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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
FMBTD
1526
First Midwest Bank Trust Division
Illinois
$2.43M +$14.1K +58 +0.6%
MA
1527
Mezzasalma Advisors
New Jersey
$2.42M +$52K +214 +2%
SIG
1528
Sargent Investment Group
Maryland
$2.42M +$126K +518 +6%
YIH
1529
Y-Intercept (HK)
Hong Kong
$2.42M +$1.46M +6,020 +179%
Jacobs Levy Equity Management
1530
Jacobs Levy Equity Management
New Jersey
$2.42M -$292K -1,202 -11%
TMAM
1531
Tokio Marine Asset Management
Japan
$2.41M +$286K +1,176 +14%
OCM
1532
Orser Capital Management
Texas
$2.41M +$96.4K +397 +4%
SXL
1533
Summit X LLC
Missouri
$2.4M +$8.01K +33 +0.4%
JWCA
1534
J.W. Coons Advisors
Ohio
$2.4M +$70.4K +290 +3%
Holocene Advisors
1535
Holocene Advisors
New York
$2.4M +$823K +3,391 +57%
CIM
1536
CIM Investment Management
Pennsylvania
$2.39M +$467K +1,925 +26%
RFA
1537
Reilly Financial Advisors
California
$2.39M +$167K +689 +8%
BDF
1538
Balasa Dinverno & Foltz
$2.39M +$88.6K +365 +4%
EWM
1539
Evermay Wealth Management
Virginia
$2.39M -$77.5K -319 -3%
DBRC
1540
D.B. Root & Company
Pennsylvania
$2.38M -$32.1K -132 -1%
EW
1541
Evoke Wealth
California
$2.38M -$593K -2,441 -21%
TNBTD
1542
Trustmark National Bank Trust Department
Mississippi
$2.38M +$373K +1,538 +20%
RPWA
1543
Regent Peak Wealth Advisors
Georgia
$2.37M +$132K +544 +6%
BA
1544
Ballast Advisors
Minnesota
$2.37M +$3.64K +15 +0.2%
DA
1545
Dash Acquisitions
California
$2.36M -$12.1M -49,790 -84%
CGIM
1546
Cannon Global Investment Management
Florida
$2.35M +$2.23M +9,200 New
WAM
1547
Weatherly Asset Management
California
$2.35M -$23.8K -98 -1%
IIM
1548
InTrack Investment Management
Vermont
$2.34M +$231K +950 +12%
LFS
1549
Legacy Financial Strategies
Kansas
$2.34M -$20.2K -83 -0.9%
TFM
1550
TFC Financial Management
Massachusetts
$2.34M +$169K +694 +8%

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.