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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
BHWM
826
Bar Harbor Wealth Management
New Hampshire
$9.06M -$346K -1,424 -4%
KJWM
827
Kiley Juergens Wealth Management
Washington
$9.05M +$72.6K +299 +0.9%
WSFS
828
Wilmington Savings Fund Society
Delaware
$9.04M -$173K -714 -2%
WS
829
Wedbush Securities
California
$9.04M +$1.52M +6,279 +22%
WWM
830
Western Wealth Management
Colorado
$9.01M -$668K -2,749 -7%
Walleye Trading
831
Walleye Trading
New York
$8.99M -$8.27M -34,073 -49%
M
832
MOTCO
Texas
$8.9M -$131K -539 -2%
IPGDR
833
Investidor Profissional Gestao de Recursos
Brazil
$8.88M -$9.49M -39,071 -53%
CS
834
Candriam SCA
Luxembourg
$8.84M
DT
835
Diversified Trust
Tennessee
$8.84M -$267K -1,100 -3%
SFI
836
Siemens Fonds Invest
Germany
$8.82M -$8.01K -33 -0.1%
CBT
837
Capital Bank & Trust
California
$8.81M -$422K -1,739 -5%
MSAM
838
Moloney Securities Asset Management
Missouri
$8.81M +$2.22M +9,144 +36%
WCM
839
WealthBridge Capital Management
Ohio
$8.78M -$44.7K -184 -0.5%
IPW
840
Inlet Private Wealth
Florida
$8.75M -$113K -466 -1%
FAB
841
First American Bank
Illinois
$8.74M +$506K +2,083 +6%
P3I
842
Progeny 3 Inc
Washington
$8.73M +$2.04M +8,397 +33%
GAM
843
Gotham Asset Management
New York
$8.72M -$13.8M -56,719 -62%
EGA
844
Eagle Global Advisors
Texas
$8.72M -$179K -739 -2%
HCM
845
Hutner Capital Management
Vermont
$8.72M +$98.8K +407 +1%
PDN
846
Pensionfund DSM Netherlands
Netherlands
$8.69M +$8.26M +34,000 New
OAC
847
OMERS Administration Corp
Ontario, Canada
$8.62M
RCC
848
Red Cedar Capital
Nebraska
$8.58M -$1.46K -6 -0%
SFI
849
Susquehanna Fundamental Investments
Pennsylvania
$8.53M
SFS
850
Summit Financial Strategies
Ohio
$8.53M -$438K -1,804 -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.