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 %
BFO
1901
Biltmore Family Office
North Carolina
$1.29M -$256K -1,000 -17%
FA
1902
Fiducient Advisors
Illinois
$1.28M +$63.1K +247 +5%
LJAC
1903
L.J. Altfest & Co
New York
$1.28M +$13K +51 +1%
OPCM
1904
Osborne Partners Capital Management
California
$1.28M -$7.61M -29,796 -86%
AWS
1905
AJ Wealth Strategies
New York
$1.28M -$76.6K -300 -6%
AIM
1906
Artemis Investment Management
United Kingdom
$1.28M +$1.28M +5,000 New
RWA
1907
Redhawk Wealth Advisors
Minnesota
$1.28M +$139K +544 +12%
AIP
1908
Almanack Investment Partners
Pennsylvania
$1.27M +$61K +239 +5%
FEG
1909
Financial Enhancement Group
Indiana
$1.27M -$29.6K -116 -2%
JG
1910
Jefferies Group
New York
$1.27M -$282K -1,102 -18%
EFSCE
1911
Enterprise Financial Services Corp (EFSC)
Missouri
$1.27M +$3.58K +14 +0.3%
HL
1912
HeadInvest LLC
Maine
$1.26M +$3.83K +15 +0.3%
UAS
1913
United Asset Strategies
New York
$1.26M -$146K -570 -10%
PO
1914
Private Ocean
California
$1.26M +$1.26M +4,912 New
LJHT
1915
Laurie J. Hall Trustee
$1.25M -$12.8K -50 -1%
WSC
1916
Wellington Shields & Co
New York
$1.25M -$98.4K -385 -7%
AFC
1917
AFT Forsyth & Company
Florida
$1.25M – – –
FNFDCM
1918
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.25M +$25.5K +100 +2%
HCMG
1919
Howard Capital Management Group
California
$1.25M +$1.25M +4,883 New
CWM
1920
Calamos Wealth Management
Illinois
$1.24M +$143K +560 +13%
DAM
1921
Doheny Asset Management
California
$1.24M – – –
WMP
1922
Wealth Management Partners
Arizona
$1.24M – – –
MCM
1923
Maple Capital Management
Vermont
$1.24M – – –
HBT
1924
Hills Bank & Trust
Iowa
$1.24M -$20.4K -80 -2%
AT
1925
Arden Trust
Delaware
$1.24M -$409K -1,603 -25%
75 76
77
78 79