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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
QCM
1676
Quest Capital Management
Texas
$1.87M -$32.5K -134 -2%
FAG
1677
Financial Advisory Group
Texas
$1.87M
XF
1678
XML Financial
Maryland
$1.87M -$162K -668 -8%
CTFG
1679
Capstone Triton Financial Group
Oklahoma
$1.87M -$7.53K -31 -0.4%
SCA
1680
Sippican Capital Advisors
Massachusetts
$1.87M -$1.21K -5 -0.1%
TI
1681
tru Independence
Oregon
$1.87M +$635K +2,615 +56%
EWM
1682
Endurance Wealth Management
Rhode Island
$1.87M -$28.4K -117 -2%
RPC
1683
Rossmore Private Capital
Connecticut
$1.87M
CCG
1684
Cypress Capital Group
Florida
$1.86M -$64.4K -265 -4%
GSWM
1685
Golden State Wealth Management
California
$1.86M -$586K -2,412 -25%
OC
1686
Oakworth Capital
Alabama
$1.86M +$204K +842 +13%
WA
1687
Waverly Advisors
Alabama
$1.85M +$14.8K +61 +1%
AAM
1688
Aureus Asset Management
Massachusetts
$1.85M -$222K -914 -11%
S
1689
SimplyRich
California
$1.84M +$24K +99 +1%
CBB
1690
Citizens Business Bank
California
$1.84M +$48.6K +200 +3%
MFW
1691
Mosaic Family Wealth
Missouri
$1.84M
CCM
1692
Condor Capital Management
New Jersey
$1.84M -$1.01M -4,152 -37%
QVT
1693
Quantitative Value Technologies
Kansas
$1.83M +$1.74M +7,179 New
BWM
1694
BigSur Wealth Management
Florida
$1.83M +$291K +1,200 +20%
VCM
1695
Vivaldi Capital Management
Illinois
$1.83M -$206K -849 -12%
GCM
1696
Galibier Capital Management
Ontario, Canada
$1.83M
CWM
1697
Connecticut Wealth Management
Connecticut
$1.82M -$153K -632 -8%
REMPR
1698
Roof Eidam Maycock Peralta (REMP)
California
$1.82M
FC
1699
Ferris Capital
Massachusetts
$1.82M
MFS
1700
Madrona Financial Services
Washington
$1.81M +$184K +757 +12%

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.