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 %
CMP
2251
Courage Miller Partners
Virginia
$733K +$9.19K +36 +1%
VRM
2252
Vectors Research Management
New York
$732K +$26.3K +103 +4%
RWA
2253
RGT Wealth Advisors
Texas
$728K -$6.9K -27 -0.9%
CIS
2254
Capital International Sarl
California
$728K – – –
RHAM
2255
Round Hill Asset Management
California
$726K -$15.3K -60 -2%
TLP
2256
Trinity Legacy Partners
Texas
$726K +$544 +2 +0.1%
SF
2257
Symphony Financial
Texas
$725K +$16.3K +62 +2%
HWA
2258
HHM Wealth Advisors
Tennessee
$724K -$18.1K -71 -2%
LAM
2259
L2 Asset Management
Massachusetts
$723K +$723K +2,829 New
ACM
2260
Ategra Capital Management
Virginia
$721K -$18.9K -74 -3%
MFGM
2261
Marshall Financial Group (Maryland)
Maryland
$720K -$31.2K -122 -4%
HHGA
2262
Halbert Hargrove Global Advisors
California
$720K +$255 +1 +0%
FNBOMD
2263
First National Bank of Mount Dora
Florida
$720K +$281K +1,100 +64%
APWM
2264
Atlas Private Wealth Management
New York
$719K +$107K +417 +17%
CWG
2265
Cornerstone Wealth Group
North Carolina
$718K +$91.5K +336 +15%
CT
2266
Clearstead Trust
Maine
$717K -$1.26M -4,938 -64%
AWM
2267
Aevitas Wealth Management
Massachusetts
$715K -$11.5K -45 -2%
OHS
2268
Odey Holdings (Switzerland)
Switzerland
$715K +$281K +1,100 +65%
GDP
2269
Great Diamond Partners
Maine
$714K +$10.2K +40 +1%
CHJWM
2270
Carlton Hofferkamp & Jenks Wealth Management
Texas
$713K -$27.4K -100 -4%
FUBT
2271
First United Bank & Trust
Maryland
$713K -$10.2K -40 -1%
MCM
2272
MV Capital Management
Maryland
$713K +$120K +469 +20%
CFA
2273
CWS Financial Advisors
Michigan
$713K +$192K +750 +37%
SW
2274
SkyOak Wealth
Michigan
$710K – – –
IWS
2275
Insight Wealth Strategies
California
$709K -$4.34K -17 -0.6%
89 90
91
92 93