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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
Wealthfront Advisers
551
Wealthfront Advisers
California
$19.7M +$2.71M +11,148 +17%
FSCM
552
Front Street Capital Management
Montana
$19.6M -$213K -879 -1%
FWM
553
Frontier Wealth Management
Missouri
$19.6M -$1.11M -4,570 -6%
SAM
554
SP Asset Management
California
$19.5M -$325K -1,340 -2%
SC
555
Sierra Capital
Florida
$19.5M +$18.5M +76,188 New
CCA
556
Cobblestone Capital Advisors
New York
$19.4M +$189K +778 +1%
GCGDR
557
Geo Capital Gestora de Recursos
Brazil
$19.3M +$141K +579 +0.8%
RI
558
Ridgewood Investments
New Jersey
$19.3M -$1.84M -7,557 -9%
AFA
559
American Financial Advisors
Georgia
$19.2M -$702K -2,892 -4%
BDS
560
Banco de Sabadell
Florida
$19.2M -$93.5K -385 -0.5%
VI
561
Vestcor Inc
New Brunswick, Canada
$19.1M -$385K -1,585 -2%
IC
562
IEQ Capital
California
$19M +$2.82M +11,599 +18%
RC
563
RBO & Co
California
$18.9M +$15.8K +65 +0.1%
TCM
564
Taal Capital Management
Massachusetts
$18.9M -$971K -4,000 -5%
Daiwa Securities Group
565
Daiwa Securities Group
Japan
$18.8M +$300K +1,237 +2%
AMI
566
Amica Mutual Insurance
Rhode Island
$18.7M -$5.25M -21,638 -23%
DZ Bank
567
DZ Bank
Germany
$18.6M +$623K +2,564 +4%
ACM
568
Advisors Capital Management
New Jersey
$18.6M -$823K -3,390 -4%
Macquarie Group
569
Macquarie Group
Australia
$18.6M +$706K +2,909 +4%
TNB
570
Thomasville National Bank
Georgia
$18.5M -$530K -2,181 -2%
AWM
571
Absher Wealth Management
North Carolina
$18.5M +$218K +897 +1%
Verition Fund Management
572
Verition Fund Management
Connecticut
$18.4M -$2.34M -9,620 -12%
RGC
573
Roberts, Glore & Co
Illinois
$18.4M -$96.7K -398 -0.5%
TAF
574
Tredje AP-fonden
Sweden
$18.4M
ZIG
575
Zuckerman Investment Group
Illinois
$18.4M -$3.79M -15,618 -18%

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.