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 %
DWMG
1976
DB Wealth Management Group
California
$1.13M -$18.7K -73 -2%
SCA
1977
Sage Capital Advisors
South Dakota
$1.13M +$16.3K +64 +1%
BONST
1978
Bank of Nova Scotia Trust
Ontario, Canada
$1.13M +$207K +811 +23%
SCM
1979
Southport Capital Management
Tennessee
$1.13M +$215K +843 +24%
GGHC
1980
Gilder Gagnon Howe & Co
New York
$1.13M +$247K +967 +28%
PAG
1981
Pinnacle Advisory Group
Maryland
$1.12M +$407K +1,593 +57%
CWA
1982
Cornerstone Wealth Advisors
Minnesota
$1.12M +$1.12M +4,390 New
LA
1983
Latitude Advisors
Florida
$1.12M -$1.37M -5,356 -55%
WAAG
1984
Wealth Alliance Advisory Group
Kansas
$1.12M +$36.5K +143 +3%
COLIM
1985
City of London Investment Management
United Kingdom
$1.12M -$163K -637 -13%
AP
1986
Atwood & Palmer
Missouri
$1.11M – – –
OCM
1987
Osterweis Capital Management
California
$1.11M -$116K -455 -9%
CAC
1988
Certified Advisory Corp
Florida
$1.11M +$1.11M +4,351 New
AIL
1989
AGF Investments LLC
Ontario, Canada
$1.1M -$309K -1,209 -22%
TWA
1990
Tillar-Wenstrup Advisors
Ohio
$1.1M +$21.2K +83 +2%
FCFC
1991
First Citizens Financial Corp
Iowa
$1.1M – – –
SIM
1992
Sadoff Investment Management
Wisconsin
$1.1M -$28.9K -113 -3%
AWG
1993
Altus Wealth Group
Colorado
$1.1M +$8.97K +32 +0.8%
DWM
1994
Dakota Wealth Management
Florida
$1.09M -$55.7K -218 -5%
FNWM
1995
Financial Network Wealth Management
Utah
$1.09M -$14.8K -58 -1%
NI
1996
NFC Investments
Tennessee
$1.09M – – –
PP
1997
Patten & Patten
Tennessee
$1.09M +$22K +86 +2%
TP
1998
Tranquility Partners
Tennessee
$1.09M +$28.6K +112 +3%
FPGK
1999
Financial Partners Group (Kansas)
Kansas
$1.08M -$25.3K -99 -2%
MAM
2000
McCarthy Asset Management
California
$1.07M +$355K +1,391 +49%
78 79
80
81 82