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 %
VC
2126
Veracity Capital
Georgia
$886K +$22K +86 +3%
LBD
2127
Landsberg Bennett & Dubbaneh
Florida
$884K -$44.7K -173 -5%
DI
2128
DFPG Investments
Utah
$883K -$623K -2,369 -41%
LCM
2129
Logan Capital Management
Pennsylvania
$881K -$144K -565 -14%
TWM
2130
TriaGen Wealth Management
California
$879K +$25.6K +100 +3%
GWM
2131
Gray Wealth Management
Maine
$879K +$26.8K +105 +3%
XWM
2132
Xcel Wealth Management
Florida
$878K -$14.3K -56 -2%
IA
2133
IFG Advisors
Missouri
$878K +$294K +1,151 +50%
GCP
2134
Gill Capital Partners
Colorado
$877K – – –
PCFFS
2135
Pacific Center for Financial Services
California
$876K -$34.2K -134 -4%
HR
2136
Hayden Royal
North Carolina
$876K +$876K +3,430 New
SGI
2137
Summit Global Investments
Utah
$875K +$64.6K +253 +8%
MPCG
2138
Matrix Private Capital Group
New York
$874K -$24K -94 -3%
JMFC
2139
J.M. Forbes & Co
Massachusetts
$874K -$5.11K -20 -0.6%
CAL
2140
Capital Analysts LLC
Pennsylvania
$874K +$260K +1,018 +42%
BDF
2141
Black Diamond Financial
Maryland
$873K +$12.3K +48 +1%
ACA
2142
Ackerman Capital Advisors
Texas
$870K +$639K +2,500 +277%
MWP
2143
Meridian Wealth Partners
Pennsylvania
$869K +$13.5K +53 +2%
AL
2144
ACAS LLC
California
$868K +$868K +3,398 New
AC
2145
Aristides Capital
Kentucky
$867K – – –
AMG
2146
Advisors Management Group
Wisconsin
$864K +$1.28K +5 +0.1%
PC
2147
Permit Capital
Pennsylvania
$860K -$11.8K -49 -1%
EFM
2148
E Fund Management
China
$856K +$856K +3,352 New
DS
2149
DRW Securities
Illinois
$855K +$855K +3,347 New
FNB
2150
Farmers National Bank
Kentucky
$853K -$22K -86 -3%
84 85
86
87 88