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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
PSC
1701
Prentiss Smith & Co
Vermont
$1.81M
NDSI
1702
Newman Dignan & Sheerar Inc
Rhode Island
$1.81M -$14.6K -60 -0.8%
SW
1703
SteelPeak Wealth
California
$1.8M -$107K -442 -6%
TC
1704
Truvestments Capital
Florida
$1.8M +$172K +707 +11%
HIC
1705
Holderness Investments Company
North Carolina
$1.79M -$121K -500 -7%
BWM
1706
Baystate Wealth Management
Massachusetts
$1.79M +$137K +565 +9%
JBA
1707
Johnson Bixby & Associates
Washington
$1.78M +$30.6K +126 +2%
PCMC
1708
Private Capital Management (Colorado)
Colorado
$1.78M -$199K -820 -11%
IMOV
1709
Investment Management of Virginia
Virginia
$1.78M +$7.77K +32 +0.5%
CCMG
1710
Clark Capital Management Group
Pennsylvania
$1.78M +$961K +3,956 +131%
SG
1711
StoneX Group
New York
$1.78M +$77.5K +319 +5%
FMB
1712
Field & Main Bank
Kentucky
$1.76M -$31.6K -130 -2%
AO
1713
Allen Operations
New York
$1.76M
CWAG
1714
Compton Wealth Advisory Group
Virginia
$1.76M +$114K +470 +7%
SB
1715
Strategic Blueprint
Georgia
$1.76M +$166K +683 +11%
SS
1716
Simplicity Solutions
Minnesota
$1.75M -$10.3M -42,505 -86%
WW
1717
Westshore Wealth
California
$1.75M +$1.66M +6,850 New
FSA
1718
Fort Sheridan Advisors
Illinois
$1.75M +$595K +2,449 +56%
Cohen & Steers
1719
Cohen & Steers
New York
$1.75M +$1.66M +6,843 New
SC
1720
Searle & Co
Connecticut
$1.75M
CCM
1721
Consolidated Capital Management
California
$1.74M -$187K -770 -10%
EA
1722
Ellsworth Advisors
Ohio
$1.74M +$38.4K +158 +2%
HA
1723
HYA Advisors
Missouri
$1.74M +$85K +350 +5%
AWP
1724
Abacus Wealth Partners
California
$1.74M -$144K -594 -8%
WG
1725
Winton Group
United Kingdom
$1.74M -$499K -2,055 -23%

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.