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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
LWA
1851
Lineweaver Wealth Advisors
Ohio
$1.42M +$212K +875 +19%
GL
1852
Graypoint LLC
New York
$1.42M +$628K +2,584 +87%
MCM
1853
Monarch Capital Management
Indiana
$1.41M
LOAMS
1854
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.41M +$1.34M +5,518 New
FMN
1855
Financial Management Network
California
$1.41M -$23.1K -95 -2%
ICM
1856
IMS Capital Management
Oregon
$1.41M +$74.6K +307 +6%
PA
1857
Procyon Advisors
Connecticut
$1.4M -$121K -500 -8%
SAS
1858
Sanford Advisory Services
Michigan
$1.4M +$216K +889 +19%
UCI
1859
Uncommon Cents Investing
Wisconsin
$1.4M +$355K +1,460 +37%
MW
1860
Marcum Wealth
Ohio
$1.39M +$685K +2,822 +108%
HAIM
1861
Hunter Associates Investment Management
Pennsylvania
$1.39M +$200K +825 +18%
AFG
1862
Arkansas Financial Group
Arkansas
$1.39M
SPC
1863
Stewart & Patten Company
California
$1.39M -$92.3K -380 -7%
CIA
1864
Compass Ion Advisors
Pennsylvania
$1.38M +$26K +107 +2%
CASB
1865
Cape Ann Savings Bank
Massachusetts
$1.38M -$1.59M -6,535 -55%
NAG
1866
Northstar Advisory Group
New Jersey
$1.38M -$26.5K -109 -2%
CPO
1867
Cerity Partners OCIO
New York
$1.38M -$2.19K -9 -0.2%
NQWM
1868
Northwest Quadrant Wealth Management
Oregon
$1.38M -$31.6K -130 -2%
GGI
1869
Godsey & Gibb Inc
Virginia
$1.38M -$86K -354 -6%
PAG
1870
Private Advisory Group
Washington
$1.37M +$401K +1,653 +45%
NGA
1871
Naples Global Advisors
Florida
$1.36M -$6.07K -25 -0.5%
MYIA
1872
Mount Yale Investment Advisors
Colorado
$1.36M -$193K -793 -13%
KFS
1873
Kurt F. Somerville
$1.36M
AIM
1874
Acropolis Investment Management
Missouri
$1.36M -$92.5K -381 -7%
WIA
1875
World Investment Advisors
California
$1.35M -$20.6K -85 -2%

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.