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Berkshire Hathaway Class B
BRK.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: 439 → 460 (+21)

3% more funds holding

Funds holding: 2,938 → 3,017 (+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

Top Buyers

1
State Street
State Street
Massachusetts
+$818M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$759M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$413M
4
Bank of America
Bank of America
North Carolina
+$259M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$249M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.21B
2
Capital International Investors
Capital International Investors
California
-$751M
3
Capital World Investors
Capital World Investors
California
-$629M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$586M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$574M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2876
Benchmark Financial Wealth Advisors
Florida
$208K +$198K +815 New
JWM
2877
Jackson Wealth Management
Florida
$206K +$195K +805 New
GA
2878
Gateway Advisory
New Jersey
$206K +$196K +807 New
TA
2879
Townsend & Associates
Colorado
$206K +$196K +807 New
BCCM
2880
Bridge Creek Capital Management
Massachusetts
$205K +$195K +802 New
SWM
2881
Shakespeare Wealth Management
Wisconsin
$205K +$195K +803 New
PFA
2882
Plotkin Financial Advisors
Maryland
$204K +$194K +800 New
SPI
2883
Santori & Peters Inc
Pennsylvania
$204K -$284K -1,170 -59%
SC
2884
Shay Capital
New York
$204K +$194K +800 New
CCM
2885
Chiron Capital Management
Florida
$203K -$97.1K -400 -33%
FFA
2886
Fi3 Financial Advisors
Indiana
$202K +$192K +790 New
HA
2887
Harborview Advisors
Maine
$202K +$192K +790 New
LG
2888
LaFleur & Godfrey
Michigan
$202K +$192K +790 New
GWMIA
2889
Global Wealth Management Investment Advisory
Florida
$201K +$2.91K +12 +2%
DA
2890
Dillon & Associates
Michigan
$201K +$191K +788 New
OGF
2891
Orin Green Financial
California
$201K +$191K +788 New
BC
2892
Barnett & Company
Tennessee
$196K – – –
HFM
2893
Harvest Fund Management
China
$192K +$103K +424 +128%
FA
2894
Financial Advantage
Maryland
$191K – – –
ONST
2895
Old North State Trust
North Carolina
$191K – – –
RDFA
2896
Ritter Daniher Financial Advisory
Ohio
$190K – – –
SVCF
2897
Silicon Valley Community Foundation
California
$188K +$178K +735 New
FRA
2898
Front Row Advisors
California
$185K -$6.07K -25 -3%
AIM
2899
Arcadia Investment Management
Michigan
$181K – – –
APWA
2900
Atlas Private Wealth Advisors
New Jersey
$177K +$2.43K +10 +1%
114 115
116
117 118

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.