
1601
Intact Investment Management
Quebec, Canada
$2.1M -$204K -800 -9%
FAT
1602
First American Trust
California
$2.09M -$284K -1,113 -12%
HWMG
1603
Hurlow Wealth Management Group
Indiana
$2.08M +$14.6K +57 +0.7%
DTIM
1604
Danda Trouve Investment Management
Kansas
$2.08M +$16.9K +66 +0.8%
PFBT
1605
Parkside Financial Bank & Trust
Missouri
$2.08M +$26.1K +102 +1%
I
1606
INVST
Indiana
$2.08M +$350K +1,273 +20%
VDI
1607
Vaughan David Investments
Illinois
$2.07M +$690K +2,703 +50%
TLCM
1608
Twin Lakes Capital Management
California
$2.07M -$128K -500 -6%
BZWA
1609
Blue Zone Wealth Advisors
California
$2.07M +$145K +568 +8%
QI
1610
Qtron Investments
Massachusetts
$2.06M -$151K -591 -7%
BOS
1611
Bingham Osborn & Scarborough
California
$2.06M -$31.9K -125 -2%
ROTUOC
1612
Regents of the University of California
California
$2.06M – – –
FAM
1613
Formidable Asset Management
Ohio
$2.05M +$78.2K +303 +4%
OIA
1614
Optimum Investment Advisors
Illinois
$2.05M -$25.5K -100 -1%
AFM
1615
Anson Funds Management
Texas
$2.04M – – –
AMM
1616
American Money Management
California
$2.04M -$38.1K -149 -2%
RW
1617
REDW Wealth
New Mexico
$2.04M – – –
MFS
1618
Mirabella Financial Services
United Kingdom
$2.03M +$2.03M +7,960 New
VNA
1619
Valley National Advisers
Pennsylvania
$2.03M -$78.4K -307 -4%
KCA
1620
Karn Couzens & Associates
Connecticut
$2.03M -$5.11K -20 -0.3%
BFM
1621
Boothbay Fund Management
New York
$2.03M +$1.4M +5,489 +225%
HCIA
1622
Hochman Cole Investment Advisors
Illinois
$2.02M +$28.1K +110 +1%
SRAM
1623
Spouting Rock Asset Management
Pennsylvania
$2.01M +$63.6K +249 +3%
AR
1624
Advisory Research
Illinois
$2M -$4.6K -18 -0.2%
PCH
1625
PGIM Custom Harvest
New Jersey
$2M – – –
63 64
65
66 67