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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
CIC
2676
Cutler Investment Counsel
Oregon
$330K
DFG
2677
Demars Financial Group
Washington
$330K
RPA
2678
Rock Point Advisors
Vermont
$330K +$20.4K +84 +7%
CWP
2679
CFM Wealth Partners
Texas
$329K -$287K -1,180 -48%
KFS
2680
Kaizen Financial Strategies
California
$328K -$30.4K -125 -9%
FIM
2681
FWL Investment Management
Texas
$328K
VFM
2682
Vivid Financial Management
California
$327K -$57.6K -237 -16%
WCM
2683
Wealthcare Capital Management
Virginia
$326K -$1.21K -5 -0.4%
AF
2684
AtlasMark Financial
Texas
$326K
AIA
2685
Alera Investment Advisors
Illinois
$325K
FVCM
2686
F&V Capital Management
Florida
$324K -$215K -885 -41%
ME
2687
McIlrath & Eck
Washington
$324K -$12.6K -52 -4%
CPC
2688
Consolidated Planning Corp
Georgia
$323K -$16.8K -69 -5%
SQA
2689
Simon Quick Advisors
New Jersey
$323K -$8.5K -35 -3%
CSPIA
2690
Cary Street Partners Investment Advisory
Virginia
$322K -$2.76M -11,355 -90%
CFG
2691
Compton Financial Group
Maryland
$322K
PCA
2692
Peddock Capital Advisors
Massachusetts
$322K
BL
2693
Balentine LLC
Georgia
$322K +$6.8K +28 +2%
AHB
2694
Abner Herrman & Brock
New Jersey
$321K -$52.9K -218 -15%
NEPPG
2695
New England Professional Planning Group
Rhode Island
$321K
HCA
2696
Harbour Capital Advisors
Virginia
$321K +$305K +1,255 New
OWM
2697
OneAscent Wealth Management
Alabama
$320K -$23.8K -98 -7%
MWPCG
2698
Measured Wealth Private Client Group
New Hampshire
$319K -$111K -459 -27%
IIM
2699
Ipswich Investment Management
Massachusetts
$319K
MAM
2700
Mastrapasqua Asset Management
Tennessee
$319K

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.