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 %
RPC
1676
Rossmore Private Capital
Connecticut
$1.87M – – –
CCG
1677
Cypress Capital Group
Florida
$1.86M -$67.7K -265 -4%
GSWM
1678
Golden State Wealth Management
California
$1.86M -$616K -2,412 -25%
OC
1679
Oakworth Capital
Alabama
$1.86M +$215K +842 +13%
WA
1680
Waverly Advisors
Alabama
$1.85M +$17.5K +61 +1%
AAM
1681
Aureus Asset Management
Massachusetts
$1.85M -$233K -914 -11%
S
1682
SimplyRich
California
$1.84M +$25.3K +99 +1%
CBB
1683
Citizens Business Bank
California
$1.84M +$51.1K +200 +3%
MFW
1684
Mosaic Family Wealth
Missouri
$1.84M – – –
CCM
1685
Condor Capital Management
New Jersey
$1.84M -$1.06M -4,152 -37%
QVT
1686
Quantitative Value Technologies
Kansas
$1.83M +$1.83M +7,179 New
BWM
1687
BigSur Wealth Management
Florida
$1.83M +$307K +1,200 +20%
VCM
1688
Vivaldi Capital Management
Illinois
$1.83M -$247K -849 -12%
GCM
1689
Galibier Capital Management
Ontario, Canada
$1.83M – – –
CWM
1690
Connecticut Wealth Management
Connecticut
$1.82M -$161K -632 -8%
REMPR
1691
Roof Eidam Maycock Peralta (REMP)
California
$1.82M – – –
FC
1692
Ferris Capital
Massachusetts
$1.82M – – –
MFS
1693
Madrona Financial Services
Washington
$1.82M +$193K +757 +12%
PSC
1694
Prentiss Smith & Co
Vermont
$1.81M – – –
NDSI
1695
Newman Dignan & Sheerar Inc
Rhode Island
$1.81M -$15.3K -60 -0.8%
SW
1696
SteelPeak Wealth
California
$1.81M -$113K -442 -6%
TC
1697
Truvestments Capital
Florida
$1.8M +$181K +707 +11%
HIC
1698
Holderness Investments Company
North Carolina
$1.79M -$128K -500 -7%
BWM
1699
Baystate Wealth Management
Massachusetts
$1.79M +$144K +565 +9%
JBA
1700
Johnson Bixby & Associates
Washington
$1.79M +$32.2K +126 +2%
66 67
68
69 70