We are live on ! Find out more
BRK.B icon

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
PA
1051
Perennial Advisors
New York
$5.44M +$288K +1,185 +6%
AC
1052
Alley Company
Illinois
$5.42M -$27K -111 -0.5%
DWP
1053
Destiny Wealth Partners
Florida
$5.42M +$17.7K +73 +0.3%
JIC
1054
Joel Isaacson & Co
New York
$5.41M +$297K +1,225 +6%
APW
1055
Aurora Private Wealth
New Jersey
$5.4M +$223K +918 +5%
CQS
1056
Credential Qtrade Securities
$5.39M +$164K +674 +3%
PAS
1057
Park Avenue Securities
New York
$5.38M +$930K +3,831 +22%
AC
1058
Annandale Capital
Texas
$5.37M +$1.06M +4,357 +26%
HFS
1059
Hantz Financial Services
Michigan
$5.35M +$81.4K +335 +2%
TCA
1060
Transcend Capital Advisors
New Jersey
$5.34M -$228K -937 -4%
OAG
1061
Orbis Allan Gray
Bermuda
$5.33M
JFA
1062
Johanson Financial Advisors
California
$5.31M -$2.19K -9 -0%
LA
1063
LexAurum Advisors
Kansas
$5.31M +$28.4K +117 +0.6%
WGCA
1064
Wolf Group Capital Advisors
Virginia
$5.31M +$243K +1,000 +5%
MAFM
1065
Mid Atlantic Financial Management
Pennsylvania
$5.3M +$413K +1,699 +9%
CHA
1066
Carmichael Hill & Associates
Maryland
$5.3M -$6.56K -27 -0.1%
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$5.3M +$34K +140 +0.7%
HIMC
1068
Heritage Investors Management Corp
Maryland
$5.3M -$190K -784 -4%
DHFB
1069
Dixon Hubard Feinour & Brown
Virginia
$5.29M +$2.52M +10,394 +84%
PCAP
1070
Pratt Collard Advisory Partners
New York
$5.28M -$44.9K -185 -0.9%
WIC
1071
Woodmont Investment Counsel
Tennessee
$5.27M +$540K +2,222 +12%
AWA
1072
ARS Wealth Advisors
Florida
$5.27M -$386K -1,588 -7%
BRM
1073
Boston Research & Management
Massachusetts
$5.25M +$149K +615 +3%
AAM
1074
AR Asset Management
California
$5.24M
TWM
1075
Titus Wealth Management
California
$5.23M +$108K +445 +2%

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.