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 %
CCM
1876
Carlson Capital Management
Minnesota
$1.34M +$40.9K +160 +3%
GFG
1877
Greystone Financial Group
Michigan
$1.33M +$190K +666 +17%
FCM
1878
Firestone Capital Management
Florida
$1.33M -$90.7K -355 -6%
CWMU
1879
Caliber Wealth Management (Utah)
Utah
$1.33M +$15.1K +59 +1%
TCOT
1880
Trust Company of Toledo
Ohio
$1.33M +$84.3K +330 +7%
VFPI
1881
Vantage Financial Partners (Illinois)
Illinois
$1.33M +$25.5K +100 +2%
IAS
1882
IMA Advisory Services
Colorado
$1.33M +$10.2K +40 +0.8%
CB
1883
Community Bank
New York
$1.32M -$137K -537 -9%
FC
1884
Farley Capital
New York
$1.32M +$2.04K +8 +0.2%
AAS
1885
Annex Advisory Services
Wisconsin
$1.32M +$147K +575 +13%
P
1886
&Partners
Tennessee
$1.32M – – –
PFA
1887
Pure Financial Advisors
California
$1.32M -$28.9K -113 -2%
CIG
1888
Consolidated Investment Group
Colorado
$1.32M – – –
RW
1889
Rede Wealth
Virginia
$1.32M +$267K +1,047 +26%
UBG
1890
United Bank (Georgia)
Georgia
$1.31M -$240K -938 -15%
KP
1891
Keel Point
Alabama
$1.31M +$93.8K +367 +8%
AB
1892
Atlas Brown
Kentucky
$1.31M -$31.9K -125 -2%
VCM
1893
Versant Capital Management
Arizona
$1.3M +$18.4K +72 +1%
MFG
1894
Magnus Financial Group
New York
$1.3M -$1.5M -5,882 -54%
AAM
1895
Ascension Asset Management
New York
$1.3M +$1.3M +5,100 New
MA
1896
Modus Advisors
Minnesota
$1.3M +$83.8K +328 +7%
TFA
1897
Teamwork Financial Advisors
Texas
$1.3M +$283K +1,108 +28%
GCA
1898
Gradient Capital Advisors
California
$1.3M -$59K -231 -4%
TA
1899
Tectonic Advisors
Texas
$1.3M -$17.1K -67 -1%
GC
1900
Gilbert & Cook
Iowa
$1.3M – – –
74 75
76
77 78