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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
RWM
1551
RKL Wealth Management
Pennsylvania
$2.33M -$83.5K -344 -4%
MW
1552
MBL Wealth
North Carolina
$2.32M +$56.1K +231 +3%
GWSG
1553
GPS Wealth Strategies Group
Colorado
$2.32M +$146K +601 +7%
IMA
1554
Investment Management Associates
Colorado
$2.31M -$7.04K -29 -0.3%
XSC
1555
X-Square Capital
Puerto Rico
$2.31M +$4.13K +17 +0.2%
GKWIM
1556
Gerber Kawasaki Wealth & Investment Management
California
$2.31M +$1.32M +5,421 +150%
Credit Agricole
1557
Credit Agricole
France
$2.3M +$642K +2,642 +42%
MG
1558
Mather Group
Illinois
$2.3M +$165K +678 +8%
BP
1559
BBR Partners
New York
$2.29M -$81.8K -337 -4%
DM
1560
Delphi Management
Massachusetts
$2.29M +$2.18M +8,972 New
DCM
1561
Dimension Capital Management
Florida
$2.29M +$698K +2,873 +47%
CFG
1562
Citizens Financial Group
Rhode Island
$2.29M +$187K +771 +9%
CBFP
1563
Cedar Brook Financial Partners
Ohio
$2.29M -$69.5K -286 -3%
LL
1564
LPWM LLC
Minnesota
$2.28M -$17K -70 -0.8%
RM
1565
Resource Management
Louisiana
$2.26M +$24.3K +100 +1%
MCG
1566
MACRO Consulting Group
New Jersey
$2.26M +$6.8K +28 +0.3%
BFPW
1567
BOK Financial Private Wealth
Colorado
$2.26M +$2.15M +8,854 New
CCC
1568
Crescent Capital Consulting
Louisiana
$2.26M +$48.6K +200 +2%
MCCP
1569
Mission Creek Capital Partners
California
$2.25M +$62.2K +256 +3%
ATC
1570
Adirondack Trust Company
New York
$2.25M +$187K +770 +10%
PFS
1571
Physicians Financial Services
North Carolina
$2.25M +$236K +970 +12%
PFA
1572
Professional Financial Advisors
Nebraska
$2.25M -$40.3K -166 -2%
VC
1573
Vicus Capital
Pennsylvania
$2.25M -$71.2K -293 -3%
CCM
1574
Cribstone Capital Management
Maine
$2.24M -$36.7K -151 -2%
CIA
1575
CSat Investment Advisory
Michigan
$2.24M -$696K -2,864 -25%

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.