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
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$273M +$158M +651,923 +157%
Capital World Investors
102
Capital World Investors
California
$261M -$629M -2,588,948 -72%
Osaic Holdings
103
Osaic Holdings
Arizona
$261M +$6.59M +27,117 +3%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$259M -$54.3M -223,766 -18%
TC
105
Tetrad Corporation
Nebraska
$255M
Russell Investments Group
106
Russell Investments Group
United Kingdom
$254M -$25.4M -104,562 -10%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$251M -$50.2M -206,561 -17%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$248M -$6.12M -25,216 -3%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$247M -$10.7M -43,993 -4%
Rafferty Asset Management
110
Rafferty Asset Management
New York
$243M +$40.8M +168,207 +21%
ClearBridge Investments
111
ClearBridge Investments
New York
$242M -$1.76M -7,241 -0.8%
DWA
112
Douglass Winthrop Advisors
New York
$238M -$6.18M -25,465 -3%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$229M +$7.55M +31,105 +4%
Royal London Asset Management
114
Royal London Asset Management
United Kingdom
$226M -$5.45M -22,428 -2%
Truist Financial
115
Truist Financial
North Carolina
$223M -$22.8M -93,869 -10%
SO
116
STRS Ohio
Ohio
$222M -$33.6M -138,510 -14%
RRAM
117
River Road Asset Management
Kentucky
$220M +$17.5M +71,971 +9%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$220M -$39.2M -161,430 -16%
MVIP
119
Mar Vista Investment Partners
California
$215M -$12M -49,417 -6%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$212M +$15.2M +62,427 +8%
YAM
121
Yacktman Asset Management
Texas
$211M +$153M +629,168 +323%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$210M -$13.4M -55,191 -6%
Stifel Financial
123
Stifel Financial
Missouri
$210M +$2.98M +12,263 +2%
FWIA
124
Fort Washington Investment Advisors
Ohio
$207M -$33.8M -139,011 -15%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$205M +$1.19M +4,910 +0.6%