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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
Canada Life
76
Canada Life
Manitoba, Canada
$385M -$21.7M -89,234 -6%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$385M -$574M -2,362,397 -61%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$383M +$184M +757,577 +102%
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$376M -$31.4M -129,345 -8%
Ensign Peak Advisors
80
Ensign Peak Advisors
Utah
$370M -$96.1M -395,693 -21%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$367M -$39.2M -161,527 -10%
Franklin Resources
82
Franklin Resources
California
$357M -$84.6M -348,458 -20%
Capital International Investors
83
Capital International Investors
California
$356M -$751M -3,092,646 -69%
BWA
84
Brave Warrior Advisors
New York
$354M -$2.12M -8,712 -0.6%
AQR Capital Management
85
AQR Capital Management
Connecticut
$350M -$8.33M -34,299 -2%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$347M +$4.31M +17,748 +1%
Fidelity International
87
Fidelity International
Bermuda
$336M +$19.2M +79,236 +6%
CCM
88
Check Capital Management
California
$335M +$2.23M +9,181 +0.7%
SL
89
SWF LLC
Nebraska
$324M
Swedbank
90
Swedbank
Sweden
$322M +$27.5M +113,158 +10%
Brown Advisory
91
Brown Advisory
Maryland
$317M -$9.8M -40,351 -3%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$315M -$8.77M -36,098 -3%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$310M -$10.9M -44,917 -4%
LPL Financial
94
LPL Financial
California
$304M +$17.9M +73,864 +7%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$302M +$9.22M +37,954 +3%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$300M -$36.3M -149,624 -11%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$299M -$7.64M -31,456 -3%
CWM
98
CIBC World Markets
New York
$291M -$119M -490,331 -30%
Capital Research Global Investors
99
Capital Research Global Investors
California
$288M +$792K +3,260 +0.3%
GEM
100
Global Endowment Management
North Carolina
$286M