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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
WTB
1401
Washington Trust Bank
Washington
$3.02M -$101K -417 -3%
CT
1402
Coastline Trust
Rhode Island
$3.01M +$265K +1,090 +10%
CI
1403
CX Institutional
Indiana
$3.01M +$151K +623 +6%
DIA
1404
Dana Investment Advisors
Wisconsin
$3.01M +$5.83K +24 +0.2%
CHC
1405
City Holding Co
West Virginia
$3.01M +$309K +1,272 +12%
MCM
1406
Mitchell Capital Management
Kansas
$3M -$563K -2,319 -16%
SAM
1407
Security Asset Management
New York
$2.99M -$23.6K -97 -0.8%
BA
1408
Birinyi Associates
Connecticut
$2.99M -$870K -3,584 -23%
BI
1409
Bramshill Investments
Florida
$2.98M
JAG
1410
Journey Advisory Group
Kentucky
$2.97M +$78.9K +325 +3%
MF
1411
Manchester Financial
California
$2.95M +$57.1K +235 +2%
LIG
1412
Lokken Investment Group
Delaware
$2.94M -$63.1K -260 -2%
GSEP
1413
Golden State Equity Partners
California
$2.94M -$971 -4 -0%
DA
1414
Denali Advisors
California
$2.94M -$8.01M -33,000 -74%
FTDI
1415
First Trust Direct Indexing
Massachusetts
$2.94M +$951K +3,918 +52%
MYLI
1416
Meiji Yasuda Life Insurance
Japan
$2.94M -$7.29K -30 -0.3%
SG
1417
Stonnington Group
California
$2.94M +$2.52M +10,373 New
BTWM
1418
Baker Tilly Wealth Management
Wisconsin
$2.93M +$281K +1,156 +11%
SAMC
1419
Spectrum Asset Management (California)
California
$2.93M +$194K +800 +7%
SAM
1420
SignalPoint Asset Management
Missouri
$2.93M +$142K +584 +5%
HPWM
1421
Highland Private Wealth Management
Washington
$2.93M -$1.58M -6,507 -36%
IA
1422
IndexIQ Advisors
New York
$2.92M +$2.77M +11,411 New
SDH
1423
Sloy Dahl & Holst
Washington
$2.91M +$186K +767 +7%
OIM
1424
Orca Investment Management
Oregon
$2.9M
TCWA
1425
Ten Capital Wealth Advisors
Washington
$2.88M -$71.4K -294 -3%

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.