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 %
SAS
1851
Sanford Advisory Services
Michigan
$1.4M +$227K +889 +19%
UCI
1852
Uncommon Cents Investing
Wisconsin
$1.4M +$373K +1,460 +37%
MW
1853
Marcum Wealth
Ohio
$1.39M +$721K +2,822 +108%
HAIM
1854
Hunter Associates Investment Management
Pennsylvania
$1.39M +$211K +825 +18%
AFG
1855
Arkansas Financial Group
Arkansas
$1.39M – – –
SPC
1856
Stewart & Patten Company
California
$1.39M -$97.1K -380 -7%
CIA
1857
Compass Ion Advisors
Pennsylvania
$1.38M +$27.3K +107 +2%
CASB
1858
Cape Ann Savings Bank
Massachusetts
$1.38M -$1.67M -6,535 -55%
NAG
1859
Northstar Advisory Group
New Jersey
$1.38M -$27.8K -109 -2%
CPO
1860
Cerity Partners OCIO
New York
$1.38M -$2.3K -9 -0.2%
NQWM
1861
Northwest Quadrant Wealth Management
Oregon
$1.38M -$33.2K -130 -2%
GGI
1862
Godsey & Gibb Inc
Virginia
$1.38M -$90.5K -354 -6%
PAG
1863
Private Advisory Group
Washington
$1.37M +$422K +1,653 +45%
NGA
1864
Naples Global Advisors
Florida
$1.36M -$6.39K -25 -0.5%
MYIA
1865
Mount Yale Investment Advisors
Colorado
$1.36M -$203K -793 -13%
KFS
1866
Kurt F. Somerville
$1.36M – – –
AIM
1867
Acropolis Investment Management
Missouri
$1.36M -$97.3K -381 -7%
WIA
1868
World Investment Advisors
California
$1.36M -$24.4K -85 -2%
LRIA
1869
Leonard Rickey Investment Advisors
Washington
$1.35M +$103K +402 +8%
OWIM
1870
Old West Investment Management
California
$1.35M +$136K +533 +11%
MFG
1871
MidWestOne Financial Group
Iowa
$1.34M – – –
RPCA
1872
Running Point Capital Advisors
California
$1.34M +$18.4K +72 +1%
LP
1873
LGL Partners
Pennsylvania
$1.34M -$30.7K -120 -2%
CIP
1874
Convergence Investment Partners
Florida
$1.34M -$25K -98 -2%
SEP
1875
Southland Equity Partners
Missouri
$1.34M +$176K +690 +15%
73 74
75
76 77