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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
WG
1126
Welch Group
Alabama
$4.67M +$884K +3,640 +25%
BS
1127
Banco Santander
Spain
$4.66M +$3.88K +16 +0.1%
TIM
1128
Tortoise Investment Management
New York
$4.65M -$93K -383 -2%
EF
1129
Empirical Finance
Pennsylvania
$4.65M
IWP
1130
Icon Wealth Partners
Texas
$4.64M +$1.55M +6,394 +54%
MWA
1131
Moser Wealth Advisors
Washington
$4.64M +$18.2K +75 +0.4%
RIA
1132
Realta Investment Advisors
Delaware
$4.63M +$203K +837 +5%
BC
1133
Blackhill Capital
New Jersey
$4.63M -$486 -2 -0%
DLA
1134
Douglas Lane & Associates
New York
$4.62M -$46.1K -190 -1%
NWM
1135
Northwest Wealth Management
Iowa
$4.61M +$117K +480 +3%
IAIM
1136
International Assets Investment Management
Florida
$4.61M +$2.42M +9,959 +112%
IA
1137
IFG Advisory
Georgia
$4.6M -$57.6K -237 -1%
BPM
1138
Bowling Portfolio Management
Ohio
$4.6M +$86.9K +358 +2%
CSC
1139
Cove Street Capital
California
$4.59M +$146K +600 +3%
ACM
1140
AKRE Capital Management
Virginia
$4.58M -$161K -665 -4%
AF
1141
Aldebaran Financial
$4.57M -$60.7K -250 -1%
GWS
1142
Glassman Wealth Services
Virginia
$4.57M +$34.2K +141 +0.8%
ONB
1143
Old National Bancorp
Indiana
$4.56M -$650K -2,678 -13%
HW
1144
Hedeker Wealth
Illinois
$4.55M -$8.5K -35 -0.2%
HCP
1145
Holt Capital Partners
Texas
$4.55M +$44.9K +185 +1%
BFC
1146
Bedel Financial Consulting
Indiana
$4.55M +$97.1K +400 +2%
CCM
1147
Corsair Capital Management
New York
$4.55M -$29.1K -120 -0.7%
LWANC
1148
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.55M -$64.4K -265 -1%
WPP
1149
Whalerock Point Partners
Rhode Island
$4.54M +$24.3K +100 +0.6%
TFS
1150
TrustCore Financial Services
Tennessee
$4.53M -$200K -822 -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.