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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
1W
1651
1776 Wealth
Georgia
$1.93M
EH
1652
Employers Holdings
Nevada
$1.93M
MCM
1653
Magnolia Capital Management
New York
$1.93M -$9.71K -40 -0.5%
MSFP
1654
Mark Sheptoff Financial Planning
Connecticut
$1.93M -$61.9K -255 -3%
DL
1655
DOHJ LLC
Washington
$1.93M +$576K +2,371 +46%
PPG
1656
Peak Planning Group
Colorado
$1.93M +$572K +2,355 +45%
WCM
1657
Weld Capital Management
New York
$1.93M +$1.49M +6,154 +444%
MMHP
1658
Murphy Middleton Hinkle & Parker
Georgia
$1.93M +$38.9K +160 +2%
NAM
1659
NTV Asset Management
West Virginia
$1.92M -$48.6K -200 -3%
SFG
1660
SNS Financial Group
Minnesota
$1.92M -$29.4K -121 -2%
BFS
1661
Baskin Financial Services
Ontario, Canada
$1.92M +$510K +2,100 +39%
BF
1662
Blankinship & Foster
California
$1.92M -$5.58K -23 -0.3%
PWMAG
1663
Pinnacle Wealth Management Advisory Group
New Jersey
$1.9M -$88.6K -365 -5%
CA
1664
Cortland Associates
Missouri
$1.9M +$20.2K +83 +1%
AFA
1665
Abacus FCF Advisors
Florida
$1.9M -$979K -4,032 -35%
WCAMG
1666
Woodard & Company Asset Management Group
North Carolina
$1.9M +$87.2K +359 +5%
CHP
1667
Cable Hill Partners
Oregon
$1.89M -$3.36M -13,841 -65%
GRP
1668
Global Retirement Partners
California
$1.89M -$29.4K -121 -2%
HP
1669
Hikari Power
Japan
$1.89M
WCM
1670
Whitener Capital Management
North Carolina
$1.89M -$3.64K -15 -0.2%
MFA
1671
Mayflower Financial Advisors
Massachusetts
$1.88M +$399K +1,642 +29%
MCM
1672
Maryland Capital Management
Maryland
$1.88M -$102K -420 -5%
SFSIG
1673
San Francisco Sentry Investment Group
California
$1.88M +$44.2K +182 +3%
LCP
1674
Legacy Capital Partners
Wisconsin
$1.88M +$19.4K +80 +1%
ZCA
1675
Zeke Capital Advisors
Pennsylvania
$1.88M -$777K -3,200 -30%

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.