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 %
MJP
1776
Michael J. Puzo
$1.6M -$128K -500 -7%
OWA
1777
Octavia Wealth Advisors
Ohio
$1.6M +$767 +3 +0%
FWM
1778
Fairhaven Wealth Management
Illinois
$1.59M -$898K -3,515 -36%
NB
1779
Nicolet Bankshares
Wisconsin
$1.59M +$19.2K +75 +1%
BWA
1780
Burt Wealth Advisors
Maryland
$1.59M +$187K +732 +13%
GWM
1781
GSB Wealth Management
Connecticut
$1.58M +$1.58M +6,196 New
LW
1782
Linscomb Wealth
Texas
$1.58M -$211K -824 -12%
WM
1783
WS Management
Florida
$1.58M -$13.2M -51,705 -89%
MGWM
1784
Marks Group Wealth Management
Minnesota
$1.58M +$65.4K +249 +4%
SCM
1785
Sterneck Capital Management
Missouri
$1.57M +$87.6K +343 +6%
TI
1786
Truepoint Inc
Ohio
$1.57M -$295K -1,155 -16%
EDRIA
1787
Edmonds Duncan Registered Investment Advisors
Kansas
$1.57M – – –
SAG
1788
Spotlight Asset Group
Illinois
$1.57M -$312K -1,220 -17%
AIM
1789
Avity Investment Management
Connecticut
$1.57M +$12.8K +50 +0.8%
SW
1790
SlateStone Wealth
Florida
$1.56M -$166K -650 -10%
NAS
1791
Nicolet Advisory Services
Wisconsin
$1.56M -$1.44M -5,643 -48%
WC
1792
Winmill & Co
New York
$1.56M – – –
GP
1793
Girard Partners
Pennsylvania
$1.56M +$2.04K +8 +0.1%
TAM
1794
Townsend Asset Management
North Carolina
$1.56M +$160K +625 +11%
HBT
1795
Heartland Bank & Trust
Illinois
$1.55M -$121K -474 -7%
FFS
1796
Founders Financial Securities
Maryland
$1.55M +$463K +1,812 +42%
IA
1797
Insight Advisors
Pennsylvania
$1.55M +$244K +884 +19%
PP
1798
Professional Planning
California
$1.55M -$620K -2,428 -29%
JF
1799
Jump Financial
Illinois
$1.55M +$1.25M +4,882 +419%
MA
1800
MCF Advisors
Kentucky
$1.54M +$38.1K +149 +3%
70 71
72
73 74