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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
VWA
1001
V Wealth Advisors
Kansas
$6.09M +$153K +630 +3%
TU
1002
TDAM USA
Ontario, Canada
$6.08M -$41.5K -171 -0.7%
APA
1003
American Portfolios Advisors
New York
$6.07M +$1.34M +5,510 +30%
ECM
1004
Evergreen Capital Management
Washington
$6.07M +$259K +1,067 +5%
FMWA
1005
Forvis Mazars Wealth Advisors
Missouri
$6.06M -$837K -3,448 -13%
LA
1006
LVW Advisors
New York
$6.05M +$287K +1,181 +5%
WA
1007
Wealth Architects
California
$6.04M +$110K +452 +2%
OPS
1008
Orion Portfolio Solutions
Nebraska
$6.03M +$237K +977 +4%
SIM
1009
Stratos Investment Management
Ohio
$6.01M -$416K -1,712 -7%
SKK
1010
Shepherd Kaplan Krochuk
Massachusetts
$6.01M -$537K -2,210 -9%
FI
1011
Financial Insights
Washington
$5.97M +$12.4K +51 +0.2%
ZF
1012
Zhang Financial
Michigan
$5.91M -$141K -579 -2%
AF
1013
Arrow Financial
New York
$5.9M -$43.5K -179 -0.8%
GP
1014
Geneva Partners
Wisconsin
$5.9M +$5.61M +23,094 New
SWM
1015
Salvus Wealth Management
New Jersey
$5.89M +$81.4K +335 +2%
AIM
1016
Anchor Investment Management
South Carolina
$5.89M +$706K +2,909 +14%
RHFI
1017
Reilly Herbert Faulkner III
$5.88M +$287K +1,181 +5%
PJSIMP
1018
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.87M -$258K -1,063 -5%
ISB
1019
Iowa State Bank
Iowa
$5.86M
FIB
1020
First Interstate Bancsystem
Montana
$5.86M +$5.57M +22,951 New
RWP
1021
RWA Wealth Partners
Massachusetts
$5.81M -$166K -682 -3%
AIM
1022
Aigen Investment Management
New York
$5.81M +$5.52M +22,736 New
HCM
1023
Harvey Capital Management
Florida
$5.8M +$34K +140 +0.6%
CL
1024
Choreo LLC
Illinois
$5.8M +$11.9K +49 +0.2%
AAMU
1025
AEGON Asset Management (UK)
United Kingdom
$5.79M -$230K -949 -4%

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.