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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
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$62.4M +$17.2M +70,704 +41%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$62.3M -$80.1K -330 -0.1%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$61.4M -$2.31M -9,509 -4%
CVM
279
Cheviot Value Management
California
$61.3M +$845K +3,480 +1%
SLAM
280
Swiss Life Asset Management
$61M -$2.2M -9,071 -4%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$60.9M -$1.14M -4,706 -2%
AGA
282
Altrinsic Global Advisors
Connecticut
$60.8M -$1.39M -5,735 -2%
PCI
283
Pacifica Capital Investments
Texas
$60.7M -$432K -1,779 -0.7%
SBH
284
Segall Bryant & Hamill
Illinois
$60.6M -$2.89M -11,908 -5%
BFS
285
Bradley Foster & Sargent
Connecticut
$60.3M +$821K +3,379 +1%
SCM
286
Smead Capital Management
Arizona
$60.2M +$4.71M +19,398 +9%
MLICM
287
Metropolitan Life Insurance Company (MetLife)
New York
$60.1M -$3.88M -15,969 -6%
GC
288
Gobi Capital
California
$59.1M +$56.2M +231,360 New
ISL
289
Ingalls & Snyder LLC
New York
$58.6M -$657K -2,704 -1%
BGIM
290
Brandywine Global Investment Management
Pennsylvania
$58.1M -$1.04M -4,274 -2%
CSIC
291
Clifford Swan Investment Counsel
California
$57.9M -$104K -427 -0.2%
FFA
292
First Foundation Advisors
California
$57.7M -$139K -574 -0.3%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$57.5M -$2.92M -12,035 -5%
NG
294
Northstar Group
New York
$57M +$437K +1,800 +0.8%
CG
295
Colony Group
Massachusetts
$56.9M -$281K -1,157 -0.5%
DnB Asset Management
296
DnB Asset Management
Norway
$56.5M +$8.97M +36,942 +20%
PVH
297
Psagot Value Holdings
Israel
$56.4M – – –
CAG
298
Crestwood Advisors Group
Massachusetts
$56.2M +$822K +3,384 +2%
WJWM
299
Williams Jones Wealth Management
New York
$55.6M -$11.2M -45,942 -17%
MWNA
300
Marshall Wace North America
New York
$55.3M -$98.4M -405,354 -65%
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12
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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.