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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
BAM
1726
Brave Asset Management
New Jersey
$1.74M -$14.6K -60 -0.9%
FCA
1727
FLC Capital Advisors
California
$1.73M +$31.8K +131 +2%
AAM
1728
Advisors Asset Management
Colorado
$1.73M +$141K +581 +9%
LNWTC
1729
Laird Norton Wetherby Trust Company
Washington
$1.72M +$164K +675 +10%
CBA
1730
Coastal Bridge Advisors
Connecticut
$1.72M +$69.2K +285 +4%
ZIC
1731
ZWJ Investment Counsel
Georgia
$1.72M -$926K -3,814 -36%
Kayne Anderson Rudnick Investment Management
1732
Kayne Anderson Rudnick Investment Management
California
$1.72M -$3.4K -14 -0.2%
WAG
1733
Winthrop Advisory Group
Massachusetts
$1.72M +$3.4K +14 +0.2%
AMG
1734
Asset Management Group
Connecticut
$1.72M -$49.8K -205 -3%
BSB
1735
Bangor Savings Bank
Maine
$1.71M +$34.5K +142 +2%
SMC
1736
Smith, Moore & Co
Missouri
$1.71M +$500K +2,061 +44%
CC
1737
Courier Capital
New York
$1.71M -$151K -623 -9%
GGS
1738
Galvin Gaustad & Stein
Arizona
$1.71M -$89.9K -370 -5%
LBC
1739
Lowe Brockenbrough & Co
Virginia
$1.7M -$2.43K -10 -0.1%
I2I
1740
Insight 2811 Inc
Illinois
$1.69M +$97.9K +403 +6%
CNC
1741
Canandaigua National Corp
New York
$1.69M +$296K +1,217 +23%
IC
1742
Intersect Capital
California
$1.69M +$131K +539 +9%
GIA
1743
Gladstone Institutional Advisory
Florida
$1.69M +$1.14M +4,708 +247%
IRAG
1744
Investment Research & Advisory Group
Georgia
$1.69M -$378K -1,556 -19%
SAM
1745
Steinberg Asset Management
New York
$1.69M +$44.2K +182 +3%
KAH
1746
Kathryn A. Hall
$1.69M
VCAM
1747
Van Cleef Asset Management
Ohio
$1.69M -$12.1K -50 -0.8%
SCM
1748
Spreng Capital Management
Ohio
$1.68M -$21.9K -90 -1%
LPT
1749
Legacy Private Trust
Wisconsin
$1.68M -$44.9K -185 -3%
LAIC
1750
Lederer & Associates Investment Counsel
California
$1.68M -$118K -484 -7%

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.