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
2451
Column Capital Advisors
Indiana
$516K +$128K +500 +33%
AFM
2452
Andesa Financial Management
Pennsylvania
$516K +$258K +1,009 +100%
VAM
2453
Verity Asset Management
North Carolina
$515K +$103K +404 +25%
FAM
2454
Flaharty Asset Management
Florida
$514K +$153K +600 +43%
LTI
2455
Laffer Tengler Investments
Tennessee
$513K – – –
GTCM
2456
Gyon Technologies Capital Management
New Jersey
$512K +$512K +2,005 New
NCM
2457
Northwest Capital Management
Oregon
$511K -$12.8K -50 -2%
MTC
2458
McDaniel Terry & Co
Texas
$511K – – –
DP
2459
Dearborn Partners
Illinois
$511K – – –
PPCM
2460
Pillar Pacific Capital Management
California
$510K -$139K -545 -21%
GWM
2461
Greenhouse Wealth Management
Connecticut
$510K – – –
SEIA
2462
Signature Estate & Investment Advisors
California
$509K -$45.5K -178 -8%
AP
2463
Adero Partners
California
$509K +$257K +1,006 +102%
PS
2464
Planned Solutions
California
$508K -$31.2K -122 -6%
AAMA
2465
Advanced Asset Management Advisors
Ohio
$507K +$2.55K +10 +0.5%
HWMA
2466
Heritage Wealth Management (Arizona)
Arizona
$506K +$506K +1,980 New
AM
2467
Atwater Malick
Pennsylvania
$504K – – –
RAM
2468
Rempart Asset Management
Canada
$504K – – –
BB
2469
Bell Bank
North Dakota
$503K +$65.9K +258 +15%
DWM
2470
Denver Wealth Management
Colorado
$503K +$503K +1,426 New
TF
2471
TimeScale Financial
Massachusetts
$502K +$76.7K +300 +18%
HIS
2472
Harvest Investment Services
Illinois
$499K +$67.1K +263 +16%
CCG
2473
Capital CS Group
California
$498K – – –
NOCM
2474
Night Owl Capital Management
Connecticut
$497K -$242K -947 -33%
FCM
2475
Fortis Capital Management
Washington
$497K +$140K +549 +39%
97 98
99
100 101