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 %
WAG
1726
Winthrop Advisory Group
Massachusetts
$1.72M +$3.58K +14 +0.2%
AMG
1727
Asset Management Group
Connecticut
$1.72M -$52.4K -205 -3%
BSB
1728
Bangor Savings Bank
Maine
$1.71M +$36.3K +142 +2%
SMC
1729
Smith, Moore & Co
Missouri
$1.71M +$526K +2,061 +44%
CC
1730
Courier Capital
New York
$1.71M -$159K -623 -9%
GGS
1731
Galvin Gaustad & Stein
Arizona
$1.71M -$94.5K -370 -5%
LBC
1732
Lowe Brockenbrough & Co
Virginia
$1.7M -$2.55K -10 -0.1%
I2I
1733
Insight 2811 Inc
Illinois
$1.69M +$103K +403 +6%
CNC
1734
Canandaigua National Corp
New York
$1.69M +$311K +1,217 +23%
IC
1735
Intersect Capital
California
$1.69M +$138K +539 +9%
GIA
1736
Gladstone Institutional Advisory
Florida
$1.69M +$1.2M +4,708 +247%
IRAG
1737
Investment Research & Advisory Group
Georgia
$1.69M -$397K -1,556 -19%
SAM
1738
Steinberg Asset Management
New York
$1.69M +$46.5K +182 +3%
KAH
1739
Kathryn A. Hall
$1.69M – – –
VCAM
1740
Van Cleef Asset Management
Ohio
$1.69M -$12.8K -50 -0.8%
SCM
1741
Spreng Capital Management
Ohio
$1.68M -$23K -90 -1%
LPT
1742
Legacy Private Trust
Wisconsin
$1.68M -$47.3K -185 -3%
LAIC
1743
Lederer & Associates Investment Counsel
California
$1.68M -$124K -484 -7%
S
1744
Seeyond
France
$1.68M +$77.1K +302 +5%
AWA
1745
Artemis Wealth Advisors
New York
$1.67M – – –
WA
1746
Wealth Alliance
New York
$1.67M +$127K +498 +8%
DCM
1747
Donaldson Capital Management
Indiana
$1.66M +$171K +670 +11%
JF
1748
JSF Financial
California
$1.66M -$158K -620 -9%
IF
1749
Intrua Financial
Texas
$1.66M +$106K +388 +7%
GA
1750
GoalVest Advisory
New York
$1.66M +$100K +393 +6%
68 69
70
71 72