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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
NNP
1451
Nachman Norwood & Parrott
South Carolina
$2.77M -$2.91K -12 -0.1%
CWA
1452
Capital Wealth Alliance
Arizona
$2.77M +$931K +3,833 +55%
MFM
1453
MD Financial Management
Ontario, Canada
$2.77M +$2.62M +10,800 +37,241%
DFA
1454
Delta Financial Advisors
Louisiana
$2.76M +$486 +2 +0%
VCM
1455
Vigilant Capital Management
Maine
$2.76M -$534K -2,201 -17%
CWM
1456
Cornerstone Wealth Management
Missouri
$2.75M +$3.16K +13 +0.1%
PWA
1457
Phoenix Wealth Advisors
North Carolina
$2.75M -$72.9K -300 -3%
ACA
1458
Atlas Capital Advisors
Wyoming
$2.75M +$24.3K +100 +0.9%
LSPW
1459
Lake Street Private Wealth
Illinois
$2.75M +$72.9K +300 +3%
DWT
1460
Dorsey & Whitney Trust
South Dakota
$2.74M -$482K -1,984 -16%
CF
1461
Centaurus Financial
California
$2.74M +$321K +1,321 +14%
MWA
1462
Meridian Wealth Advisors
Texas
$2.74M
WPA
1463
Winning Points Advisors
Florida
$2.74M +$13.4K +55 +0.5%
WAS
1464
Wealth Advisory Solutions
Indiana
$2.74M +$1.83M +7,540 +161%
CPIA
1465
Cornell Pochily Investment Advisors
New York
$2.72M -$2.43K -10 -0.1%
WA1
1466
Wimmer Associates 1
California
$2.71M +$496K +2,044 +24%
AWM
1467
Aberdeen Wealth Management
Illinois
$2.71M -$486K -2,003 -10%
LIA
1468
LBMC Investment Advisors
Tennessee
$2.69M -$10.4K -43 -0.4%
VCA
1469
Verdence Capital Advisors
Maryland
$2.68M +$1.94K +8 +0.1%
GVAG
1470
Great Valley Advisor Group
Delaware
$2.67M +$32.1K +132 +1%
TCM
1471
Traynor Capital Management
Pennsylvania
$2.67M -$272K -1,119 -10%
EP
1472
EPIQ Partners
Minnesota
$2.67M +$207K +853 +9%
FPCP
1473
Fort Point Capital Partners
California
$2.67M
KPW
1474
Kore Private Wealth
New York
$2.66M -$46.1K -190 -2%
GI
1475
Glovista Investments
New Jersey
$2.65M -$2.87M -11,810 -53%

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.