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 %
DSN
2301
D. Scott Neal
Kentucky
$684K – – –
IFAM
2302
Institutional & Family Asset Management
Colorado
$683K -$173K -679 -20%
EA
2303
Elm Advisors
California
$683K -$25.5K -100 -4%
KFI
2304
Key Financial Inc
Pennsylvania
$683K – – –
SWA
2305
Sax Wealth Advisors
New Jersey
$682K – – –
CG
2306
CFO4Life Group
Texas
$682K – – –
SFO
2307
Standard Family Office
South Dakota
$681K -$73.3K -287 -10%
LB
2308
Legacy Bridge
Iowa
$681K -$14.3K -56 -2%
SIA
2309
SkyView Investment Advisors
New Jersey
$680K +$72.8K +285 +12%
SCI
2310
Stableford Capital II
Arizona
$678K -$346K -1,355 -34%
TCWM
2311
Total Clarity Wealth Management
Illinois
$678K +$18.7K +73 +3%
BCP
2312
Blue Chip Partners
Michigan
$678K +$54.9K +215 +9%
WMC
2313
Westwood Management Corporation
Illinois
$677K – – –
AWM
2314
Atticus Wealth Management
Florida
$676K -$217K -851 -24%
KWM
2315
Keebeck Wealth Management
Illinois
$676K +$76.7K +300 +13%
MAM
2316
Marquette Asset Management
Minnesota
$675K -$77.1K -302 -10%
IC
2317
Inscription Capital
Texas
$675K – – –
CRWM
2318
Castle Rock Wealth Management
California
$674K -$4.04K -15 -0.6%
KPWG
2319
KFA Private Wealth Group
Virginia
$674K +$203K +795 +43%
OPWM
2320
Oakwell Private Wealth Management
Texas
$672K -$23.5K -92 -3%
SIS
2321
Sound Income Strategies
Florida
$671K +$223K +874 +50%
CIA
2322
Cascade Investment Advisors
Oregon
$668K +$643K +2,516 +2,516%
CYG
2323
Clean Yield Group
Vermont
$666K -$20.4K -80 -3%
MNBTD
2324
Moody National Bank Trust Division
Texas
$666K +$5.62K +22 +0.9%
UBV
2325
United Bank (Virginia)
Virginia
$666K +$38.3K +150 +6%
91 92
93
94 95