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 %
TCM
1801
Tufton Capital Management
Maryland
$1.54M -$12.8K -50 -0.8%
SC
1802
SRB Corp
Massachusetts
$1.54M +$671K +2,628 +77%
CW
1803
CreativeOne Wealth
Kansas
$1.54M +$141K +553 +10%
BOTW
1804
Bank of the West
California
$1.54M -$138K -541 -8%
PTC
1805
Provident Trust Company
Wisconsin
$1.54M – – –
PIM
1806
Penobscot Investment Management
Massachusetts
$1.54M -$21K -82 -1%
MLFP
1807
MPS Loria Financial Planners
Illinois
$1.53M -$102K -400 -6%
VCM
1808
Vision Capital Management
Oregon
$1.53M -$25.5K -100 -2%
W
1809
WealthStone
Ohio
$1.53M – – –
MFW
1810
Meristem Family Wealth
Minnesota
$1.53M -$9.96K -39 -0.6%
ADL
1811
Asset Dedication LLC
California
$1.52M -$296K -1,160 -16%
HFG
1812
Heron Financial Group
New York
$1.52M – – –
FFN
1813
Focus Financial Network
Minnesota
$1.51M -$7.44M -29,135 -83%
BMCM
1814
Bryn Mawr Capital Management
Pennsylvania
$1.51M -$152K -596 -9%
TAM
1815
Taurus Asset Management
New York
$1.51M -$130K -510 -8%
FMLI
1816
Fukoku Mutual Life Insurance
Japan
$1.5M – – –
APG
1817
Abacus Planning Group
South Carolina
$1.5M +$19.2K +75 +1%
LWP
1818
Legacy Wealth Partners
California
$1.5M +$391K +1,529 +35%
LWM
1819
Lyell Wealth Management
California
$1.49M -$5.62K -22 -0.4%
MWM
1820
Merriman Wealth Management
Washington
$1.49M -$144K -565 -9%
EWM
1821
EPG Wealth Management
Georgia
$1.48M +$75.4K +295 +5%
FF
1822
FourThought Financial
Florida
$1.47M -$3.07K -12 -0.2%
WCG
1823
Weaver Consulting Group
California
$1.47M +$119K +464 +9%
CA
1824
Calton & Associates
Florida
$1.47M -$313K -1,225 -18%
JSL
1825
JT Stratford LLC
Georgia
$1.47M +$56.2K +220 +4%
71 72
73
74 75