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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
SCP
2651
Silverleafe Capital Partners
Tennessee
$347K +$14.6K +60 +5%
WWP
2652
Waypoint Wealth Partners
California
$347K +$20.2K +83 +7%
CFS
2653
Cannon Financial Strategists
Georgia
$347K +$5.58K +23 +2%
VCG
2654
Vantage Consulting Group
Virginia
$346K +$75.8K +312 +30%
ACM
2655
Alethea Capital Management
Washington
$345K
BE
2656
Bonness Enterprises
District of Columbia
$345K
OL
2657
Optas LLC
Texas
$345K
OFG
2658
Omega Financial Group
California
$344K -$44.9K -185 -12%
DR
2659
Davis Rea
Ontario, Canada
$344K +$20.9K +86 +7%
BWL
2660
Bogart Wealth LLC
Virginia
$343K +$1.21K +5 +0.4%
CL
2661
CIM LLC
New York
$342K
BFG
2662
Barber Financial Group
Kansas
$341K
CL
2663
CSS LLC
Illinois
$341K
TWP
2664
TFO Wealth Partners
Ohio
$341K +$39.1K +161 +14%
SCM
2665
SKBA Capital Management
California
$340K +$4.86K +20 +2%
VFIC
2666
Valley Forge Investment Consultants
Pennsylvania
$337K -$6.8K -28 -2%
AGA
2667
Accuvest Global Advisors
Utah
$337K +$320K +1,319 New
UWPG
2668
Ullmann Wealth Partners Group
Florida
$336K -$78.7K -324 -20%
RCA
2669
Ranch Capital Advisors
Florida
$336K +$102K +420 +47%
OPW
2670
Oxler Private Wealth
New York
$335K +$119K +490 +59%
CFG
2671
CMC Financial Group
Georgia
$332K +$24.3K +100 +8%
MC
2672
Machina Capital
France
$332K +$316K +1,300 New
CCM
2673
Cohen Capital Management
California
$331K
ZAM
2674
Zevin Asset Management
Massachusetts
$330K -$9.71K -40 -3%
VWM
2675
Valley Wealth Managers
New Jersey
$330K -$6.07K -25 -2%

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.