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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
DIM
776
Delta Investment Management
California
$10.3M -$2.62M -10,794 -21%
TCM
777
Twin Capital Management
Pennsylvania
$10.3M -$4.98M -20,510 -34%
BCV
778
Banque Cantonale Vaudoise
Switzerland
$10.2M +$52.2K +215 +0.5%
ATC
779
Argent Trust Co
Tennessee
$10.2M -$563K -2,317 -5%
NC
780
Naman Capital
Brazil
$10.2M
SC
781
Sepio Capital
Utah
$10.2M -$1.37M -5,634 -12%
AP
782
Arlington Partners
Alabama
$10.2M +$124K +512 +1%
PF
783
Phoenix Financial
Israel
$10.2M +$9.69M +39,895 New
HKIM
784
Hayek Kallen Investment Management
Alabama
$10.1M +$18.2K +75 +0.2%
ANBT
785
American National Bank & Trust
Texas
$10.1M +$35.2K +145 +0.4%
GIA
786
GHP Investment Advisors
Colorado
$10M +$400K +1,647 +4%
BCM
787
Bridgeway Capital Management
Texas
$10M -$1.85M -7,600 -16%
CA
788
Cornerstone Advisors
North Carolina
$9.96M -$9.96M -41,000 -51%
CA
789
Cornerstone Advisory
Maryland
$9.89M -$406K -1,670 -4%
ODCM
790
Old Dominion Capital Management
Virginia
$9.85M -$85K -350 -0.9%
ATIA
791
American Trust Investment Advisors
New Hampshire
$9.82M +$2.96M +12,199 +47%
CIA
792
Capital Investment Advisors
Georgia
$9.78M -$81.8K -337 -0.9%
SGCA
793
Steel Grove Capital Advisors
Tennessee
$9.72M -$45.4K -187 -0.5%
FFG
794
Frisch Financial Group
New York
$9.67M +$267K +1,101 +3%
BNP Paribas Asset Management
795
BNP Paribas Asset Management
France
$9.66M -$953K -3,926 -9%
SC
796
Stolper & Co
Oklahoma
$9.64M +$1.21K +5 +0%
SWM
797
Stockman Wealth Management
Montana
$9.61M +$127K +525 +1%
PLFAM
798
Pineno Levin & Ford Asset Management
Virginia
$9.58M -$45.2K -186 -0.5%
CCA
799
Covey Capital Advisors
Georgia
$9.56M -$136K -561 -1%
LC
800
Longitude (Cayman)
Cayman Islands
$9.55M -$4.43M -18,225 -33%

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.