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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
1201
Watchman Group
Texas
$4.1M -$1.46K -6 -0%
LS
1202
Leelyn Smith
Illinois
$4.09M +$34.2K +141 +0.9%
Financial Engines Advisors
1203
Financial Engines Advisors
California
$4.09M -$480K -1,978 -11%
FG
1204
Foster Group
Iowa
$4.05M -$28.9K -119 -0.7%
SIMM
1205
Stillwater Investment Management (Minnesota)
Minnesota
$4.05M +$396K +1,630 +11%
WP
1206
WealthShield Partners
North Carolina
$4.04M -$189K -779 -5%
KOC
1207
Koss-Olinger Consulting
Florida
$4.04M +$3.84M +15,807 New
HBWM
1208
Hollow Brook Wealth Management
New York
$4.03M +$17K +70 +0.4%
BPC
1209
Banque Pictet & Cie
Switzerland
$4.03M -$522K -2,150 -12%
WAP
1210
Wealthcare Advisory Partners
Pennsylvania
$4.02M +$480K +1,976 +14%
SVWAG
1211
Sound View Wealth Advisors Group
Georgia
$4.02M +$12.9K +53 +0.3%
NC
1212
NovaPoint Capital
Georgia
$4M +$113K +464 +3%
TAM
1213
Trust Asset Management
Texas
$3.99M +$677K +2,787 +22%
SC
1214
Slow Capital
California
$3.99M +$149K +614 +4%
CCM
1215
Compton Capital Management
Rhode Island
$3.99M -$97.1K -400 -2%
MWM
1216
Meridian Wealth Management
Kentucky
$3.99M +$117K +480 +3%
BFC
1217
Blue Fin Capital
Rhode Island
$3.98M -$26.7K -110 -0.7%
PB
1218
Pinnacle Bancorp
Nebraska
$3.98M -$197K -813 -5%
CT
1219
Chicago Trust
Illinois
$3.98M -$36.2K -149 -0.9%
APP
1220
Avantax Planning Partners
Iowa
$3.97M -$94.2K -388 -2%
NP
1221
NorthRock Partners
Minnesota
$3.97M -$158K -650 -4%
KWM
1222
Kingsview Wealth Management
Oregon
$3.96M +$211K +868 +6%
PCIA
1223
Prime Capital Investment Advisors
Kansas
$3.96M +$381K +1,569 +11%
CFFP
1224
Center for Financial Planning
Michigan
$3.95M -$133K -549 -3%
RGI
1225
River Global Investors
United Kingdom
$3.92M +$3.72M +15,330 New

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.