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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
CWM
2626
Curi Wealth Management
North Carolina
$362K +$24.3K +100 +8%
BAM
2627
Bellevue Asset Management
Washington
$361K -$26.2K -108 -7%
SAM
2628
Sawgrass Asset Management
Florida
$360K -$8.98K -37 -3%
TFGT
2629
TS Financial Group (TSFG)
Illinois
$360K +$5.34K +22 +2%
MHR
2630
Matthew Hamilton Rosenberg
$359K -$20.4K -84 -6%
AWM
2631
Act Wealth Management
Texas
$359K +$12.9K +53 +4%
WFA
2632
Wellspring Financial Advisors
Ohio
$358K -$35.5K -146 -7%
SMG
2633
Smart Money Group
Texas
$358K +$1.7K +7 +0.5%
FA
2634
Financial Advisors
Massachusetts
$358K +$18K +74 +6%
DWM
2635
Defined Wealth Management
Oregon
$357K
CAM
2636
Cidel Asset Management
Ontario, Canada
$356K +$30.1K +124 +10%
BDWCC
2637
B&D White Capital Company
Texas
$355K +$3.64K +15 +1%
PCTC
2638
Perkins Coie Trust Company
Washington
$354K -$100K -413 -23%
MCIA
2639
Mountain Capital Investment Advisors
Colorado
$353K -$486 -2 -0.2%
GIM
2640
Guild Investment Management
California
$353K +$335K +1,380 New
CWP
2641
Capital Wealth Planning
Florida
$351K +$1.21K +5 +0.4%
MAM
2642
Marotta Asset Management
Virginia
$351K
IAP
2643
Indie Asset Partners
Indiana
$350K -$10.9K -45 -3%
FVWA
2644
Foster Victor Wealth Advisors
South Carolina
$349K -$5.83K -24 -2%
FMP
2645
Financial Management Professionals
Texas
$349K +$7.77K +32 +2%
DPI
2646
Diversified Portfolios Inc
Michigan
$348K -$31.6K -130 -9%
RSS
2647
Rosenblum Silverman Sutton
California
$348K -$1.94K -8 -0.6%
WCFA
2648
Walkner Condon Financial Advisors
Wisconsin
$348K +$331K +1,361 New
PIM
2649
Progressive Investment Management
Oregon
$347K -$15.1K -62 -4%
WFO
2650
Wealthgate Family Office
Colorado
$347K

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.