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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
QAM
326
QCI Asset Management
New York
$47.6M -$4.86M -20,031 -10%
AIA
327
Avalon Investment & Advisory
Texas
$47.4M +$276K +1,136 +0.6%
WRF
328
Waddell & Reed Financial
Kansas
$47.3M – – –
SIC
329
Salem Investment Counselors
North Carolina
$47M +$811K +3,341 +2%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$45.8M – – –
V
331
Veritable
Delaware
$45.7M +$385K +1,587 +0.9%
CK
332
Cohen Klingenstein
New York
$45.3M – – –
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.1M -$2.62M -10,808 -6%
WT
334
Whittier Trust
California
$45M +$2.98M +12,270 +7%
CPSAC
335
Chas P. Smith & Associates (CPS)
Florida
$44.7M +$60.7K +250 +0.1%
Axa
336
Axa
France
$44.2M -$84M -346,107 -67%
TRCT
337
Tower Research Capital (TRC)
New York
$44.1M +$23M +94,523 +121%
ERSOT
338
Employees Retirement System of Texas
Texas
$44M – – –
ICP
339
Ironvine Capital Partners
Nebraska
$43.7M -$865K -3,563 -2%
ADEF
340
Adams Diversified Equity Fund
Maryland
$43.3M +$21.2M +87,200 +106%
HCM
341
Harspring Capital Management
New York
$43.2M +$7.41M +30,500 +22%
AP
342
Archon Partners
New Jersey
$42.5M – – –
Connor, Clark & Lunn Investment Management (CC&L)
343
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$42.5M -$41.9M -172,357 -51%
Citadel Advisors
344
Citadel Advisors
Florida
$42M -$63.6M -261,972 -61%
MP
345
MSD Partners
New York
$41.9M +$39.9M +164,191 New
WBC
346
Westpac Banking Corp
Australia
$41.5M -$5.56M -22,907 -12%
PL
347
Parthenon LLC
Kentucky
$41.4M -$265K -1,090 -0.7%
SAM
348
Securian Asset Management
Minnesota
$41.3M -$2.15M -8,866 -5%
OPERF
349
Oregon Public Employees Retirement Fund
Oregon
$41.3M +$1.93M +7,944 +5%
PP
350
Prospector Partners
Connecticut
$41.3M -$2.82M -11,625 -7%
12 13
14
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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.