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
SCM
1176
Stonebridge Capital Management
California
$4.34M -$12.1K -50 -0.3%
LSAG
1177
Lake Street Advisors Group
New Hampshire
$4.34M -$509K -2,098 -11%
CFG
1178
Cooper Financial Group
California
$4.32M -$557K -2,295 -12%
GCM
1179
Glynn Capital Management
California
$4.32M
RDWM
1180
Red Door Wealth Management
Tennessee
$4.32M +$308K +1,268 +8%
KA
1181
Kovack Advisors
Florida
$4.29M +$308K +1,269 +8%
BFA
1182
Benedict Financial Advisors
Georgia
$4.29M +$4.08M +16,782 New
TWA
1183
TCI Wealth Advisors
Arizona
$4.28M -$22.1K -91 -0.5%
FWSM
1184
First Wilshire Securities Management
California
$4.26M -$231K -950 -5%
IWA
1185
Intercontinental Wealth Advisors
Texas
$4.24M +$713K +2,935 +21%
RIM
1186
Redwood Investment Management
Arizona
$4.23M +$2.7M +11,127 +204%
BOH
1187
Bank of Hawaii
Hawaii
$4.22M -$40.1K -165 -1%
TI
1188
Trexquant Investment
Connecticut
$4.2M +$3.32M +13,686 +496%
SFFS
1189
Stonehage Fleming Financial Services
Jersey
$4.19M +$373K +1,537 +10%
CAM
1190
Centre Asset Management
New York
$4.19M -$216K -890 -5%
PP
1191
PDS Planning
Ohio
$4.19M -$12.1K -50 -0.3%
BCM
1192
Beddow Capital Management
Wyoming
$4.18M -$44.9K -185 -1%
FC
1193
FORA Capital
Florida
$4.18M +$2.43K +10 +0.1%
FGP
1194
Foyston, Gordon, & Payne
Ontario, Canada
$4.17M
KFA
1195
Kelleher Financial Advisors
New York
$4.15M +$281K +1,158 +8%
FQ
1196
First Quadrant
California
$4.13M -$311K -1,280 -7%
MRI
1197
Mad River Investors
Massachusetts
$4.12M -$75.3K -310 -2%
BCA
1198
Berman Capital Advisors
Georgia
$4.11M -$412K -1,695 -10%
BAM
1199
Berkshire Asset Management
Pennsylvania
$4.11M -$326K -1,344 -8%
III
1200
Independent Investors Inc
New York
$4.1M +$48.6K +200 +1%

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.