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 %
SIM
1951
Sonora Investment Management
Arizona
$1.19M +$18.9K +74 +2%
GAM
1952
Gemmer Asset Management
California
$1.19M +$169K +662 +17%
CSWG
1953
Cardinal Strategic Wealth Guidance
Kentucky
$1.18M -$34.3K -134 -3%
WA
1954
Wambolt & Associates
Colorado
$1.18M -$24.5K -95 -2%
RIS
1955
Retirement Income Solutions
Michigan
$1.17M -$130K -508 -10%
RMC
1956
Resources Management Corp
Connecticut
$1.17M -$67.9K -266 -5%
CAGAS
1957
Capital Advisory Group Advisory Services
Minnesota
$1.17M +$139K +544 +14%
MMG
1958
Monetary Management Group
Missouri
$1.16M -$83K -325 -7%
PWSG
1959
Pacific Wealth Strategies Group
California
$1.16M -$36.8K -144 -3%
Edgewood Management
1960
Edgewood Management
Connecticut
$1.16M – – –
NL
1961
NVWM LLC
Pennsylvania
$1.16M -$167K -652 -13%
AFS
1962
Axiom Financial Strategies
Indiana
$1.16M +$11K +43 +1%
PS
1963
Portfolio Solutions
Michigan
$1.16M -$7.67K -30 -0.7%
PP
1964
Prosperity Planning
Missouri
$1.16M +$511 +2 +0%
KMWM
1965
Keudell/Morrison Wealth Management
Oregon
$1.15M +$2.81K +11 +0.2%
LC
1966
LCNB Corp
Ohio
$1.15M – – –
CB
1967
Cadence Bank
Mississippi
$1.15M -$52.6K -206 -4%
GB
1968
Goepper Burkhardt
South Carolina
$1.15M – – –
CPA
1969
Capital Planning Advisors
California
$1.14M +$461K +1,806 +68%
LCM
1970
LVM Capital Management
Michigan
$1.14M – – –
PPW
1971
Parcion Private Wealth
Washington
$1.14M -$6.9K -27 -0.6%
EWM
1972
Elmwood Wealth Management
California
$1.14M +$1.14M +4,452 New
SEEDPG
1973
S.E.E.D. Planning Group
New York
$1.14M -$56.7K -222 -5%
CBT
1974
CoreFirst Bank & Trust
Kansas
$1.14M – – –
Fiera Capital (Canada)
1975
Fiera Capital (Canada)
Quebec, Canada
$1.13M -$5.88M -23,036 -84%
77 78
79
80 81