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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
S
1751
Seeyond
France
$1.68M +$73.3K +302 +5%
AWA
1752
Artemis Wealth Advisors
New York
$1.67M
WA
1753
Wealth Alliance
New York
$1.67M +$121K +498 +8%
DCM
1754
Donaldson Capital Management
Indiana
$1.66M +$163K +670 +11%
JF
1755
JSF Financial
California
$1.66M -$151K -620 -9%
IF
1756
Intrua Financial
Texas
$1.66M +$94.2K +388 +7%
GA
1757
GoalVest Advisory
New York
$1.66M +$95.4K +393 +6%
1WA
1758
180 Wealth Advisors
Washington
$1.66M +$17.5K +72 +1%
BFG
1759
Bouchey Financial Group
New York
$1.65M +$119K +490 +8%
TW
1760
Transform Wealth
Colorado
$1.65M -$46.4K -191 -3%
AA
1761
Alesco Advisors
New York
$1.65M
VC
1762
Vestor Capital
Illinois
$1.65M +$10.7K +44 +0.7%
RT
1763
Rockland Trust
Massachusetts
$1.65M -$4.86K -20 -0.3%
VR
1764
Viridian RIA
Washington
$1.65M +$251K +1,032 +19%
IC
1765
Inverness Counsel
New York
$1.64M -$346K -1,423 -18%
EMG
1766
ETF Managers Group
New Jersey
$1.64M +$1.17M +4,812 +310%
ICM
1767
Islay Capital Management
Texas
$1.64M -$72.9K -300 -4%
JWM
1768
Jupiter Wealth Management
Colorado
$1.64M +$486K +2,000 +51%
CCA
1769
Childress Capital Advisors
Texas
$1.64M +$728K +2,996 +88%
PFGIA
1770
Patriot Financial Group Insurance Agency
Massachusetts
$1.63M -$26.2K -108 -2%
GCC
1771
Game Creek Capital
Massachusetts
$1.63M +$152K +625 +11%
GWAG
1772
Garrett Wealth Advisory Group
Texas
$1.62M -$57.1K -235 -4%
HI
1773
Hudock Inc
Pennsylvania
$1.62M +$243 +1 +0%
TAM
1774
Tealwood Asset Management
Minnesota
$1.62M -$4.61K -19 -0.3%
DPIM
1775
Duff & Phelps Investment Management
Illinois
$1.62M -$51K -210 -3%

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.