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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
LRIA
1876
Leonard Rickey Investment Advisors
Washington
$1.35M +$97.6K +402 +8%
OWIM
1877
Old West Investment Management
California
$1.35M +$129K +533 +11%
MFG
1878
MidWestOne Financial Group
Iowa
$1.34M
RPCA
1879
Running Point Capital Advisors
California
$1.34M +$17.5K +72 +1%
LP
1880
LGL Partners
Pennsylvania
$1.34M -$29.1K -120 -2%
CIP
1881
Convergence Investment Partners
Florida
$1.34M -$23.8K -98 -2%
SEP
1882
Southland Equity Partners
Missouri
$1.34M +$168K +690 +15%
CCM
1883
Carlson Capital Management
Minnesota
$1.34M +$38.9K +160 +3%
GFG
1884
Greystone Financial Group
Michigan
$1.33M +$162K +666 +17%
FCM
1885
Firestone Capital Management
Florida
$1.33M -$86.2K -355 -6%
CWMU
1886
Caliber Wealth Management (Utah)
Utah
$1.33M +$14.3K +59 +1%
TCOT
1887
Trust Company of Toledo
Ohio
$1.33M +$80.1K +330 +7%
VFPI
1888
Vantage Financial Partners (Illinois)
Illinois
$1.33M +$24.3K +100 +2%
IAS
1889
IMA Advisory Services
Colorado
$1.33M +$9.71K +40 +0.8%
CB
1890
Community Bank
New York
$1.32M -$130K -537 -9%
FC
1891
Farley Capital
New York
$1.32M +$1.94K +8 +0.2%
AAS
1892
Annex Advisory Services
Wisconsin
$1.32M +$140K +575 +13%
P
1893
&Partners
Tennessee
$1.32M
PFA
1894
Pure Financial Advisors
California
$1.32M -$27.4K -113 -2%
CIG
1895
Consolidated Investment Group
Colorado
$1.31M
RW
1896
Rede Wealth
Virginia
$1.31M +$254K +1,047 +26%
UBG
1897
United Bank (Georgia)
Georgia
$1.31M -$228K -938 -15%
KP
1898
Keel Point
Alabama
$1.31M +$89.1K +367 +8%
AB
1899
Atlas Brown
Kentucky
$1.31M -$30.4K -125 -2%
VCM
1900
Versant Capital Management
Arizona
$1.3M +$17.5K +72 +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.