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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
EIA
1776
Eldridge Investment Advisors
New Hampshire
$1.61M
SA
1777
SL Advisors
New Jersey
$1.61M -$42.3K -174 -3%
CCM
1778
Community Capital Management
Florida
$1.61M -$413K -1,700 -21%
MSA
1779
Marino Stram & Associates
Massachusetts
$1.6M +$118K +485 +8%
JHP
1780
James Hambro & Partners
United Kingdom
$1.6M -$185K -760 -11%
NB
1781
Northwest Bancshares
Pennsylvania
$1.6M -$12.1K -50 -0.8%
MECA
1782
Miller Equity Capital Advisors
Texas
$1.6M +$48.6K +200 +3%
MJP
1783
Michael J. Puzo
$1.6M -$121K -500 -7%
OWA
1784
Octavia Wealth Advisors
Ohio
$1.6M +$729 +3 +0%
FWM
1785
Fairhaven Wealth Management
Illinois
$1.59M -$854K -3,515 -36%
NB
1786
Nicolet Bankshares
Wisconsin
$1.59M +$18.2K +75 +1%
BWA
1787
Burt Wealth Advisors
Maryland
$1.59M +$178K +732 +13%
GWM
1788
GSB Wealth Management
Connecticut
$1.58M +$1.5M +6,196 New
LW
1789
Linscomb Wealth
Texas
$1.58M -$200K -824 -12%
WM
1790
WS Management
Florida
$1.57M -$12.6M -51,705 -89%
MGWM
1791
Marks Group Wealth Management
Minnesota
$1.57M +$60.5K +249 +4%
SCM
1792
Sterneck Capital Management
Missouri
$1.57M +$83.3K +343 +6%
TI
1793
Truepoint Inc
Ohio
$1.57M -$280K -1,155 -16%
EDRIA
1794
Edmonds Duncan Registered Investment Advisors
Kansas
$1.57M
SAG
1795
Spotlight Asset Group
Illinois
$1.57M -$296K -1,220 -17%
AIM
1796
Avity Investment Management
Connecticut
$1.57M +$12.1K +50 +0.8%
SW
1797
SlateStone Wealth
Florida
$1.56M -$158K -650 -10%
NAS
1798
Nicolet Advisory Services
Wisconsin
$1.56M -$1.37M -5,643 -48%
WC
1799
Winmill & Co
New York
$1.56M
GP
1800
Girard Partners
Pennsylvania
$1.56M +$1.94K +8 +0.1%

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.