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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
AA
501
Ancora Advisors
Ohio
$23.1M -$601K -2,473 -3%
Twin Tree Management
502
Twin Tree Management
Texas
$23.1M +$5.69M +23,427 +35%
MA
503
Menlo Advisors
California
$23M -$670K -2,761 -3%
CA
504
Cetera Advisors
Colorado
$23M +$1.36M +5,614 +7%
AAS
505
Avantax Advisory Services
Texas
$23M +$1.93M +7,954 +10%
Vontobel Holding
506
Vontobel Holding
Switzerland
$23M -$4.98M -20,508 -19%
CA
507
CapWealth Advisors
Tennessee
$23M +$1.2M +4,941 +6%
GCM
508
GoodHaven Capital Management
New Jersey
$22.9M
SI
509
Stephens Inc
Arkansas
$22.9M +$2.96M +12,208 +16%
Jones Financial Companies
510
Jones Financial Companies
Missouri
$22.9M +$160K +659 +0.7%
QOP
511
Quinn Opportunity Partners
Virginia
$22.8M +$4.88M +20,103 +29%
WCA
512
Waratah Capital Advisors
Ontario, Canada
$22.8M +$11.4M +46,800 +110%
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$22.8M -$16.3M -67,212 -43%
PSUF
514
People's United Financial
Connecticut
$22.8M -$184K -759 -0.8%
AIM
515
AMI Investment Management
Indiana
$22.7M +$22.6K +93 +0.1%
TIP
516
Torray Investment Partners
Maryland
$22.6M +$2.73M +11,245 +15%
GJCM
517
Grand Jean Capital Management
California
$22.6M -$455K -1,875 -2%
TNA
518
True North Advisors
Texas
$22.5M +$782K +3,222 +4%
TYCC
519
Texas Yale Capital Corp
Florida
$22.4M -$808K -3,326 -4%
LF
520
Lee Financial
Texas
$22.4M +$1.64M +6,762 +8%
PWP
521
Private Wealth Partners
California
$22.4M -$109K -448 -0.5%
CFA
522
Carroll Financial Associates
North Carolina
$22.4M +$96.7K +398 +0.5%
JIC
523
Johnson Investment Counsel
Ohio
$22.3M -$119K -489 -0.6%
DWM
524
Doyle Wealth Management
Florida
$22.2M -$1.32M -5,435 -6%
KPWS
525
Kestra Private Wealth Services
Texas
$22.2M -$69.7K -287 -0.3%

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.