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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$34.7B +$156M +641,879 +0.5%
BlackRock
2
BlackRock
New York
$27.7B +$96.1M +395,577 +0.4%
State Street
3
State Street
Massachusetts
$20.1B +$818M +3,368,675 +4%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$9.48B -$1.21B -5,000,000 -12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.17B +$13.6M +56,124 +0.2%
Northern Trust
6
Northern Trust
Illinois
$4.87B -$212M -872,659 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.7B -$51.3M -211,252 -1%
Morgan Stanley
8
Morgan Stanley
New York
$3.26B +$125M +515,554 +4%
Bank of America
9
Bank of America
North Carolina
$2.85B +$259M +1,067,668 +11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.65B -$314M -1,292,355 -11%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.28B +$103M +423,693 +5%
Norges Bank
12
Norges Bank
Norway
$2.19B +$228M +938,336 +12%
Charles Schwab
13
Charles Schwab
California
$2.15B +$15.6M +64,378 +0.8%
N
14
Nuveen
North Carolina
$2.03B -$53.3M -219,404 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$2.01B -$91.4M -376,172 -5%
HHII
16
H&H International Investment
California
$1.97B -$300M -1,234,000 -14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.9B -$83.6M -344,067 -4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.76B -$77.5M -319,119 -4%
Flossbach Von Storch
19
Flossbach Von Storch
Germany
$1.71B +$177M +730,923 +12%
Wells Fargo
20
Wells Fargo
California
$1.52B -$208M -858,087 -13%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.36B -$98.3M -404,747 -7%
UBS AM
22
UBS AM
Illinois
$1.32B +$27.9M +114,872 +2%
PPA
23
Parametric Portfolio Associates
Washington
$1.3B +$46.9M +192,974 +4%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.22B -$146M -600,038 -11%
Eagle Capital Management (New York)
25
Eagle Capital Management (New York)
New York
$1.2B -$586M -2,412,173 -34%