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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
RAM
2476
Rempart Asset Management
Canada
$504K
BB
2477
Bell Bank
North Dakota
$503K +$62.7K +258 +15%
DWM
2478
Denver Wealth Management
Colorado
$503K +$346K +1,426 New
TF
2479
TimeScale Financial
Massachusetts
$502K +$72.9K +300 +18%
HIS
2480
Harvest Investment Services
Illinois
$499K +$63.9K +263 +16%
CCG
2481
Capital CS Group
California
$498K
NOCM
2482
Night Owl Capital Management
Connecticut
$497K -$230K -947 -33%
FCM
2483
Fortis Capital Management
Washington
$497K +$133K +549 +39%
EB
2484
Eastern Bank
Massachusetts
$492K
HWM
2485
Hohimer Wealth Management
Washington
$491K
FA
2486
Faithward Advisors
Pennsylvania
$491K +$466K +1,920 New
NPT
2487
Nixon Peabody Trust
Massachusetts
$489K
LFS
2488
Lutz Financial Services
Nebraska
$488K -$103K -426 -18%
SOW
2489
State of Wyoming
Wyoming
$488K +$464K +1,910 New
LSA
2490
Leonteq Securities AG
Switzerland
$487K -$8.47M -34,885 -95%
BG
2491
Bollard Group
Massachusetts
$485K -$243 -1 -0.1%
GWM
2492
Gitterman Wealth Management
New Jersey
$485K +$461K +1,900 New
GC
2493
GFG Capital
Florida
$484K -$775K -3,191 -63%
AWA
2494
Alaska Wealth Advisors
Alaska
$482K -$40.6K -167 -8%
SPAS
2495
Spectrum Planning & Advisory Services
California
$482K
RWMH
2496
Riverpoint Wealth Management Holdings
Illinois
$481K -$78.2K -322 -15%
FBC
2497
Fairfield, Bush & Co
Connecticut
$481K
3F
2498
360 Financial
Minnesota
$479K -$45.7K -188 -9%
WJA
2499
Willis Johnson & Associates
Texas
$478K +$135K +556 +42%
EA
2500
Eclectic Associates
California
$477K +$31.6K +130 +7%

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.