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 %
RIM
1826
Regent Investment Management
Kentucky
$1.47M -$882K -3,452 -37%
AIA
1827
Arbor Investment Advisors
North Carolina
$1.47M – – –
SL
1828
Stevard LLC
Illinois
$1.47M – – –
SIAG
1829
Signet Investment Advisory Group
Rhode Island
$1.47M -$15.3K -60 -1%
GWM
1830
Greenwich Wealth Management
Connecticut
$1.46M -$260K -1,017 -15%
ANB
1831
Amarillo National Bank
Texas
$1.46M +$548K +2,145 +60%
CAWM
1832
Capital Advisors Wealth Management
Washington
$1.46M +$1.46M +5,710 New
JAFL
1833
Jay A. Fishman Ltd
Michigan
$1.45M -$25.5K -100 -2%
MSFS
1834
Main Street Financial Solutions
Pennsylvania
$1.45M -$66.9K -262 -4%
FA
1835
Fagan Associates
New York
$1.45M +$972K +3,803 +205%
QPWM
1836
Quadrant Private Wealth Management
Pennsylvania
$1.44M +$101K +397 +8%
CC
1837
Capital Counsel
New York
$1.44M -$128K -500 -8%
LC
1838
Lindbrook Capital
California
$1.44M +$27.6K +108 +2%
TW
1839
TrinityPoint Wealth
Connecticut
$1.44M -$11.8K -46 -0.8%
MCA
1840
Magnolia Capital Advisors
Mississippi
$1.44M -$167K -655 -10%
JCM
1841
Jag Capital Management
Missouri
$1.43M +$266K +1,040 +23%
BAM
1842
Baldrige Asset Management
Pennsylvania
$1.43M -$2.56K -10 -0.2%
BCM
1843
Bourgeon Capital Management
Connecticut
$1.43M – – –
LWA
1844
Lineweaver Wealth Advisors
Ohio
$1.42M +$223K +875 +19%
GL
1845
Graypoint LLC
New York
$1.42M +$660K +2,584 +87%
MCM
1846
Monarch Capital Management
Indiana
$1.41M – – –
LOAMS
1847
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.41M +$1.41M +5,518 New
FMN
1848
Financial Management Network
California
$1.41M -$26.5K -95 -2%
ICM
1849
IMS Capital Management
Oregon
$1.41M +$78.5K +307 +6%
PA
1850
Procyon Advisors
Connecticut
$1.4M -$128K -500 -8%
72 73
74
75 76