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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
IWC
1101
Integrated Wealth Concepts
Massachusetts
$4.98M +$288K +1,188 +6%
EIP
1102
Ellis Investment Partners
Pennsylvania
$4.97M -$71.9K -296 -1%
IB
1103
Intrust Bank
Kansas
$4.95M -$96.4K -397 -2%
IMRF
1104
Illinois Municipal Retirement Fund
Illinois
$4.93M +$190K +783 +4%
ECG
1105
Edge Capital Group
Georgia
$4.93M -$187K -770 -4%
LFAS
1106
Level Four Advisory Services
Texas
$4.92M +$704K +2,897 +18%
BAM
1107
Blueshift Asset Management
New Jersey
$4.91M -$3.78M -15,575 -45%
FHA
1108
First Horizon Advisors
Tennessee
$4.9M +$153K +628 +3%
AWM
1109
Apollon Wealth Management
South Carolina
$4.88M +$580K +2,388 +14%
SAS
1110
Stelac Advisory Services
New York
$4.85M -$300K -1,235 -6%
LWAC
1111
Laurel Wealth Advisors (California)
California
$4.85M -$2.08M -8,574 -31%
RCM
1112
Regency Capital Management
Hawaii
$4.84M +$4.61M +18,966 New
WB
1113
WesBanco Bank
West Virginia
$4.84M +$4.6M +18,959 New
PBC
1114
Pavion Blue Capital
California
$4.84M -$90.3K -372 -2%
NHC
1115
Nicholas Hoffman & Company
Georgia
$4.83M +$225K +926 +5%
CLOS
1116
Compagnie Lombard Odier SCmA
Switzerland
$4.82M +$3.21M +13,210 +234%
SBSB
1117
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.8M +$1.43M +5,873 +46%
JSC
1118
Jackson Square Capital
California
$4.77M +$294K +1,210 +7%
WA
1119
WBH Advisory
Maryland
$4.76M +$67.8K +279 +2%
CT
1120
Cambridge Trust
Massachusetts
$4.75M +$504K +2,077 +13%
CWM
1121
Circle Wealth Management
New Jersey
$4.75M -$566K -2,330 -11%
TBA
1122
Tower Bridge Advisors
Pennsylvania
$4.74M
PG
1123
Pendal Group
Australia
$4.73M -$427K -1,760 -9%
PCM
1124
Pointe Capital Management
Michigan
$4.72M -$255K -1,051 -5%
FB
1125
Fulton Bank
Pennsylvania
$4.72M -$126K -517 -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.