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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
PWW
851
Pettyjohn Wood & White
Virginia
$8.5M -$36.4K -150 -0.4%
EML
852
Eos Management LP
New York
$8.49M
NIA
853
Northstar Investment Advisors
Colorado
$8.49M +$2.48M +10,221 +44%
CPA
854
Clear Perspective Advisors
Illinois
$8.48M -$191K -787 -2%
KJHP
855
K.J. Harrison & Partners
Ontario, Canada
$8.46M -$1.7M -7,000 -17%
HCM
856
Hollencrest Capital Management
California
$8.43M -$5.83K -24 -0.1%
RMC
857
Regis Management Company
California
$8.43M
HVP
858
Hudson Value Partners
Florida
$8.41M +$16.3K +67 +0.2%
FMW
859
Farr Miller & Washington
District of Columbia
$8.39M -$96.9K -399 -1%
MA
860
Montag & Associates
Georgia
$8.33M -$196K -808 -2%
B
861
Bailard
California
$8.31M +$5.98M +24,628 +312%
CFA
862
Cahill Financial Advisors
Minnesota
$8.28M -$756K -3,113 -9%
BAS
863
Brown Advisory Securities
Maryland
$8.26M +$340K +1,402 +5%
ECM
864
ExodusPoint Capital Management
New York
$8.25M -$10.8M -44,527 -58%
GI
865
Gradient Investments
Minnesota
$8.24M +$961K +3,956 +14%
GIM
866
Goelzer Investment Management
Indiana
$8.23M -$407K -1,677 -5%
WDL
867
Well Done LLC
Michigan
$8.19M +$198K +816 +3%
MCM
868
Manchester Capital Management
Vermont
$8.19M +$498K +2,052 +7%
OCM
869
Olstein Capital Management
New York
$8.18M +$1.46M +6,000 +23%
ANTB
870
AMG National Trust Bank
Colorado
$8.16M -$466K -1,919 -6%
IFLIT
871
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$8.12M
WW
872
Waterfront Wealth
Kansas
$8.12M -$54.4K -224 -0.7%
FMTC
873
Farmers & Merchants Trust Company
California
$8.06M +$64.1K +264 +0.8%
FANJ
874
Financial Architects (New Jersey)
New Jersey
$8.04M -$24.5K -101 -0.3%
BIC
875
Beach Investment Counsel
Pennsylvania
$8M +$243K +1,000 +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.