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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
1SB
1226
1ST Source Bank
Indiana
$3.92M +$68.2K +281 +2%
BRWM
1227
B. Riley Wealth Management
Tennessee
$3.9M -$102K -422 -3%
WOSD
1228
WFA of San Diego
California
$3.89M -$499K -2,056 -12%
SBIA
1229
Sheaff Brock Investment Advisors
Indiana
$3.87M -$219K -900 -6%
ACP
1230
Aviance Capital Partners
Florida
$3.87M -$510K -2,100 -12%
BHB
1231
Bank Hapoalim BM
Israel
$3.87M +$3.68M +15,141 New
WC
1232
Woodstock Corp
Massachusetts
$3.87M +$78K +321 +2%
HPCM
1233
High Pointe Capital Management
Illinois
$3.86M +$248K +1,020 +7%
UHC
1234
Union Heritage Capital
Michigan
$3.86M +$3.67M +15,105 New
DI
1235
DAGCO Inc
Ohio
$3.85M +$29.1K +120 +0.8%
TFS
1236
Thoroughbred Financial Services
Tennessee
$3.85M +$209K +860 +6%
QCMNJ
1237
Quantum Capital Management (New Jersey)
New Jersey
$3.85M +$6.8K +28 +0.2%
HDIM
1238
Hanson & Doremus Investment Management
Vermont
$3.85M +$64.8K +267 +2%
IFG
1239
Independent Financial Group
California
$3.85M +$1M +4,127 +38%
HIM
1240
Harbour Investment Management
Washington
$3.84M -$16.8K -69 -0.5%
TPA
1241
Trivium Point Advisory
Connecticut
$3.84M -$133K -548 -4%
TF
1242
Tompkins Financial
New York
$3.84M +$93.3K +384 +3%
ARMT
1243
Amica Retiree Medical Trust
Rhode Island
$3.82M
FBA
1244
Front Barnett Associates
Illinois
$3.81M
EWA
1245
Evolution Wealth Advisors
Florida
$3.81M +$462K +1,901 +15%
PAI
1246
Pittenger & Anderson Inc
Nebraska
$3.79M -$121K -497 -3%
OWP
1247
Old Well Partners
North Carolina
$3.78M +$486K +2,000 +16%
YWP
1248
YorkBridge Wealth Partners
New York
$3.78M +$445K +1,832 +14%
CWC
1249
Carolinas Wealth Consulting
North Carolina
$3.78M
CWA
1250
Clarity Wealth Advisors
California
$3.77M +$411K +1,693 +13%

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.