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Berkshire Hathaway Class B
BRK.B

3,017 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, 1,154 increasing their positions, 1,248 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 71

37% more call options, than puts

Call options by funds: $4.83B | Put options by funds: $3.53B

7% more capital invested

Capital invested by funds: $209B → $225B (+$15.6B)

5% more funds holding in top 10

Funds holding in top 10: 439 → 460 (+21)

3% more funds holding

Funds holding: 2,938 → 3,017 (+79)

0.51% more ownership

Funds ownership: 65.71% → 66.22% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 1,154 | Existing positions reduced: 1,248

Holders
3,017
Holders Change
+79
Holders Change %
+2.69%
% of All Funds
52.98%
Holding in Top 10
460
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.78%
% of All Funds
8.08%
New
183
Increased
1,154
Reduced
1,248
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$133M

Top Buyers

1
State Street
State Street
Massachusetts
+$818M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$759M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$413M
4
Bank of America
Bank of America
North Carolina
+$259M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$249M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.21B
2
Capital International Investors
Capital International Investors
California
-$751M
3
Capital World Investors
Capital World Investors
California
-$629M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$586M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$574M
Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
2801
Donor Advised Charitable Giving
California
$251K – – –
SFPG
2802
Stonebridge Financial Planning Group
Florida
$251K – – –
GCM
2803
Gunderson Capital Management
South Carolina
$251K +$238K +981 New
GAM
2804
Geier Asset Management
Maryland
$250K – – –
CWM
2805
Cedar Wealth Management
California
$250K +$237K +977 New
NCM
2806
Nelson Capital Management
California
$249K -$12.1K -50 -5%
RPG
2807
Resource Planning Group
Georgia
$249K – – –
HIM
2808
Hillsdale Investment Management
Ontario, Canada
$248K -$12.1K -50 -5%
MWM
2809
McNaughton Wealth Management
California
$248K +$11.7K +48 +5%
BFP
2810
Briaud Financial Planning
Texas
$247K – – –
TS
2811
Tamar Securities
California
$247K +$7.77K +32 +3%
AFG
2812
Affinia Financial Group
Massachusetts
$247K +$207K +853 New
AHC
2813
Anderson Hoagland & Co
Missouri
$246K -$17.5K -72 -7%
GCMG
2814
Gyroscope Capital Management Group
Florida
$246K – – –
SMH
2815
Sanders Morris Harris
Texas
$246K – – –
TNAM
2816
Terra Nova Asset Management
New York
$246K +$15.8K +65 +7%
PIM
2817
Provident Investment Management
Michigan
$245K +$2.43K +10 +1%
MHC
2818
Meyer Handelman Company
New York
$245K +$233K +960 New
BEC
2819
Blue Edge Capital
Virginia
$244K – – –
MWP
2820
MYCIO Wealth Partners
Pennsylvania
$243K +$231K +950 New
LAM
2821
LifePro Asset Management
California
$242K -$26.7K -110 -10%
HFS
2822
Howard Financial Services
Texas
$242K -$7.29K -30 -3%
LFPWM
2823
Leicht Financial Planning & Wealth Management
New Jersey
$242K +$3.88K +16 +2%
BFA
2824
Beacon Financial Advisory
Ohio
$242K +$230K +947 New
ACM
2825
Alamar Capital Management
California
$240K +$228K +939 New
111 112
113
114 115

BRK.B Hedge Fund Activity: Q1 2021 in Review

3,017 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2021, worth a combined $225B — up 7.4% from $209B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new BRK.B positions and 71 closed out — a net gain of 112 holders — while 1,154 added to existing stakes and 1,248 trimmed.

The largest buyer was State Street, adding an estimated $818M. The largest seller was Gates Foundation Trust, cutting an estimated $1.21B.

  • 3,017 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2021, up from 2,938 in Q4 2020.
  • Funds reported $225B of Berkshire Hathaway Class B stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 183 funds opened new Berkshire Hathaway Class B positions in Q1 2021 and 71 closed out, a net change of +112 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2021 was State Street, an estimated $818M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2021 was Gates Foundation Trust, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2021.