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 %
6M
1626
6 Meridian
Kansas
$2M +$2M +7,809 New
PWPS
1627
Pinnacle Wealth Planning Services
Ohio
$1.99M +$117K +458 +6%
PWS
1628
Paragon Wealth Strategies
Florida
$1.99M +$1.99M +7,788 New
TNB
1629
TCF National Bank
South Dakota
$1.99M -$207K -810 -9%
OHIS
1630
Oak Harvest Investment Services
Texas
$1.98M -$88.9K -348 -4%
ARMC
1631
American Research & Management Company
Massachusetts
$1.98M -$6.13K -24 -0.3%
GC
1632
Garde Capital
Washington
$1.98M +$11.2K +44 +0.6%
HTHT
1633
Hemenway Trust Hemenway Trust
New Hampshire
$1.97M -$38.3K -150 -2%
NERM
1634
New England Research & Management
Illinois
$1.97M – – –
PAM
1635
Paradigm Asset Management
New York
$1.97M -$51.1K -200 -3%
AC
1636
Avestar Capital
New York
$1.96M +$512K +1,878 +35%
AIS
1637
American Investment Services
Massachusetts
$1.96M – – –
SAM
1638
Seelaus Asset Management
New Jersey
$1.96M +$1.16M +4,535 +144%
IDA
1639
Intelligence Driven Advisers
California
$1.96M -$255K -998 -12%
WAM
1640
WNY Asset Management
New York
$1.96M +$1.12M +4,362 +133%
BWP
1641
Baldwin Wealth Partners
Massachusetts
$1.95M +$4.86K +19 +0.2%
KA
1642
Klingman & Associates
New York
$1.95M +$7.41K +29 +0.4%
5L
1643
55I LLC
Massachusetts
$1.94M +$127K +498 +7%
EGA
1644
E&G Advisors
Texas
$1.94M +$99.6K +390 +5%
1W
1645
1776 Wealth
Georgia
$1.93M – – –
EH
1646
Employers Holdings
Nevada
$1.93M – – –
MCM
1647
Magnolia Capital Management
New York
$1.93M -$10.2K -40 -0.5%
MSFP
1648
Mark Sheptoff Financial Planning
Connecticut
$1.93M -$65.2K -255 -3%
DL
1649
DOHJ LLC
Washington
$1.93M +$606K +2,371 +46%
WCM
1650
Weld Capital Management
New York
$1.93M +$1.57M +6,154 +444%
64 65
66
67 68