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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
MA
2826
Mosaic Advisors
Texas
$240K +$229K +941 New
SFM
2827
Signet Financial Management
New Jersey
$239K -$20.6K -85 -8%
PCA
2828
Providence Capital Advisors
North Carolina
$239K +$62.7K +258 +38%
FAN
2829
Financial Advisors Network
California
$236K
DC
2830
Derby & Company
Massachusetts
$235K
RA
2831
Rodgers & Associates
Pennsylvania
$234K -$91.6K -377 -29%
COF
2832
Capital One Financial
Virginia
$234K -$25.3K -104 -10%
AWM
2833
Affinity Wealth Management
Delaware
$234K
PAA
2834
Peregrine Asset Advisers
Oregon
$234K
ACM
2835
Ayrshire Capital Management
Connecticut
$233K -$18.2K -75 -8%
BCAM
2836
Boston Common Asset Management
Massachusetts
$233K
BA
2837
BCM Advisors
Louisiana
$231K -$36.4K -150 -15%
KBFS
2838
Kohmann Bosshard Financial Services
Ohio
$231K -$3.64K -15 -2%
WIM
2839
Westside Investment Management
California
$230K +$119K +489 +23%
ASA
2840
Armstrong Shaw Associates
Connecticut
$230K
DLG
2841
Daniel L. Goodwin
$230K
EARNEST Partners
2842
EARNEST Partners
Georgia
$230K
HIM
2843
Hanlon Investment Management
New Jersey
$230K
BC
2844
Brio Consultants
California
$227K -$60.7K -250 -22%
SC
2845
Steph & Co
Wisconsin
$227K
GHAM
2846
Gilman Hill Asset Management
Connecticut
$226K -$43.7K -180 -17%
SJIM
2847
St. Johns Investment Management
Florida
$225K
SFP
2848
Sandbox Financial Partners
Maryland
$225K +$208K +856 New
BMD
2849
Better Money Decisions
New Mexico
$225K +$214K +881 New
GPA
2850
Guidance Point Advisors
Massachusetts
$223K

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.