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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
AWA
1326
Arkadios Wealth Advisors
Georgia
$3.39M +$287K +1,181 +10%
ZCM
1327
Ziegler Capital Management
Illinois
$3.39M +$3.22M +13,272 New
BCM
1328
Brookstone Capital Management
Illinois
$3.38M +$122K +503 +4%
XI
1329
XXEC Inc
Oklahoma
$3.37M
BCA
1330
Bay Colony Advisors
Massachusetts
$3.37M +$597K +2,458 +23%
CPA
1331
Cowen Prime Advisors
New York
$3.36M +$42.5K +175 +1%
SIG
1332
Sky Investment Group
Connecticut
$3.35M -$2.43K -10 -0.1%
OPA
1333
Old Port Advisors
Maine
$3.35M +$211K +867 +7%
CAM
1334
Cozad Asset Management
Illinois
$3.34M +$2.43K +10 +0.1%
KC
1335
Kingfisher Capital
North Carolina
$3.34M +$29.1K +120 +0.9%
PTC
1336
Private Trust Company
Ohio
$3.34M -$617K -2,540 -16%
BCM
1337
Blume Capital Management
California
$3.32M +$243K +1,002 +8%
AUB
1338
Atlantic Union Bankshares
Virginia
$3.32M +$41K +169 +1%
DI
1339
Diligent Investors
California
$3.31M -$108K -445 -3%
RCA
1340
Resonant Capital Advisors
Wisconsin
$3.3M +$203K +835 +7%
CWA
1341
Canvas Wealth Advisors
Kansas
$3.3M +$2.99M +12,302 New
HCA
1342
Hyperion Capital Advisors
New York
$3.29M +$5.1K +21 +0.2%
AMIM
1343
Aull & Monroe Investment Management
Alabama
$3.29M
BA
1344
Bridgewater Advisors
New York
$3.29M +$2.82M +11,628 New
BAMF
1345
BI Asset Management Fondsmaeglerselskab
Denmark
$3.28M +$3.12M +12,850 New
GTAM
1346
Global Trust Asset Management
Florida
$3.28M -$71.2K -293 -2%
TA
1347
Tiedemann Advisors
New York
$3.28M +$88.9K +366 +3%
Dodge & Cox
1348
Dodge & Cox
California
$3.27M
SFA
1349
Semmax Financial Advisors
North Carolina
$3.27M +$512K +2,107 +20%
CCFCSB
1350
Cape Cod Five Cents Savings Bank
Massachusetts
$3.27M -$281K -1,158 -8%

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.