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 %
NIC
2151
Northwest Investment Counselors
Oregon
$853K -$37K -145 -4%
GPA
2152
Garrison Point Advisors
California
$853K – – –
RWB
2153
RMR Wealth Builders
New Jersey
$853K +$97.1K +380 +13%
FFG
2154
Ford Financial Group
California
$853K +$156K +612 +22%
BAAM
2155
Baker Avenue Asset Management
California
$852K -$69.7K -273 -8%
AWA
2156
Acorn Wealth Advisors
Michigan
$851K -$13.3K -52 -2%
TWM
2157
Triton Wealth Management
Arizona
$851K +$59.9K +228 +8%
FNBOSM
2158
First National Bank of South Miami
Florida
$850K -$1.79K -7 -0.2%
LWAM
2159
Legacy Wealth Asset Management
Minnesota
$850K +$7.41K +29 +0.9%
AFAS
2160
Acorn Financial Advisory Services
Virginia
$848K +$48K +186 +6%
RP
2161
Riverbridge Partners
Minnesota
$846K +$3.32K +13 +0.4%
SB
2162
Sunflower Bank
Texas
$844K +$1.02K +4 +0.1%
CCM
2163
Crew Capital Management
Ohio
$844K +$844K +3,305 New
SWMG
2164
Strategic Wealth Management Group
Maryland
$842K – – –
SIC
2165
Sigma Investment Counselors
Michigan
$838K -$40.9K -160 -5%
BMM
2166
Buffington Mohr McNeal
Idaho
$837K +$38.3K +150 +5%
BCA
2167
Biltmore Capital Advisors
New Jersey
$837K +$451K +1,763 +117%
KLCM
2168
KG&L Capital Management
Louisiana
$836K -$2.05K -8 -0.2%
DA
2169
Detalus Advisors
Missouri
$836K – – –
BWA
2170
Beam Wealth Advisors
Louisiana
$835K +$15.3K +60 +2%
9WM
2171
9258 Wealth Management
Ohio
$833K -$2.3K -9 -0.3%
KBG
2172
Kahn Brothers Group
New York
$830K – – –
AF
2173
Affiance Financial
Minnesota
$830K -$38.6K -151 -4%
LGA
2174
Lebenthal Global Advisors
New York
$826K +$1.53K +6 +0.2%
SIC
2175
Samalin Investment Counsel
New York
$826K +$217K +850 +36%
85 86
87
88 89