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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
Fuller & Thaler Asset Management
1251
Fuller & Thaler Asset Management
California
$3.76M -$656K -2,700 -15%
CCA
1252
Checchi Capital Advisers
California
$3.76M -$110K -455 -3%
QFA
1253
Quattro Financial Advisors
Texas
$3.75M +$1.28M +5,258 +60%
ZIM
1254
Zacks Investment Management
Illinois
$3.75M +$76.7K +316 +2%
MC
1255
Martin & Co
Tennessee
$3.75M -$182K -749 -5%
MMPW
1256
Mitchell McLeod Pugh & Williams
Alabama
$3.73M +$322K +1,325 +10%
IIC
1257
Ironwood Investment Counsel
Arizona
$3.73M +$113K +466 +3%
RPSA
1258
Richard P. Slaughter Associates
Texas
$3.72M -$122K -503 -3%
RMCM
1259
Reynders McVeigh Capital Management
Massachusetts
$3.71M -$154K -635 -4%
PP
1260
Pacifica Partners
Canada
$3.71M -$60.7K -250 -2%
4WM
1261
4J Wealth Management
Virginia
$3.71M +$34.2K +141 +1%
FHA
1262
Flagship Harbor Advisors
Massachusetts
$3.7M +$118K +484 +3%
OFS
1263
Oldfather Financial Services
Nebraska
$3.69M +$8.01K +33 +0.2%
SCM
1264
Symons Capital Management
Pennsylvania
$3.68M -$471K -1,939 -12%
PCP
1265
Proficio Capital Partners
Massachusetts
$3.68M +$379K +1,560 +12%
GIP
1266
Granite Investment Partners
California
$3.67M -$2.43K -10 -0.1%
EP
1267
Eudaimonia Partners
Tennessee
$3.67M -$108K -443 -3%
NAM
1268
North American Management
Massachusetts
$3.66M
WDA
1269
Wendell David Associates
New Hampshire
$3.66M -$181K -745 -5%
WC
1270
Weil Company
California
$3.65M +$617K +2,540 +22%
CAM
1271
Cypress Asset Management
Texas
$3.65M -$9.71K -40 -0.3%
SA
1272
Strategic Advisors
New York
$3.64M +$308K +1,268 +10%
GAM
1273
Griffin Asset Management
New York
$3.63M +$84.5K +348 +3%
OKSA
1274
O'Keefe Stevens Advisory
New York
$3.63M +$256K +1,055 +8%
SSI
1275
Scott & Selber Inc
Texas
$3.63M +$4.13K +17 +0.1%

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.