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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
SACTSONJ
1151
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.52M
HA
1152
Heartland Advisors
Wisconsin
$4.51M -$346K -1,425 -7%
GC
1153
Grimes & Company
Massachusetts
$4.5M -$519K -2,138 -11%
OAMG
1154
Odey Asset Management Group
United Kingdom
$4.5M +$1.19M +4,900 +39%
FHC
1155
First Heartland Consultants
Missouri
$4.49M -$200K -824 -4%
CBTWT
1156
Community Bank & Trust (Waco, Texas)
Texas
$4.49M +$226K +930 +6%
BIM
1157
Baldwin Investment Management
Pennsylvania
$4.48M -$104K -430 -2%
RA
1158
Royce & Associates
New York
$4.47M +$729K +3,000 +21%
BSI
1159
Bennett Selby Investments
Maine
$4.47M +$82.6K +340 +2%
SC
1160
Skylands Capital
Wisconsin
$4.46M -$1.25M -5,150 -23%
VPI
1161
Value Partners Investments
Manitoba, Canada
$4.46M -$1.3M -5,350 -23%
FPB
1162
First PREMIER Bank
South Dakota
$4.45M
CP
1163
Clayton Partners
California
$4.44M +$4.22M +17,376 New
AC
1164
Abbrea Capital
California
$4.43M +$173K +713 +4%
SNBOSD
1165
Security National Bank of So Dak
Iowa
$4.42M +$155K +640 +4%
MWM
1166
Marietta Wealth Management
Georgia
$4.41M +$748K +3,080 +22%
IAN
1167
Integrated Advisors Network
Texas
$4.41M -$196K -809 -4%
Capstone Investment Advisors
1168
Capstone Investment Advisors
New York
$4.4M +$4.18M +17,206 New
FMC
1169
First Merchants Corp
Indiana
$4.38M +$9.23K +38 +0.2%
PK
1170
Pflug Koory
Nebraska
$4.38M -$104K -430 -2%
HWA
1171
Hillcrest Wealth Advisors
New Jersey
$4.38M -$585K -2,410 -12%
AFA
1172
AllGen Financial Advisors
Florida
$4.37M -$9.11M -37,521 -69%
RAM
1173
RK Asset Management
Michigan
$4.36M +$4.14M +17,068 New
BIMC
1174
Benson Investment Management Company
Virginia
$4.36M -$34K -140 -0.8%
CTA
1175
Colonial Trust Advisors
South Carolina
$4.34M +$21.4K +88 +0.5%

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.