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
KCA
1626
Karn Couzens & Associates
Connecticut
$2.03M -$4.86K -20 -0.3%
BFM
1627
Boothbay Fund Management
New York
$2.03M +$1.33M +5,489 +225%
HCIA
1628
Hochman Cole Investment Advisors
Illinois
$2.02M +$26.7K +110 +1%
SRAM
1629
Spouting Rock Asset Management
Pennsylvania
$2M +$60.5K +249 +3%
AR
1630
Advisory Research
Illinois
$2M -$4.37K -18 -0.2%
PCH
1631
PGIM Custom Harvest
New Jersey
$2M
6M
1632
6 Meridian
Kansas
$2M +$1.9M +7,809 New
PWPS
1633
Pinnacle Wealth Planning Services
Ohio
$1.99M +$111K +458 +6%
PWS
1634
Paragon Wealth Strategies
Florida
$1.99M +$1.89M +7,788 New
TNB
1635
TCF National Bank
South Dakota
$1.99M -$197K -810 -9%
OHIS
1636
Oak Harvest Investment Services
Texas
$1.98M -$84.5K -348 -4%
ARMC
1637
American Research & Management Company
Massachusetts
$1.98M -$5.83K -24 -0.3%
GC
1638
Garde Capital
Washington
$1.98M +$10.7K +44 +0.6%
HTHT
1639
Hemenway Trust Hemenway Trust
New Hampshire
$1.97M -$36.4K -150 -2%
NERM
1640
New England Research & Management
Illinois
$1.97M
PAM
1641
Paradigm Asset Management
New York
$1.97M -$48.6K -200 -3%
AC
1642
Avestar Capital
New York
$1.96M +$456K +1,878 +35%
AIS
1643
American Investment Services
Massachusetts
$1.96M
SAM
1644
Seelaus Asset Management
New Jersey
$1.96M +$1.1M +4,535 +144%
IDA
1645
Intelligence Driven Advisers
California
$1.96M -$242K -998 -12%
WAM
1646
WNY Asset Management
New York
$1.96M +$1.06M +4,362 +133%
BWP
1647
Baldwin Wealth Partners
Massachusetts
$1.95M +$4.61K +19 +0.2%
KA
1648
Klingman & Associates
New York
$1.95M +$7.04K +29 +0.4%
5L
1649
55I LLC
Massachusetts
$1.94M +$121K +498 +7%
EGA
1650
E&G Advisors
Texas
$1.94M +$94.7K +390 +5%

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.