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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
NAMM
2501
NorthStar Asset Management (Massachusetts)
Massachusetts
$476K +$453K +1,864 New
CHA
2502
Cooper/Haims Advisors
New York
$474K +$143K +587 +46%
MWP
2503
Madison Wealth Partners
Wisconsin
$473K
UWM
2504
USAdvisors Wealth Management
Minnesota
$472K -$2.91K -12 -0.6%
PWM
2505
Prentice Wealth Management
New York
$472K +$449K +1,848 New
DAM
2506
Diamant Asset Management
Connecticut
$471K
HFS
2507
HBC Financial Services
Washington
$470K
CAG
2508
Csenge Advisory Group
Florida
$467K +$33.3K +137 +8%
ACM
2509
AUA Capital Management
Pennsylvania
$466K
ABTD
2510
Arvest Bank Trust Division
Oklahoma
$466K +$5.34K +22 +1%
TAM
2511
Trillium Asset Management
Massachusetts
$465K -$20.2K -83 -4%
RVPG
2512
Relative Value Partners Group
$464K
OTPPB
2513
Ontario Teachers' Pension Plan Board
Ontario, Canada
$463K -$88.9M -366,262 -100%
AWAP
2514
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K +$25K +103 +6%
CRIG
2515
Charter Research & Investment Group
Connecticut
$462K
BI
2516
Ballast Inc
Kentucky
$461K
TF
2517
Trek Financial
Arizona
$461K +$50K +206 +13%
LB
2518
Leo Brokerage
Texas
$461K +$212K +871 +93%
TWP
2519
Tower Wealth Partners
Pennsylvania
$460K
CWM
2520
Cahaba Wealth Management
Georgia
$458K -$9.47K -39 -2%
KLWA
2521
Kelly Lawrence W & Associates
California
$458K
STC
2522
Sarah T. Connolly
$458K
HAS
2523
HBW Advisory Services
California
$458K +$89.9K +370 +26%
CF
2524
Corrigan Financial
Rhode Island
$456K
SFP
2525
Shepherd Financial Partners
Massachusetts
$456K -$75.5K -311 -15%

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.