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 %
SWP
2401
Strategic Wealth Partners
Ohio
$574K – – –
PC
2402
Port Capital
Illinois
$574K – – –
PPSG
2403
Princeton Portfolio Strategies Group
New Jersey
$573K -$51.1K -200 -8%
CFD
2404
Creative Financial Designs
Indiana
$571K -$134K -525 -19%
TC
2405
Trilogy Capital
California
$571K – – –
WDG
2406
Wealth Dimensions Group
Ohio
$571K +$9.96K +39 +2%
TCM
2407
Towercrest Capital Management
Pennsylvania
$569K -$7.66K -30 -1%
TA
2408
Trellis Advisors
Washington
$569K +$2.56K +10 +0.5%
AWMG
2409
Alliance Wealth Management Group
New Jersey
$568K -$7.66K -30 -1%
FNBTCON
2410
First National Bank & Trust Co of Newtown
Pennsylvania
$568K – – –
OCM
2411
One Capital Management
California
$560K -$98.3K -385 -15%
CWM
2412
Concentric Wealth Management
California
$560K +$5.11K +20 +0.9%
CT
2413
Columbia Trust
Oregon
$556K -$5.86K -23 -1%
DP
2414
Denver PWM
Colorado
$555K +$11.3K +53 +2%
SWIG
2415
Strategic Wealth Investment Group
Kentucky
$554K -$1.53K -6 -0.3%
MGAM
2416
McGowan Group Asset Management
Texas
$554K +$69K +270 +14%
LBC
2417
Lawrence B. Cohen
$550K – – –
EWA
2418
ERTS Wealth Advisors
Michigan
$550K +$6.13K +24 +1%
BSG
2419
Black Swift Group
Colorado
$549K -$50.8K -199 -8%
ABP
2420
Arthur B. Page
$549K -$42.7K -167 -7%
KCM
2421
Kornitzer Capital Management
Kansas
$549K +$1.28K +5 +0.2%
SI
2422
SimpliFi Inc
California
$549K +$33.5K +131 +6%
CSPAM
2423
Cary Street Partners Asset Management
Virginia
$549K +$140K +550 +34%
KIC
2424
Keating Investment Counselors
Florida
$548K -$12.8K -50 -2%
BA
2425
Ballew Advisors
Mississippi
$548K +$274K +1,062 +100%
95 96
97
98 99