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 %
VWM
2351
Venturi Wealth Management
Texas
$624K – – –
SFG
2352
StrategIQ Financial Group
Indiana
$624K +$8.43K +33 +1%
SFG
2353
Sovereign Financial Group
Connecticut
$624K +$220K +861 +54%
HPWM
2354
High Pines Wealth Management
Massachusetts
$623K +$268K +1,050 +76%
S
2355
Surevest
California
$622K -$11.8K -46 -2%
BBHC
2356
Brown Brothers Harriman & Co
New York
$621K -$98.1K -383,926 -14%
MWM
2357
Mascoma Wealth Management
New Hampshire
$620K +$269K +1,055 +77%
DWM
2358
Darwin Wealth Management
Florida
$618K -$269K -1,053 -30%
OF
2359
Outfitter Financial
Maine
$615K -$393K -1,540 -39%
VFP
2360
Verus Financial Partners
Virginia
$614K – – –
SDWMA
2361
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K +$614K +2,402 New
RP
2362
Rowlandmiller & Partners
Georgia
$614K – – –
WSCM
2363
Wellington Shields Capital Management
New York
$613K -$58.7K -230 -9%
RCM
2364
RNC Capital Management
California
$612K – – –
MIM
2365
Marco Investment Management
Georgia
$610K +$103K +402 +20%
BIA
2366
Bigelow Investment Advisors
Maine
$609K -$11.2K -44 -2%
SHWM
2367
Silicon Hills Wealth Management
Texas
$609K -$6.39K -25 -1%
BP
2368
Broadleaf Partners
Ohio
$609K – – –
CWA
2369
Clearview Wealth Advisors
Oregon
$608K – – –
OLA
2370
Oliver Luxxe Assets
New Jersey
$607K +$12.8K +50 +2%
FIA
2371
Foundations Investment Advisors
Arizona
$607K +$132K +499 +28%
SC
2372
Schoolcraft Capital
Colorado
$606K +$47.8K +187 +9%
VIM
2373
Vista Investment Management
Pennsylvania
$606K -$4.09K -16 -0.7%
ICP
2374
Interchange Capital Partners
Pennsylvania
$606K +$209K +790 +53%
CCP
2375
Clarkston Capital Partners
Michigan
$606K +$239K +935 +65%
93 94
95
96 97