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 %
CA
2276
Claro Advisors
Massachusetts
$708K -$3.83K -15 -0.5%
LOAME
2277
Lombard Odier Asset Management (Europe)
United Kingdom
$706K -$3.69M -14,438 -84%
JIP
2278
JBJ Investment Partners
South Carolina
$706K -$143K -561 -17%
IA
2279
IAM Advisory
Pennsylvania
$706K – – –
CS
2280
Capital Square
Tennessee
$704K +$29.2K +110 +4%
BMC
2281
Beaton Management Company
Massachusetts
$704K +$30.7K +120 +5%
PWM
2282
PBMares Wealth Management
Virginia
$702K +$24K +94 +4%
CC
2283
Cornerstone Capital
California
$700K -$116K -455 -14%
BCM
2284
Bienville Capital Management
New York
$700K – – –
PCS
2285
Personal CFO Solutions
New Jersey
$699K +$28.4K +111 +4%
WA
2286
Winfield Associates
Ohio
$697K -$172K -674 -20%
MAA
2287
Matrix Asset Advisors
New York
$697K -$23.5K -92 -3%
FMI
2288
F/M Investments
District of Columbia
$697K – – –
IWAG
2289
Integer Wealth Advisors Group
Georgia
$695K +$695K +2,614 New
GWA
2290
GGM Wealth Advisors
Maryland
$694K +$110K +400 +19%
CC
2291
Centiva Capital
New York
$692K -$102K -400 -13%
LFA
2292
Legacy Financial Advisors
Kentucky
$691K -$89.2K -349 -11%
MPIA
2293
Mountain Pacific Investment Advisers
Idaho
$691K – – –
FEM
2294
Fulcrum Equity Management
Texas
$690K – – –
BWFA
2295
Baltimore-Washington Financial Advisors
Maryland
$689K -$61.6K -241 -8%
CRCM
2296
Corbett Road Capital Management
Virginia
$687K -$79.2K -310 -10%
FPWM
2297
FSB Premier Wealth Management
Iowa
$687K +$63.8K +250 +10%
AIA
2298
Allied Investment Advisors
Montana
$685K +$89.4K +350 +15%
SNT
2299
Security National Trust
West Virginia
$685K +$685K +2,681 New
DSC
2300
Duncker Streett & Co
Missouri
$684K -$30.7K -120 -4%
90 91
92
93 94