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 %
1WA
1751
180 Wealth Advisors
Washington
$1.66M +$20.7K +72 +1%
BFG
1752
Bouchey Financial Group
New York
$1.65M +$125K +490 +8%
TW
1753
Transform Wealth
Colorado
$1.65M -$48.8K -191 -3%
AA
1754
Alesco Advisors
New York
$1.65M – – –
VC
1755
Vestor Capital
Illinois
$1.65M +$11.2K +44 +0.7%
RT
1756
Rockland Trust
Massachusetts
$1.65M -$5.11K -20 -0.3%
VR
1757
Viridian RIA
Washington
$1.65M +$264K +1,032 +19%
IC
1758
Inverness Counsel
New York
$1.64M -$363K -1,423 -18%
EMG
1759
ETF Managers Group
New Jersey
$1.64M +$1.24M +4,812 +310%
ICM
1760
Islay Capital Management
Texas
$1.64M -$76.7K -300 -4%
JWM
1761
Jupiter Wealth Management
Colorado
$1.64M +$555K +2,000 +51%
CCA
1762
Childress Capital Advisors
Texas
$1.64M +$765K +2,996 +88%
PFGIA
1763
Patriot Financial Group Insurance Agency
Massachusetts
$1.63M -$27.6K -108 -2%
GCC
1764
Game Creek Capital
Massachusetts
$1.63M +$160K +625 +11%
GWAG
1765
Garrett Wealth Advisory Group
Texas
$1.62M -$60K -235 -4%
HI
1766
Hudock Inc
Pennsylvania
$1.62M +$255 +1 +0%
TAM
1767
Tealwood Asset Management
Minnesota
$1.62M -$4.85K -19 -0.3%
DPIM
1768
Duff & Phelps Investment Management
Illinois
$1.62M -$53.6K -210 -3%
EIA
1769
Eldridge Investment Advisors
New Hampshire
$1.61M – – –
SA
1770
SL Advisors
New Jersey
$1.61M -$44.5K -174 -3%
CCM
1771
Community Capital Management
Florida
$1.61M -$434K -1,700 -21%
MSA
1772
Marino Stram & Associates
Massachusetts
$1.6M +$124K +485 +8%
JHP
1773
James Hambro & Partners
United Kingdom
$1.6M -$194K -760 -11%
NB
1774
Northwest Bancshares
Pennsylvania
$1.6M -$12.8K -50 -0.8%
MECA
1775
Miller Equity Capital Advisors
Texas
$1.6M +$51.1K +200 +3%
69 70
71
72 73