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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
NCM
651
Novare Capital Management
North Carolina
$14.5M +$258K +1,063 +2%
SBL
652
Sargent Bickham Lagudis
Colorado
$14.5M -$135K -554 -1%
PWLP
653
Prio Wealth Limited Partnership
Massachusetts
$14.4M -$657K -2,706 -5%
FWCM
654
Ferguson Wellman Capital Management
Oregon
$14.4M -$1.47M -6,034 -10%
BFIM
655
Beese Fulmer Investment Management
Ohio
$14.4M -$287K -1,183 -2%
CAM
656
Close Asset Management
United Kingdom
$14.4M -$777K -3,198 -5%
FSA
657
Franklin Street Advisors
North Carolina
$14.4M -$41K -169 -0.3%
AWM
658
Altavista Wealth Management
North Carolina
$14.3M -$76.3K -314 -0.6%
BEAM
659
Baker Ellis Asset Management
Washington
$14.2M -$58.8K -242 -0.4%
GF
660
Gabelli Funds
New York
$14.1M +$2.43M +10,000 +22%
WCM
661
Weik Capital Management
Pennsylvania
$14M -$153K -630 -1%
QI
662
QV Investors
Alberta, Canada
$14M -$1.39M -5,720 -9%
KRSITF
663
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14M -$239K -983 -2%
SWP
664
Stratos Wealth Partners
Ohio
$14M +$32.1K +132 +0.2%
GG
665
Greenwood Gearhart
Arkansas
$13.9M +$42.5K +175 +0.3%
PHS
666
Pekin Hardy Strauss
Illinois
$13.9M +$310K +1,275 +2%
UONDDL
667
University of Notre Dame du Lac
Indiana
$13.9M +$1.04M +4,299 +9%
BRWA
668
B. Riley Wealth Advisors
Florida
$13.9M +$3.94M +16,226 +43%
BAM
669
Belpointe Asset Management
Nevada
$13.8M -$180K -742 -1%
FCBT
670
First Citizens Bank & Trust
North Carolina
$13.7M +$95K +391 +0.7%
CIM
671
Corda Investment Management
Texas
$13.6M -$290K -1,193 -2%
WA
672
WP Advisors
California
$13.5M -$404K -1,663 -3%
TI
673
Trigran Investments
Illinois
$13.4M -$60.7K -250 -0.5%
GP
674
Greenline Partners
New York
$13.4M +$241K +991 +2%
AWS
675
Arkfeld Wealth Strategies
Nebraska
$13.4M +$158K +650 +1%

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.