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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
MCA
726
Mercer Capital Advisers
New Jersey
$12M -$21.9K -90 -0.2%
PAM
727
Peak Asset Management
Colorado
$12M -$357K -1,469 -3%
MLL
728
Moody Lynn & Lieberson
Massachusetts
$12M +$6.44M +26,523 +131%
MGIA
729
Moneta Group Investment Advisors
Missouri
$11.9M +$3.12M +12,829 +38%
AF
730
Allworth Financial
California
$11.9M +$1.15M +4,724 +11%
LNB
731
Ledyard National Bank
$11.9M +$271K +1,116 +2%
NEWAS
732
N.E.W. Advisory Services
Wisconsin
$11.8M -$1.64M -6,770 -13%
BFIC
733
Bedell Frazier Investment Counselling
California
$11.8M +$4.17M +17,191 +59%
MI
734
Markston International
New York
$11.8M -$429K -1,767 -4%
NA
735
NewEdge Advisors
Louisiana
$11.8M +$233K +961 +2%
MCM
736
Murphy Capital Management
New Jersey
$11.8M +$96.7K +398 +0.9%
WFG
737
Wills Financial Group
Virginia
$11.7M -$259K -1,066 -2%
QI
738
QS Investors
New York
$11.7M -$73.8K -304 -0.7%
WPW
739
Waldron Private Wealth
Pennsylvania
$11.7M +$1.82M +7,477 +20%
Skandinaviska Enskilda Banken (SEB)
740
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M +$24.3K +100 +0.2%
ERIM
741
Eagle Ridge Investment Management
Connecticut
$11.7M +$7.98M +32,877 +256%
CPA
742
Court Place Advisors
Maryland
$11.6M -$225K -925 -2%
SPC
743
Sigma Planning Corp
Michigan
$11.6M +$1M +4,124 +10%
TCCM
744
Timber Creek Capital Management
Massachusetts
$11.5M -$146K -603 -1%
HHMI
745
Howard Hughes Medical Institute
Maryland
$11.5M
B
746
BP
United Kingdom
$11.4M -$1.7M -7,000 -14%
BAPIM
747
British Airways Pensions Investment Management
United Kingdom
$11.4M -$664K -2,734 -6%
WSTAM
748
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M +$254K +1,044 +2%
CHAM
749
Clear Harbor Asset Management
Connecticut
$11.3M -$135K -554 -1%
AC
750
Alexandria Capital
Virginia
$11.2M -$238K -978 -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.