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 %
CCP
1926
Cardan Capital Partners
Colorado
$1.23M – – –
ECM
1927
Estabrook Capital Management
New York
$1.23M -$25.5K -100 -2%
MWM
1928
Mattern Wealth Management
Kansas
$1.23M -$28.1K -110 -2%
CCM
1929
Conway Capital Management
California
$1.23M -$51.1K -200 -4%
DA
1930
DSC Advisors
Illinois
$1.23M +$773K +3,023 +170%
GCA
1931
Guardian Capital Advisors
Ontario, Canada
$1.22M -$4.55K -17 -0.4%
BWM
1932
BCS Wealth Management
Tennessee
$1.22M +$48.8K +191 +4%
FPFS
1933
First Personal Financial Services
North Carolina
$1.22M – – –
ACM
1934
AlphaCrest Capital Management
New York
$1.22M -$267K -1,047 -18%
PSB
1935
Piscataqua Savings Bank
New Hampshire
$1.22M +$1.22M +4,762 New
RCA
1936
Rex Capital Advisors
Rhode Island
$1.21M – – –
HRC
1937
Hoertkorn Richard Charles
$1.21M -$162K -634 -12%
ESB
1938
Essex Savings Bank
Connecticut
$1.21M – – –
OAM
1939
Occidental Asset Management
California
$1.21M -$1.08M -4,232 -47%
HR
1940
Hardy Reed
Mississippi
$1.2M -$2.56K -10 -0.2%
SP
1941
SWS Partners
Ohio
$1.2M – – –
OCM
1942
Orleans Capital Management
Louisiana
$1.2M – – –
KOMWMG
1943
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.2M -$18.6K -73 -2%
BWM
1944
BCGM Wealth Management
Indiana
$1.2M +$195K +729 +19%
RHJA
1945
Rice Hall James & Associates
California
$1.2M -$102K -400 -8%
SIC
1946
SFE Investment Counsel
California
$1.2M -$76.6K -300 -6%
DTL
1947
Dynamic Technology Lab
Singapore
$1.19M +$749K +2,929 +168%
PNAA
1948
Pictet North America Advisors
Switzerland
$1.19M – – –
MAM
1949
McLean Asset Management
Virginia
$1.19M -$175K -638 -13%
LWM
1950
Liberty Wealth Management
California
$1.19M – – –
76 77
78
79 80