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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
HCP
2701
Hexagon Capital Partners
Arkansas
$318K -$81.4K -335 -21%
DAC
2702
Dividend Assets Capital
South Carolina
$318K
RIG
2703
Renaissance Investment Group
Massachusetts
$317K -$36.4K -150 -11%
HI
2704
Human Investing
Oregon
$317K
RC
2705
RBF Capital
California
$317K
NEGWA
2706
New England Guild Wealth Advisors
Connecticut
$316K
MWA
2707
MFA Wealth Advisors
Pennsylvania
$315K +$21.4K +88 +8%
CCA
2708
Conservest Capital Advisors
Pennsylvania
$313K -$486 -2 -0.2%
DA
2709
DCM Advisors
New York
$313K +$298K +1,226 New
RWRC
2710
R.W. Roge & Company
New York
$312K
OWA
2711
Outlook Wealth Advisors
Texas
$312K +$50.8K +209 +21%
JWM
2712
JGP Wealth Management
Oregon
$311K
OFA
2713
Oak Family Advisors
Illinois
$311K +$2.43K +10 +0.8%
RWG
2714
Ratio Wealth Group
Colorado
$311K
MMM
2715
Mendel Money Management
Illinois
$309K -$4.37K -18 -1%
EIG
2716
Ellenbecker Investment Group
Wisconsin
$308K +$39.1K +161 +15%
ML
2717
McAdam LLC
Pennsylvania
$307K
LIC
2718
Laurus Investment Counsel
Canada
$305K
RF
2719
RHS Financial
California
$303K -$243 -1 -0.1%
SAM
2720
Smithbridge Asset Management
Pennsylvania
$303K
WCWM
2721
Willow Creek Wealth Management
California
$302K -$53.7K -221 -16%
MWM
2722
Maltin Wealth Management
New Jersey
$300K
PCA
2723
Private Capital Advisors
Connecticut
$300K
KA
2724
Kercheville Advisors
Texas
$299K
FPIS
2725
Financial Planning & Information Services
Wisconsin
$299K +$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.