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 %
LWP
2001
Lumature Wealth Partners
Georgia
$1.07M +$254K +995 +31%
PCG
2002
Private Capital Group
Connecticut
$1.07M -$460K -1,800 -30%
SHJ
2003
Sharkey, Howes & Javer
Colorado
$1.07M – – –
GCM
2004
Gibraltar Capital Management
Oklahoma
$1.07M -$45.2K -175 -4%
FFA
2005
Founders Financial Alliance
North Carolina
$1.07M +$74.5K +287 +8%
WWM
2006
Wagner Wealth Management
South Carolina
$1.07M +$748K +2,929 +236%
SLT
2007
St Louis Trust
Missouri
$1.06M +$255K +1,000 +32%
DSA
2008
Droms Strauss Advisors
Missouri
$1.06M +$1.06M +4,136 New
BST
2009
Bath Savings Trust
Maine
$1.06M -$76.7K -300 -7%
SAF
2010
Smith Anglin Financial
Texas
$1.06M +$347K +1,357 +49%
AIM
2011
Alhambra Investment Management
Florida
$1.06M +$1.06M +4,145 New
FLI
2012
Family Legacy Inc
South Carolina
$1.06M -$15.6K -61 -1%
NSAM
2013
North Star Asset Management
Wisconsin
$1.05M -$2.56K -10 -0.2%
HZ
2014
Hixon Zuercher
Ohio
$1.05M – – –
HFA
2015
Hoover Financial Advisors
Pennsylvania
$1.05M -$109K -383 -9%
WI
2016
Wedgewood Investors
Pennsylvania
$1.05M – – –
BHA
2017
Beech Hill Advisors
New York
$1.05M – – –
ALAM
2018
Asahi Life Asset Management
Japan
$1.04M -$174K -680 -14%
SIM
2019
SSI Investment Management
California
$1.04M -$512 -2 -0%
PFA
2020
Pettinga Financial Advisors
Indiana
$1.04M -$33.7K -132 -3%
ODG
2021
O'Dell Group
Ohio
$1.04M +$63.9K +250 +7%
PWA
2022
Physician Wealth Advisors
Utah
$1.04M +$1.05K +4 +0.1%
RCG
2023
Rock Creek Group
District of Columbia
$1.04M -$1.84M -7,188 -64%
CA
2024
Crewe Advisors
Utah
$1.04M – – –
KIG
2025
Kowal Investment Group
Wisconsin
$1.04M +$57.2K +224 +6%
79 80
81
82 83