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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
RFC
451
Regions Financial Corp
Alabama
$26.8M -$134K -552 -0.5%
HF
452
HRT Financial
New York
$26.7M -$63.2M -260,178 -71%
VFA
453
Valeo Financial Advisors
Indiana
$26.5M -$38.2M -157,278 -46%
CAM
454
Claret Asset Management
Quebec, Canada
$26.4M -$455K -1,872 -2%
GWM
455
Geneos Wealth Management
Colorado
$26.4M -$459K -1,891 -2%
AB
456
Amalgamated Bank
New York
$26.4M -$1.03M -4,254 -4%
FBB
457
Fulton Breakefield Broenniman
Maryland
$26.3M +$3.44M +14,153 +16%
LC
458
Lincoln Capital
Nebraska
$26.3M -$210K -866 -0.8%
SC
459
Steginsky Capital
New York
$26.3M -$78K -321 -0.3%
AC
460
Athanor Capital
New York
$26.2M +$24.9M +102,655 New
CANC
461
Culbertson A N & Co
Virginia
$26.1M -$328K -1,352 -1%
CC
462
Cadinha & Co
Hawaii
$26.1M +$11.9M +49,176 +92%
GJIC
463
Gamble Jones Investment Counsel
California
$26.1M -$316K -1,303 -1%
FAM
464
Fenimore Asset Management
New York
$26M -$6.44M -26,532 -21%
PIC
465
Portland Investment Counsel
Ontario, Canada
$26M +$8.49M +34,941 +52%
FNT
466
First Nebraska Trust
Nebraska
$25.9M -$218K -899 -0.9%
CAN
467
Cetera Advisor Networks
California
$25.8M -$402K -1,656 -2%
SSWM
468
Smith Salley Wealth Management
North Carolina
$25.7M +$910K +3,746 +4%
SC
469
SouthState Corp
Florida
$25.6M +$402K +1,654 +2%
TIM
470
Tikehau Investment Management
France
$25.4M -$26.1M -107,400 -52%
PI
471
PEAK6 Investments
Illinois
$25.4M -$8.14M -33,537 -25%
SRC
472
Shufro Rose & Co
New York
$25.4M -$749K -3,083 -3%
EMPI
473
Elo Mutual Pension Insurance
Finland
$25.3M -$177K -727 -0.7%
YIA
474
YHB Investment Advisors
Connecticut
$25.2M -$2.22M -9,139 -9%
IGGA
475
Iron Gate Global Advisors
Utah
$25.2M +$980K +4,035 +4%

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.