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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
NPF
401
Norris Perne & French
Michigan
$32.8M +$783K +3,226 +3%
NAM
402
Nissay Asset Management
Japan
$32.7M -$1.49M -6,142 -5%
SWM
403
Spire Wealth Management
Virginia
$32.5M +$31M +127,671 New
Acadian Asset Management
404
Acadian Asset Management
Massachusetts
$32.5M -$18.4M -75,872 -37%
DCM
405
Dupont Capital Management
Delaware
$32.5M -$5.34M -21,983 -15%
NFGCM
406
Norman Fields Gottscho Capital Management
New York
$32.4M -$97.1K -400 -0.3%
SFM
407
Stack Financial Management
Montana
$32.3M -$166K -685 -0.5%
AII
408
AGF Investments Inc
Ontario, Canada
$32.2M -$2.71M -11,175 -8%
LI
409
Lafayette Investments
Maryland
$32.2M -$197K -812 -0.6%
TVAMP
410
Tennessee Valley Asset Management Partners
Tennessee
$32M +$2.25M +9,268 +8%
RCAMU
411
Rothschild & Co Asset Management US
Connecticut
$32M -$1.28M -5,252 -4%
RIG
412
Roosevelt Investment Group
New York
$31.9M +$617K +2,539 +2%
WT
413
Washington Trust
Rhode Island
$31.8M +$36.7K +151 +0.1%
WI
414
Wintrust Investments
Illinois
$31.6M +$28.4M +116,912 +1,443%
NMERB
415
New Mexico Educational Retirement Board
New Mexico
$30.8M
HI
416
Hendershot Investments
Virginia
$30.8M +$97.9K +403 +0.3%
CCM
417
Covington Capital Management
California
$30.7M -$122K -503 -0.4%
SAM
418
Shell Asset Management
Netherlands
$30.7M +$7.95M +32,724 +37%
KRS
419
Kentucky Retirement Systems
Kentucky
$30.7M -$550K -2,263 -2%
HIC
420
Harvey Investment Company
Kentucky
$30.5M -$807K -3,325 -3%
SG Americas Securities
421
SG Americas Securities
New York
$30.4M -$65M -267,806 -69%
LSERS
422
Louisiana State Employees Retirement System
Louisiana
$30.2M -$656K -2,700 -2%
GG
423
Gofen & Glossberg
Illinois
$30.1M +$942K +3,879 +3%
CIA
424
Citadel Investment Advisory
Ohio
$30M -$80.1K -330 -0.3%
RC
425
RegentAtlantic Capital
New Jersey
$30M -$515K -2,122 -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.