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
ERWM
2526
Elk River Wealth Management
Colorado
$456K +$16.8K +69 +4%
FCFC
2527
First Commonwealth Financial Corp
Pennsylvania
$454K +$18.2K +75 +4%
SIGI
2528
Susquehanna International Group (Ireland)
Ireland
$454K +$143K +589 +49%
IAA
2529
Ironsides Asset Advisors
North Carolina
$453K -$296K -1,218 -41%
HWM
2530
Hemington Wealth Management
Virginia
$453K -$27.2K -112 -6%
MIM
2531
Merrion Investment Management
New Jersey
$451K +$376K +1,550 +708%
CAM
2532
Crestone Asset Management
Colorado
$447K +$8.74K +36 +2%
WFA
2533
Wipfli Financial Advisors
Wisconsin
$446K -$265K -1,092 -39%
EWM
2534
Executive Wealth Management
Michigan
$444K +$14.6K +60 +4%
WPC
2535
White Pine Capital
Minnesota
$443K
TWP
2536
Tempus Wealth Planning
California
$442K +$19.4K +80 +5%
HC
2537
Hamilton Capital
Ohio
$440K +$66.8K +275 +19%
CA
2538
Continuum Advisory
Idaho
$439K +$60.5K +249 +18%
CWM
2539
Collaborative Wealth Management
Florida
$438K +$301K +1,241 New
OWA
2540
One Wealth Advisors
California
$436K -$20.6K -85 -5%
FBT
2541
First Bankers Trust
Kentucky
$435K -$316K -1,300 -43%
BIA
2542
BHK Investment Advisors
Alabama
$431K
AHC
2543
Adell Harriman & Carpenter
Texas
$431K -$275K -1,131 -40%
NFSG
2544
Newbridge Financial Services Group
Florida
$430K +$25.3K +104 +7%
BCM
2545
BTC Capital Management
Iowa
$429K -$72.9K -300 -15%
WFA
2546
WestHill Financial Advisors
California
$429K -$2.43K -10 -0.6%
RPGK
2547
Retirement Planning Group (Kansas)
Kansas
$429K +$3.88K +16 +1%
ACM
2548
AlphaStar Capital Management
North Carolina
$426K +$15.8K +65 +4%
WF
2549
Williams Financial
Vermont
$425K +$403K +1,661 New
BDFN
2550
Bond & Devick Financial Network
Minnesota
$425K +$404K +1,664 New

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.