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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
VWA
1501
Visionary Wealth Advisors
Illinois
$2.53M +$37.4K +154 +2%
GFS
1502
GYL Financial Synergies
Connecticut
$2.53M +$364K +1,500 +18%
AFIA
1503
America First Investment Advisors
Nebraska
$2.52M -$4.61K -19 -0.2%
SCG
1504
Sonata Capital Group
Washington
$2.52M +$234K +965 +11%
WWM
1505
Windsor Wealth Management
Indiana
$2.51M +$284K +1,171 +14%
JVBC
1506
J.V. Bruni & Co
Colorado
$2.5M -$2.45M -10,082 -51%
VA
1507
Valmark Advisers
Ohio
$2.5M +$455K +1,874 +24%
EWM
1508
Empirical Wealth Management
Washington
$2.5M -$347K -1,430 -13%
C
1509
Certuity
Florida
$2.48M +$107K +439 +5%
PA
1510
PFG Advisors
Arizona
$2.48M +$1.58M +6,521 +204%
CAAS
1511
Capital Asset Advisory Services
Michigan
$2.48M +$2.36M +9,699 New
CFO
1512
CVA Family Office
Colorado
$2.47M +$208K +856 +10%
TTWM
1513
TCV Trust & Wealth Management
Virginia
$2.47M +$122K +503 +5%
PP
1514
Pegasus Partners
Wisconsin
$2.47M -$423K -1,743 -15%
MFG
1515
Merit Financial Group
Georgia
$2.47M +$14.1K +58 +0.6%
TIA
1516
Traphagen Investment Advisors
New Jersey
$2.46M -$284K -1,171 -11%
WP
1517
WealthSource Partners
California
$2.46M +$417K +1,719 +22%
CA
1518
Corrado Advisors
New Jersey
$2.46M
CAS
1519
Cascadia Advisory Services
Oregon
$2.45M +$2.33M +9,594 New
V
1520
VeraBank
Texas
$2.45M -$5.1K -21 -0.2%
AWE
1521
Avidian Wealth Enterprises
Texas
$2.44M -$72.4K -298 -3%
CPWM
1522
Cardinal Point Wealth Management
California
$2.44M
WA
1523
WealthTrust Axiom
Pennsylvania
$2.43M
LRPA
1524
L. Roy Papp & Associates
Arizona
$2.43M -$97.1K -400 -4%
ST
1525
Sabal Trust
Florida
$2.43M +$31.3K +129 +1%

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.