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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
WGAM
1576
Wilkinson Global Asset Management
New York
$2.23M +$2.12M +8,740 New
WPC
1577
Waters Parkerson & Co
Louisiana
$2.23M -$11.4K -47 -0.5%
PC
1578
Prairiewood Capital
North Dakota
$2.23M +$26K +107 +1%
FWP
1579
FAS Wealth Partners
Kansas
$2.23M +$136K +559 +7%
VIA
1580
Vident Investment Advisory
Georgia
$2.23M +$1.03M +4,231 +94%
NCM
1581
Next Capital Management
New York
$2.23M
CCT
1582
Chemung Canal Trust
New York
$2.22M -$48.3K -199 -2%
AFP
1583
Ausdal Financial Partners
Iowa
$2.21M +$26K +107 +1%
ACS
1584
Archford Capital Strategies
Illinois
$2.18M -$3.64K -15 -0.2%
HA
1585
Harfst & Associates
Wyoming
$2.18M +$98.4K +405 +5%
HBCM
1586
Heron Bay Capital Management
Michigan
$2.18M +$12.1K +50 +0.6%
ACM
1587
Ashford Capital Management
Delaware
$2.18M +$190K +784 +10%
SIC
1588
Schwartz Investment Counsel
Michigan
$2.17M
AA
1589
Aufman Associates
Pennsylvania
$2.17M +$35.5K +146 +2%
MWA
1590
Marshall Wace Asia
Hong Kong
$2.16M -$256K -1,053 -11%
FPCG
1591
Fort Pitt Capital Group
Pennsylvania
$2.16M +$8.01K +33 +0.4%
VAS
1592
Vestmark Advisory Solutions
Massachusetts
$2.16M -$475K -1,954 -19%
AC
1593
Apella Capital
Connecticut
$2.16M
SIAP
1594
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.16M +$26.7K +110 +1%
BWM
1595
BerganKDV Wealth Management
Minnesota
$2.15M -$92.5K -381 -4%
HIP
1596
HUB Investment Partners
Texas
$2.15M +$824K +3,392 +67%
SIA
1597
Soltis Investment Advisors
Utah
$2.15M -$9.23K -38 -0.4%
GEA
1598
Glen Eagle Advisors
New Jersey
$2.15M +$173K +711 +9%
PFSC
1599
Peoples Financial Services Corp
Pennsylvania
$2.12M -$129K -530 -6%
SCM
1600
SOL Capital Management
Maryland
$2.12M -$43.7K -180 -2%

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.