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 %
MAWCM
2026
Mine & Arao Wealth Creation & Management
California
$1.03M – – –
B
2027
Barings
North Carolina
$1.03M -$359K -1,404 -26%
SSWM
2028
Sheets Smith Wealth Management
North Carolina
$1.03M +$125K +490 +14%
RFN
2029
RDA Financial Network
Iowa
$1.02M -$44.7K -175 -4%
LFF
2030
Level Four Financial
Texas
$1.02M -$25K -98 -2%
LWP
2031
Legacy Wealth Planning
Nevada
$1.02M +$71.5K +280 +8%
NWA
2032
New World Advisors
Massachusetts
$1.02M -$295K -1,155 -22%
GSBTD
2033
Glenview State Bank Trust Department
Illinois
$1.02M – – –
PCMK
2034
Paragon Capital Management (Kansas)
Kansas
$1.02M -$177K -650 -15%
HP
2035
Holowesko Partners
Bahamas
$1.01M – – –
BWM
2036
Bulltick Wealth Management
Florida
$1.01M -$581K -2,275 -37%
RWI
2037
Red Wave Investments
Pennsylvania
$1.01M +$20.7K +81 +2%
ACM
2038
Armbruster Capital Management
New York
$1.01M – – –
AIM
2039
ARGA Investment Management
Connecticut
$1.01M -$206K -806 -17%
GIP
2040
Greatmark Investment Partners
Georgia
$1M -$198K -775 -17%
RW
2041
RVW Wealth
California
$1M -$2.73K -9 -0.3%
PA
2042
Parkside Advisors
California
$1M – – –
6F
2043
626 Financial
Michigan
$1M +$1M +2,834 New
GSC
2044
G&S Capital
Colorado
$998K – – –
RZH
2045
Relyea Zuckerberg Hanson
Connecticut
$990K -$42.7K -156 -4%
BT
2046
Brandywine Trust
Delaware
$990K – – –
ARG
2047
Advisory Resource Group
Oklahoma
$984K -$98.9K -387 -9%
BIA
2048
Biondo Investment Advisors
Pennsylvania
$984K – – –
SWA
2049
Sutton Wealth Advisors
Florida
$984K +$8.69K +34 +0.9%
HFA
2050
HC Financial Advisors
California
$982K – – –
80 81
82
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