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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
MFG
1901
Magnus Financial Group
New York
$1.3M -$1.43M -5,882 -54%
AAM
1902
Ascension Asset Management
New York
$1.3M +$1.24M +5,100 New
MA
1903
Modus Advisors
Minnesota
$1.3M +$79.7K +328 +7%
TFA
1904
Teamwork Financial Advisors
Texas
$1.3M +$269K +1,108 +28%
GCA
1905
Gradient Capital Advisors
California
$1.3M -$56.1K -231 -4%
TA
1906
Tectonic Advisors
Texas
$1.3M -$16.3K -67 -1%
GC
1907
Gilbert & Cook
Iowa
$1.3M
BFO
1908
Biltmore Family Office
North Carolina
$1.29M -$243K -1,000 -17%
FA
1909
Fiducient Advisors
Illinois
$1.28M +$60K +247 +5%
LJAC
1910
L.J. Altfest & Co
New York
$1.28M +$12.4K +51 +1%
OPCM
1911
Osborne Partners Capital Management
California
$1.28M -$7.24M -29,796 -86%
AWS
1912
AJ Wealth Strategies
New York
$1.28M -$72.9K -300 -6%
AIM
1913
Artemis Investment Management
United Kingdom
$1.28M +$1.21M +5,000 New
RWA
1914
Redhawk Wealth Advisors
Minnesota
$1.28M +$132K +544 +12%
AIP
1915
Almanack Investment Partners
Pennsylvania
$1.27M +$58K +239 +5%
FEG
1916
Financial Enhancement Group
Indiana
$1.27M -$28.2K -116 -2%
JG
1917
Jefferies Group
New York
$1.27M -$268K -1,102 -18%
EFSCE
1918
Enterprise Financial Services Corp (EFSC)
Missouri
$1.27M +$3.4K +14 +0.3%
HL
1919
HeadInvest LLC
Maine
$1.26M +$3.64K +15 +0.3%
UAS
1920
United Asset Strategies
New York
$1.26M -$138K -570 -10%
PO
1921
Private Ocean
California
$1.25M +$1.19M +4,912 New
LJHT
1922
Laurie J. Hall Trustee
$1.25M -$12.1K -50 -1%
WSC
1923
Wellington Shields & Co
New York
$1.25M -$93.5K -385 -7%
AFC
1924
AFT Forsyth & Company
Florida
$1.25M
FNFDCM
1925
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.25M +$24.3K +100 +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.