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 %
CCA
2326
Cadent Capital Advisors
Oklahoma
$663K -$51.1K -200 -7%
FCA
2327
FinTrust Capital Advisors
South Carolina
$661K +$87.2K +341 +15%
AWA
2328
Aaron Wealth Advisors
Illinois
$660K +$9.19K +36 +1%
AA
2329
Auxano Advisors
Washington
$659K +$102K +398 +18%
MS
2330
Madden Securities
Texas
$655K -$320K -1,253 -33%
TFF
2331
The Family Firm
Maryland
$654K – – –
CIG
2332
Cairn Investment Group
Washington
$651K – – –
BHBT
2333
Burke & Herbert Bank & Trust
Virginia
$650K -$5.12K -20 -0.8%
WI
2334
WrapManager Inc
California
$650K +$88.1K +345 +16%
RIM
2335
Rockbridge Investment Management
New York
$649K -$69.2K -271 -10%
ESCM
2336
Echo Street Capital Management
New York
$649K +$181K +708 +39%
CGA
2337
Crescent Grove Advisors
Illinois
$646K – – –
PFC
2338
Phocas Financial Corp
California
$646K +$646K +2,530 New
APSP
2339
Asset Planning Services (Pennsylvania)
Pennsylvania
$643K – – –
CCM
2340
Colorado Capital Management
Colorado
$640K -$14K -55 -2%
XS
2341
XR Securities
Illinois
$639K +$295K +1,155 +86%
GG
2342
Gleason Group
Kentucky
$638K – – –
DFA
2343
DHJJ Financial Advisors
Illinois
$638K +$1.28K +5 +0.2%
AW
2344
Avion Wealth
Texas
$638K +$30.2K +118 +5%
SFWC
2345
Strategic Family Wealth Counselors
New Jersey
$634K +$102K +400 +19%
WTFG
2346
Wells Trecaso Financial Group
Ohio
$634K +$634K +2,480 New
HFBOT
2347
Home Federal Bank of Tennessee
Tennessee
$631K – – –
CCM
2348
Coerente Capital Management
Ontario, Canada
$628K +$628K +2,459 New
CAM
2349
Congress Asset Management
Massachusetts
$624K -$16.9K -66 -3%
CCM
2350
Crossvault Capital Management
Texas
$624K -$3.07K -12 -0.5%
92 93
94
95 96