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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
WAM
676
World Asset Management
Michigan
$13.3M -$702K -2,892 -6%
RSVP
677
Ramsay Stattman Vela & Price
Colorado
$13.3M +$44.9K +185 +0.4%
AC
678
Allstate Corporation
Illinois
$13.3M +$574K +2,365 +5%
VFA
679
Voya Financial Advisors
Connecticut
$13.3M +$251K +1,034 +2%
MFAM
680
Motley Fool Asset Management
Virginia
$13.2M -$289K -1,192 -2%
HC
681
Henshaw Capital
Massachusetts
$13.2M
UIM
682
USS Investment Management
United Kingdom
$13.2M
MCP
683
Mirador Capital Partners
California
$13M +$817K +3,366 +7%
AAM
684
Autus Asset Management
Arizona
$13M +$770K +3,171 +7%
BCI
685
Brinker Capital Investments
Pennsylvania
$12.9M +$8.56M +35,264 +229%
VCM
686
Violich Capital Management
California
$12.9M -$37.6K -155 -0.3%
ACA
687
Anchor Capital Advisors
Massachusetts
$12.9M -$8.71M -35,847 -42%
SWM
688
Sculati Wealth Management
Michigan
$12.9M -$159K -656 -1%
SAM
689
Satovsky Asset Management
New York
$12.9M -$350K -1,442 -3%
CA
690
Callahan Advisors
Texas
$12.9M +$288K +1,184 +2%
SI
691
Sprott Inc
Ontario, Canada
$12.8M
TWM
692
TLW Wealth Management
Florida
$12.8M +$3.4K +14 +0%
CIA
693
Choate Investment Advisors
Massachusetts
$12.8M +$487K +2,004 +4%
AIM
694
Allen Investment Management
New York
$12.8M
FCM
695
Fairholme Capital Management
Florida
$12.8M -$2.3M -9,490 -16%
WorldQuant Millennium Advisors
696
WorldQuant Millennium Advisors
New York
$12.7M
WF
697
WoodTrust Financial
Wisconsin
$12.7M -$271K -1,115 -2%
UR
698
USCA RIA
Texas
$12.7M +$278K +1,145 +2%
LKIM
699
Lawson Kroeker Investment Management
Nebraska
$12.7M -$40.8K -168 -0.3%
AWM
700
Avior Wealth Management
Nebraska
$12.7M -$37.2K -153 -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.