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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
FM
751
Family Management
New York
$11.2M +$4.79M +19,730 +82%
FCH
752
Freestone Capital Holdings
Washington
$11.2M +$2.05M +8,431 +24%
PAIM
753
Punch & Associates Investment Management
Minnesota
$11.2M +$209K +860 +2%
JWBC
754
J.W. Burns & Co
New York
$11.1M +$33.8K +139 +0.3%
ECM
755
Exchange Capital Management
Michigan
$11M +$488K +2,011 +5%
BWM
756
Buckley Wealth Management
Nevada
$11M -$244K -1,003 -2%
AIP
757
Ameritas Investment Partners
Nebraska
$11M -$563K -2,317 -5%
MCM
758
McKinley Capital Management
Alaska
$10.9M +$2.77M +11,410 +36%
FNBT
759
FineMark National Bank & Trust
Florida
$10.9M +$208K +858 +2%
KOCAA
760
Knights of Columbus Asset Advisors
Connecticut
$10.9M +$496K +2,041 +5%
NS
761
Newman & Schimel
Illinois
$10.8M +$3.64M +15,003 +55%
MC
762
Muhlenkamp & Co
Pennsylvania
$10.7M +$13.6K +56 +0.2%
EWM
763
Edge Wealth Management
New York
$10.7M +$504K +2,075 +5%
CI Investments Inc
764
CI Investments Inc
Ontario, Canada
$10.7M -$3.09M -12,741 -23%
FPCM
765
Financial Partners Capital Management
New York
$10.6M -$212K -875 -2%
HCMT
766
Highland Capital Management (Tennessee)
Tennessee
$10.6M -$1.3M -5,350 -11%
TI
767
Tidal Investments
Wisconsin
$10.6M +$1.98M +8,155 +24%
LNWWM
768
Laird Norton Wetherby Wealth Management
California
$10.6M -$1.94M -7,998 -16%
GW
769
GW & Wade
Massachusetts
$10.5M +$3.12M +12,856 +45%
LNC
770
Lincoln National Corp
Pennsylvania
$10.4M +$280K +1,155 +3%
WRM
771
Weybosset Research & Management
Rhode Island
$10.4M +$152K +627 +2%
DSAM
772
Dock Street Asset Management
Florida
$10.4M +$34K +140 +0.3%
FA
773
Financial Avengers
California
$10.4M +$215K +885 +2%
TFCP
774
Twin Focus Capital Partners
Massachusetts
$10.4M -$125K -514 -1%
KA
775
KLCM Advisors
Wisconsin
$10.3M +$48.8K +201 +0.5%

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.