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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
Barrow, Hanley, Mewhinney & Strauss
901
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.58M -$57.9M -238,422 -89%
CG
902
Caprock Group
Idaho
$7.57M +$199K +820 +3%
AAIM
903
Asset Advisors Investment Management
Georgia
$7.54M -$38.9K -160 -0.6%
MPW
904
Monterey Private Wealth
California
$7.54M -$201K -826 -3%
KS
905
Karpas Strategies
Connecticut
$7.46M +$222K +915 +3%
OBGC
906
O'Brien Greene & Co
Pennsylvania
$7.46M +$254K +1,044 +4%
PA
907
Profund Advisors
Maryland
$7.43M +$1.22M +5,042 +21%
VAM
908
Velanne Asset Management
United Kingdom
$7.4M -$161K -661 -2%
MC
909
Moors & Cabot
Massachusetts
$7.4M -$179K -738 -2%
SCM
910
Shelton Capital Management
Colorado
$7.37M +$2.75M +11,328 +65%
BPCE
911
Bank Pictet & Cie (Europe)
Germany
$7.36M -$1.23M -5,056 -15%
BAIA
912
Bel Air Investment Advisors
California
$7.33M +$6.97M +28,712 New
FFA
913
Fragasso Financial Advisors
Pennsylvania
$7.33M +$252K +1,037 +4%
CT
914
Caldwell Trust
Florida
$7.33M -$30.6K -126 -0.4%
GC
915
Gratus Capital
Georgia
$7.33M -$6.07K -25 -0.1%
SHWM
916
Smith & Howard Wealth Management
Georgia
$7.3M -$71.2K -293 -1%
DBT
917
Dubuque Bank & Trust
Iowa
$7.29M -$294K -1,210 -4%
MP
918
McDonald Partners
Ohio
$7.28M +$168K +690 +2%
NCM
919
Northside Capital Management
Oregon
$7.21M
SFS
920
Searcy Financial Services
Kansas
$7.2M -$32.1K -132 -0.5%
WCF
921
West Coast Financial
California
$7.2M +$188K +773 +3%
CCP
922
Corient Capital Partners
California
$7.19M +$344K +1,416 +5%
TC
923
TwinBeech Capital
New York
$7.19M +$6.84M +28,150 New
WKWM
924
Walter & Keenan Wealth Management
Indiana
$7.19M -$239K -984 -3%
CG
925
Cutler Group
California
$7.16M -$11.4M -46,805 -63%

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.