We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class 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: 439460 (+21)

3% more funds holding

Funds holding: 2,9383,017 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$55.1M -$1.57M -6,476 -3%
Federated Hermes
302
Federated Hermes
Pennsylvania
$54.9M -$19.9M -81,923 -28%
KP
303
Kiltearn Partners
United Kingdom
$54.9M -$5.08M -20,900 -9%
Squarepoint
304
Squarepoint
New York
$54.7M -$10.2M -41,943 -16%
CB
305
Commerce Bank
Missouri
$54.7M -$386K -1,589 -0.7%
MAA
306
Mraz Amerine & Associates
California
$54.2M -$1.58M -6,486 -3%
ICG
307
InterOcean Capital Group
Tennessee
$53.6M +$354K +1,459 +0.7%
CIM
308
Confluence Investment Management
Missouri
$53.2M +$1.56M +6,424 +3%
EIA
309
Edgemoor Investment Advisors
Maryland
$52.7M +$490K +2,018 +1%
SCA
310
STALEY CAPITAL ADVISERS
Pennsylvania
$52.6M -$641K -2,640 -1%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$52.3M -$9.56M -39,348 -16%
OWP
312
Obermeyer Wealth Partners
Colorado
$51.9M +$1.29M +5,316 +3%
EBSAM
313
Eubel Brady & Suttman Asset Management
Ohio
$51.8M +$24.6M +101,211 +100%
FCIM
314
Fairview Capital Investment Management
California
$51.1M +$1.05M +4,305 +2%
DAM
315
Davis Asset Management
California
$51.1M
MIM
316
Manitou Investment Management
Ontario, Canada
$51.1M +$372K +1,530 +0.8%
SAIG
317
Semper Augustus Investments Group
Colorado
$51M +$20.6K +85 +0%
WIM
318
Wittenberg Investment Management
Massachusetts
$50.6M -$3.34M -13,750 -6%
SCP
319
Seizert Capital Partners
Michigan
$49.7M -$1.77M -7,275 -4%
VDBMI
320
Van Den Berg Management I
Texas
$49.6M -$1.15M -4,746 -2%
Marshall Wace
321
Marshall Wace
United Kingdom
$49.5M +$44.3M +182,471 +1,613%
PFO
322
Pathstone Family Office
New Jersey
$49.1M -$176K -723 -0.4%
BMO
323
Beck Mack & Oliver
New York
$49.1M -$2.98M -12,274 -6%
SCI
324
S&CO Inc
Massachusetts
$49M +$29.1K +120 +0.1%
HCM
325
Howland Capital Management
Massachusetts
$48.4M +$854K +3,515 +2%

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.