We are live on ! Find out more
BRK.B icon

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
EAM
1476
Erste Asset Management
Austria
$2.64M +$1.16M +4,760 +87%
JFA
1477
JNBA Financial Advisors
Minnesota
$2.64M +$22.1K +91 +0.9%
FP
1478
Financial Perspectives
Minnesota
$2.64M +$163M +671,037 +25,447%
Nomura Holdings
1479
Nomura Holdings
Japan
$2.64M -$31.5M -129,573 -93%
Legacy Financial Group (Iowa)
1480
Legacy Financial Group (Iowa)
Iowa
$2.63M +$2.5M +10,306 New
KTC
1481
Kistler-Tiffany Companies
Pennsylvania
$2.62M -$13.6K -56 -0.5%
PGWM
1482
Parisi Gray Wealth Management
New Jersey
$2.62M +$51.2K +211 +2%
PS
1483
Portfolio Strategies
New York
$2.61M
BCM
1484
BTR Capital Management
California
$2.61M +$182K +750 +8%
IAM
1485
Iridian Asset Management
Connecticut
$2.6M
TSWM
1486
Triangle Securities Wealth Management
North Carolina
$2.6M +$60.7K +250 +3%
SCA
1487
Snowden Capital Advisors
New York
$2.6M +$585K +2,410 +31%
HCM
1488
Hodges Capital Management
Texas
$2.6M +$1.2M +4,950 +95%
BBHBI
1489
B, B, H, & B Inc
Alabama
$2.58M +$13.8K +57 +0.6%
JIP
1490
Jaffetilchin Investment Partners
Florida
$2.58M +$422K +1,737 +21%
RHDIC
1491
R.H. Dinel Investment Counsel
California
$2.57M
ST
1492
Sageworth Trust
Pennsylvania
$2.56M -$2.68M -11,021 -52%
BSA
1493
Bull Street Advisors
Georgia
$2.56M +$16.5K +68 +0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
1494
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M +$2.43M +10,000 New
FWM
1495
Focused Wealth Management
New York
$2.55M -$27.7K -114 -1%
LFA
1496
Landmark Financial Advisors
Kentucky
$2.54M -$33K -136 -1%
PNC
1497
Park National Corp
Ohio
$2.54M -$33K -136 -1%
CA
1498
Capital Advantage
California
$2.54M
FNC
1499
First National Corp
Massachusetts
$2.53M -$17.5K -72 -0.7%
FA
1500
FDx Advisors
Illinois
$2.53M -$241K -991 -9%

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.