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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
AAM
2751
American Asset Management
Florida
$282K -$220K -904 -45%
TOCUITCONY
2752
Trustees of Columbia University in the City of New York
New York
$282K
ACM
2753
Alpha Capital Management
Texas
$282K +$1.7K +7 +0.6%
CA
2754
Centerpoint Advisors
Massachusetts
$281K -$36.4K -150 -12%
MAS
2755
Managed Account Services
Florida
$281K -$3.16K -13 -1%
CCM
2756
Carderock Capital Management
Maryland
$281K
CCA
2757
Conestoga Capital Advisors
Pennsylvania
$281K
MIG
2758
McGuire Investment Group
Rhode Island
$281K +$267K +1,100 New
RFG
2759
Range Financial Group
Oregon
$281K +$267K +1,100 New
KW
2760
KWB Wealth
California
$280K +$266K +1,095 New
CFC
2761
Coyle Financial Counsel
Illinois
$279K +$265K +1,091 New
GG
2762
Golden Green
South Carolina
$277K -$161K -664 -38%
SHA
2763
Seneca House Advisors
Virginia
$277K -$729 -3 -0.3%
AFM
2764
Abbot Financial Management
Massachusetts
$275K -$12.1K -50 -4%
SFA
2765
Souders Financial Advisors
Ohio
$274K
SIA
2766
Strategic Investment Advisors
Michigan
$273K +$23.1K +95 +10%
APC
2767
Aspire Private Capital
North Carolina
$272K +$486 +2 +0.2%
CB
2768
CNB Bank
Pennsylvania
$271K -$12.1K -50 -5%
SWAG
2769
Spectrum Wealth Advisory Group
California
$271K
BWM
2770
BT Wealth Management
Georgia
$271K +$1.94K +8 +0.8%
APC
2771
Asset Planning Corporation
Tennessee
$271K +$40.8K +168 +19%
CPSC
2772
Carl P. Sherr & Co
Massachusetts
$270K
BIP
2773
Blueprint Investment Partners
North Carolina
$270K +$257K +1,057 New
MS
2774
Maven Securities
Jersey
$269K -$183K -754 -42%
BCM
2775
Brasada Capital Management
Texas
$268K

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.