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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
MCM
1426
Marathon Capital Management
Maryland
$2.88M +$26.7K +110 +1%
CAG
1427
Curtis Advisory Group
California
$2.87M +$8.74K +36 +0.3%
LIM
1428
Lathrop Investment Management
Arkansas
$2.87M -$29.9K -123 -1%
RSWM
1429
Robertson Stephens Wealth Management
California
$2.86M +$221K +908 +9%
HC
1430
Hourglass Capital
Texas
$2.86M -$376K -1,550 -12%
BW
1431
Bison Wealth
Georgia
$2.86M -$3.4K -14 -0.1%
BA
1432
Bellwether Advisors
Nebraska
$2.84M +$15.1K +62 +0.6%
WIA
1433
Wealthstreet Investment Advisors
Texas
$2.84M -$1.21K -5 -0%
TC
1434
Trust Company
Kansas
$2.84M -$205K -845 -7%
FNBSF
1435
First National Bank Sioux Falls
South Dakota
$2.84M -$48.6K -200 -2%
MSR
1436
Main Street Research
Connecticut
$2.84M -$112K -460 -4%
FC
1437
Forte Capital
New York
$2.83M
PWM
1438
PRW Wealth Management
Massachusetts
$2.83M +$807K +3,325 +43%
OC
1439
Oarsman Capital
Wisconsin
$2.83M -$347K -1,428 -11%
FDS
1440
Freedom Day Solutions
Texas
$2.82M +$6.07K +25 +0.2%
BM
1441
Bislett Management
California
$2.81M
IFWM
1442
Institute for Wealth Management
Colorado
$2.81M +$352K +1,450 +15%
LA
1443
Lynch & Associates
Indiana
$2.8M +$50.8K +209 +2%
AOWM
1444
Alpha Omega Wealth Management
Virginia
$2.8M -$22.6K -93 -0.8%
RBFC
1445
Roman Butler Fullerton & Co
Missouri
$2.8M +$42.3K +174 +2%
HFM
1446
Hartford Financial Management
Connecticut
$2.8M +$22.3K +92 +0.8%
SAM
1447
Soditic Asset Management
United Kingdom
$2.79M
ATPW
1448
Ashton Thomas Private Wealth
Arizona
$2.79M -$37.4K -154 -1%
BIM
1449
Barton Investment Management
Pennsylvania
$2.78M -$17K -70 -0.6%
MA
1450
MONECO Advisors
Connecticut
$2.78M +$64.8K +267 +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.