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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
SPIA
476
Steward Partners Investment Advisory
New York
$25.2M +$3.3M +13,592 +16%
SEM
477
Suncoast Equity Management
Florida
$25.1M +$604K +2,488 +3%
MIM
478
Meridiem Investment Management
United Kingdom
$25M -$1.16M -4,760 -5%
TSW
479
Thompson Siegel & Walmsley
Virginia
$25M -$299K -1,230 -1%
EIP
480
Easterly Investment Partners
Massachusetts
$24.8M -$4.36M -17,943 -16%
GPCM
481
Greenbrier Partners Capital Management
Texas
$24.8M
JWA
482
JFS Wealth Advisors
Pennsylvania
$24.8M -$1.06M -4,378 -4%
SFA
483
Sequoia Financial Advisors
Ohio
$24.7M +$1.47M +6,067 +7%
MAM
484
Meeder Asset Management
Ohio
$24.6M +$21.1M +86,926 +912%
WIC
485
Whitegate Investment Counselors
New Hampshire
$24.6M -$383K -1,577 -2%
PAS
486
Professional Advisory Services
Florida
$24.5M -$2.47M -10,155 -10%
Bank Julius Baer & Co
487
Bank Julius Baer & Co
Switzerland
$24.3M -$1.67M -6,889 -7%
RG
488
Retirement Group
California
$24.2M +$667K +2,746 +3%
SAM
489
Silvercrest Asset Management
New York
$24M +$592K +2,438 +3%
BPB
490
Badgley, Phelps & Bell
Washington
$24M -$565K -2,326 -2%
MGIA
491
Matthew Goff Investment Advisor
Texas
$23.7M -$259K -1,066 -1%
GC
492
Guggenheim Capital
Illinois
$23.7M +$21.6K +89 +0.1%
SMDAM
493
Sumitomo Mitsui DS Asset Management
Japan
$23.6M -$347K -1,427 -2%
PC
494
Pecaut & Co
Iowa
$23.6M -$340K -1,400 -1%
ABC
495
Associated Banc-Corp
Wisconsin
$23.5M -$2.43M -10,021 -7%
EDRH
496
Edmond de Rothschild Holding
Switzerland
$23.4M +$48.8K +201 +0.2%
HCM
497
Hutchinson Capital Management
California
$23.3M -$415K -1,709 -2%
AIMCA
498
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.3M -$583K -2,400 -3%
CAM
499
Capco Asset Management
Florida
$23.3M +$85K +350 +0.4%
CAI
500
Capital Advisors Inc
Oklahoma
$23.2M +$19.5M +80,163 +752%

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.