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 %
FDS
2226
First Dallas Securities
Texas
$773K – – –
HSWM
2227
Hubbell Strickland Wealth Management
Louisiana
$773K – – –
CFA
2228
Capstone Financial Advisors
Illinois
$772K -$281K -1,100 -27%
ITIM
2229
Indiana Trust & Investment Management
Indiana
$770K -$29.6K -116 -4%
CC
2230
Colrain Capital
Massachusetts
$768K +$276K +1,150 +56%
FC
2231
Financial Consulate
Maryland
$766K -$16.6K -65 -2%
VAG
2232
VisionPoint Advisory Group
Texas
$764K -$12.8K -50 -2%
PP
2233
Patron Partners
Texas
$763K -$16.3K -64 -2%
FB
2234
First Bancorp
Maine
$762K +$762K +2,984 New
FWP
2235
Firethorn Wealth Partners
Georgia
$759K -$18.1K -71 -2%
AWM
2236
Activest Wealth Management
Florida
$759K +$759K +2,967 New
KTA
2237
Keeley-Teton Advisors
Illinois
$756K – – –
BBP
2238
Banco BTG Pactual
Brazil
$755K -$1.8M -7,043 -70%
JLBC
2239
J.L. Bainbridge & Co
Florida
$755K -$61.5K -241 -8%
VWM
2240
Vigilare Wealth Management
Arizona
$755K +$158K +620 +27%
GSAM
2241
Grant Street Asset Management
Pennsylvania
$753K -$43.7K -171 -5%
HFA
2242
High Falls Advisors
New York
$752K -$25.5K -100 -3%
BHWA
2243
Beacon Harbor Wealth Advisors
Virginia
$750K +$11.5K +45 +2%
CWP
2244
Concord Wealth Partners
Virginia
$749K +$22K +86 +3%
IFO
2245
Independent Family Office
New York
$748K -$612K -2,196 -45%
NFP
2246
Narus Financial Partners
Utah
$748K +$748K +2,927 New
CPW
2247
Catalyst Private Wealth
California
$747K – – –
BCM
2248
Boltwood Capital Management
California
$736K -$18.4K -72 -2%
SSA
2249
South Street Advisors
New York
$736K -$2.56K -10 -0.3%
TSS
2250
Two Sigma Securities
New York
$733K -$284K -1,113 -28%
88 89
90
91 92