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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
FG
626
Fiduciary Group
Georgia
$15.8M +$84.5K +348 +0.6%
SFS
627
Solitude Financial Services
Virginia
$15.8M +$1.14M +4,695 +8%
NL
628
NWAM LLC
Washington
$15.7M +$1.18M +4,877 +9%
CCT
629
Country Club Trust
Missouri
$15.7M +$588K +2,420 +4%
VW
630
Vantage Wealth
California
$15.6M +$85K +350 +0.6%
CCMD
631
Cypress Capital Management (Delaware)
Delaware
$15.6M -$448K -1,845 -3%
CAMG
632
CWA Asset Management Group
Florida
$15.6M -$1.94K -8 -0%
LDFR
633
Lehman & Derafelo Financial Resources
Pennsylvania
$15.5M +$91.8K +378 +0.6%
VM
634
Venator Management
Pennsylvania
$15.5M -$5.39M -22,177 -27%
SF
635
Synovus Financial
Georgia
$15.3M -$211K -869 -1%
GIA
636
Granite Investment Advisors
New Hampshire
$15.3M -$300K -1,235 -2%
SW
637
SVB Wealth
Massachusetts
$15.3M +$104K +427 +0.7%
CAM
638
Carret Asset Management
New York
$15.1M -$163K -670 -1%
BUB
639
BBVA USA Bancshares
Texas
$15.1M -$756K -3,113 -5%
NB
640
Norinchukin Bank
Japan
$15M +$348K +1,434 +2%
HC
641
Hendley & Co
Ohio
$15M -$339K -1,394 -2%
DOA
642
D'Orazio & Associates
Virginia
$14.9M -$409K -1,685 -3%
SA
643
Sycale Advisors
New York
$14.9M +$14.1M +58,222 New
Mirae Asset Global Investments
644
Mirae Asset Global Investments
South Korea
$14.8M +$1.9M +7,827 +16%
CAM
645
Cresset Asset Management
Illinois
$14.7M +$1.99M +8,205 +17%
LIA
646
LS Investment Advisors
Michigan
$14.7M -$712K -2,931 -5%
NRS
647
Neville Rodie & Shaw
New York
$14.6M -$66.1K -272 -0.5%
BC
648
Burney Company
Virginia
$14.6M +$36.9K +152 +0.3%
WBG
649
Wharton Business Group
Pennsylvania
$14.6M +$245K +1,007 +2%
MWM
650
Madison Wealth Management
Ohio
$14.5M -$334K -1,376 -2%

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.