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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
QTM
3051
qPULA Trading Management
New York
– -$649K -2,800 Closed
OAM
3052
Oak Asset Management
California
– -$641K -2,764 Closed
PAMP
3053
Polar Asset Management Partners
Ontario, Canada
– -$601K -2,593 Closed
LFA
3054
Legend Financial Advisors
Pennsylvania
– -$584K -2,518 Closed
ED
3055
Exane Derivatives
France
– -$552K -2,380 Closed
AIA
3056
Angeles Investment Advisors
California
– -$546K -2,355 Closed
HCM
3057
HMS Capital Management
Tennessee
– -$467K -2,016 Closed
DA
3058
DCF Advisers
Connecticut
– -$464K -2,000 Closed
SPP
3059
Single Point Partners
Massachusetts
– -$434K -1,870 Closed
FTUS
3060
Flow Traders U.S.
New York
– -$413K -1,783 Closed
FPA
3061
First Pacific Advisors
California
– -$394K -1,700 Closed
CIC
3062
Cornercap Investment Counsel
Georgia
– -$355K -1,564 Closed
BHWM
3063
Bay Harbor Wealth Management
Maryland
– -$359K -1,547 Closed
PHK
3064
Point72 Hong Kong
Hong Kong
– -$371K -1,526 Closed
OQS
3065
Occudo Quantitative Strategies
Florida
– -$312K -1,347 Closed
AA
3066
Argent Advisors
Louisiana
– -$297K -1,281 Closed
MPPLM
3067
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$278K -1,200 Closed
CPC
3068
Cookson Peirce & Co
Pennsylvania
– -$273K -1,179 Closed
BCP
3069
Blackhawk Capital Partners
Wisconsin
– -$241K -1,131 Closed
CCFM
3070
Clear Creek Financial Management
Washington
– -$244K -1,056 Closed
CWM
3071
CMH Wealth Management
New Hampshire
– -$232K -1,000 Closed
AIA
3072
Armor Investment Advisors
North Carolina
– -$231K -995 Closed
BC
3073
Brookfield Corp
Ontario, Canada
– -$220K -950 Closed
CWM
3074
Concentrum Wealth Management
California
– -$219K -945 Closed
AC
3075
AlphaCore Capital
California
– -$159K -684 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.