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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
EOJOAM
3026
E. Ohman J:or Asset Management
Sweden
– -$14.2M -61,300 Closed
AL
3027
AJO LP
Pennsylvania
– -$13M -56,235 Closed
Simplex Trading
3028
Simplex Trading
Illinois
– -$10.3M -42,475 -100%
CC
3029
Cipher Capital
New York
– -$9.11M -39,306 Closed
AFT
3030
Alpha Family Trust
California
– -$8.27M -35,663 Closed
QIM
3031
Quantitative Investment Management
Virginia
– -$7.55M -32,561 Closed
MIFH
3032
Migdal Insurance & Financial Holdings
Israel
– -$1.1M -21,995 Closed
CA
3033
Cullinan Associates
Kentucky
– -$4.46M -19,258 Closed
PIM
3034
Perpetual Investment Management
Australia
– -$4.41M -19,198 Closed
LWM
3035
Laidlaw Wealth Management
New York
– -$4.39M -18,947 Closed
RIA
3036
Regal Investment Advisors
Michigan
– -$2.53M -10,906 Closed
WMSA
3037
Weiss Multi-Strategy Advisers
New York
– -$2.47M -10,649 Closed
CPWM
3038
Cypress Point Wealth Management
Texas
– -$2.4M -10,335 Closed
JAMH
3039
Junson Asset Management (HK)
Hong Kong
– -$2.32M -10,000 Closed
GI
3040
GS Investments
Minnesota
– -$2.24M -9,658 Closed
3LCM
3041
3D/L Capital Management
Connecticut
– -$2.2M -9,564 Closed
LHC
3042
Little House Capital
Massachusetts
– -$1.85M -7,989 Closed
NISOA
3043
National Investment Services of America
Wisconsin
– -$1.61M -6,967 Closed
HAI
3044
Hennessy Advisors Inc
California
– -$927K -4,000 Closed
DA
3045
Duality Advisers
Florida
– -$890K -3,838 Closed
BCM
3046
Bayesian Capital Management
New York
– -$806K -3,478 Closed
MCPPUI
3047
MIC Capital Partners (Public) (US) IM
United Arab Emirates
– -$773K -3,334 Closed
JAM
3048
Jupiter Asset Management
United Kingdom
– -$745K -3,213 Closed
AA
3049
AQR Arbitrage
Connecticut
– -$706K -3,046 Closed
BLAM
3050
Bourne Lent Asset Management
New York
– -$665K -2,869 Closed
120 121
122
123 124

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.