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 %
CNB
2051
Camden National Bank
Maine
$982K +$60K +235 +7%
CNC
2052
Camden National Corporation
Maine
$982K +$982K +3,844 New
CMO
2053
Covenant Multifamily Offices
Texas
$981K +$981K +3,839 New
4WM
2054
44 Wealth Management
Oregon
$980K -$14.8K -58 -1%
KFP
2055
KMG Fiduciary Partners
Ohio
$978K +$10.2K +40 +1%
AIC
2056
Archer Investment Corporation
Indiana
$976K +$98.1K +384 +11%
THWM
2057
Taylor Hoffman Wealth Management
Virginia
$972K -$3.32K -13 -0.3%
LWIC
2058
Leith Wheeler Investment Counsel
British Columbia, Canada
$972K – – –
AO
2059
Advisor OS
Illinois
$972K – – –
GHA
2060
GW Henssler & Associates
Georgia
$971K -$2.56K -10 -0.3%
BWP
2061
BSW Wealth Partners
Colorado
$971K +$47.8K +187 +5%
W
2062
WealthOne
New York
$971K +$219K +857 +29%
AWM
2063
AllSquare Wealth Management
New York
$969K +$96.8K +379 +11%
AFG
2064
Alterity Financial Group
Maine
$969K +$969K +2,745 New
JGIA
2065
Jackson Grant Investment Advisers
Connecticut
$967K +$10.2K +40 +1%
CWP
2066
Curated Wealth Partners
California
$966K +$121K +472 +14%
WAOTB
2067
Wealth Advisors of Tampa Bay
Florida
$965K +$38.3K +150 +4%
SGK
2068
Steigerwald Gordon & Koch
Virginia
$963K – – –
WCA
2069
Windsor Creek Advisors
Vermont
$962K +$957K +3,747 +20,817%
PPP
2070
Private Portfolio Partners
New Jersey
$959K +$34.5K +135 +4%
AWM
2071
Aries Wealth Management
Maine
$959K +$123K +461 +15%
PFWA
2072
Paces Ferry Wealth Advisors
Georgia
$955K -$14K -55 -1%
IC
2073
Investment Counsel
Michigan
$955K – – –
PT
2074
Plimoth Trust
Massachusetts
$955K +$21.5K +84 +2%
SCA
2075
Stonebridge Capital Advisors
Minnesota
$953K +$30.7K +120 +3%
81 82
83
84 85