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 %
PPW
2426
Pasadena Private Wealth
California
$546K +$48.6K +190 +10%
VBCG
2427
Valley Brook Capital Group
Pennsylvania
$545K +$8.93K +35 +2%
CISOA
2428
Capital Investment Services of America
Wisconsin
$543K -$15.6K -61 -3%
SRC
2429
Sage Rhino Capital
California
$543K +$26.3K +103 +5%
AA
2430
Advisory Alpha
Michigan
$541K -$276K -1,080 -34%
BSSFA
2431
Baron Silver Stevens Financial Advisors
Florida
$541K +$255 +1 +0%
PIA
2432
Powell Investment Advisors
Florida
$539K – – –
Members Trust
2433
Members Trust
Florida
$537K +$5.88K +23 +1%
FA
2434
FC Advisory
Pennsylvania
$532K – – –
CWM
2435
Centric Wealth Management
Illinois
$530K -$496K -1,939 -48%
AFS
2436
Access Financial Services
Minnesota
$530K – – –
APSI
2437
Asset Planning Services Inc
Louisiana
$530K – – –
WAM
2438
Winslow Asset Management
Ohio
$530K +$7.67K +30 +1%
VBFP
2439
Valtinson Bruner Financial Planning
Minnesota
$529K +$4.31K +16 +0.8%
BWP
2440
Bernardo Wealth Planning
Pennsylvania
$528K -$728K -2,849 -58%
LIM
2441
Lagoda Investment Management
New York
$528K – – –
VCWA
2442
Vanguard Capital Wealth Advisors
Colorado
$525K – – –
CBN
2443
Cadence Bank NA
Texas
$523K +$298K +1,163 +132%
BA
2444
Bluesphere Advisors
Pennsylvania
$522K +$522K +2,044 New
APW
2445
Austin Private Wealth
Texas
$520K -$511 -2 -0.1%
OAJ
2446
Ogorek Anthony Joseph
New York
$520K – – –
LCM
2447
Leisure Capital Management
California
$520K +$6.9K +27 +1%
IF
2448
Insight Folios
North Carolina
$520K +$104K +407 +25%
BWA
2449
Bordeaux Wealth Advisors
California
$519K -$16.6K -65 -3%
AAM
2450
Augustine Asset Management
Florida
$518K -$5.87K -23 -1%
96 97
98
99 100