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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
HCMG
1926
Howard Capital Management Group
California
$1.25M +$1.19M +4,883 New
CWM
1927
Calamos Wealth Management
Illinois
$1.24M +$136K +560 +13%
DAM
1928
Doheny Asset Management
California
$1.24M
WMP
1929
Wealth Management Partners
Arizona
$1.24M
MCM
1930
Maple Capital Management
Vermont
$1.24M
HBT
1931
Hills Bank & Trust
Iowa
$1.24M -$19.4K -80 -2%
AT
1932
Arden Trust
Delaware
$1.24M -$389K -1,603 -25%
CCP
1933
Cardan Capital Partners
Colorado
$1.23M
ECM
1934
Estabrook Capital Management
New York
$1.23M -$24.3K -100 -2%
MWM
1935
Mattern Wealth Management
Kansas
$1.23M -$26.7K -110 -2%
CCM
1936
Conway Capital Management
California
$1.23M -$48.6K -200 -4%
DA
1937
DSC Advisors
Illinois
$1.23M +$734K +3,023 +170%
GCAC
1938
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.22M -$4.13K -17 -0.4%
BWM
1939
BCS Wealth Management
Tennessee
$1.22M +$46.4K +191 +4%
FPFS
1940
First Personal Financial Services
North Carolina
$1.22M
ACM
1941
AlphaCrest Capital Management
New York
$1.22M -$254K -1,047 -18%
PSB
1942
Piscataqua Savings Bank
New Hampshire
$1.22M +$1.16M +4,762 New
RCA
1943
Rex Capital Advisors
Rhode Island
$1.21M
HRC
1944
Hoertkorn Richard Charles
$1.21M -$154K -634 -12%
ESB
1945
Essex Savings Bank
Connecticut
$1.21M
OAM
1946
Occidental Asset Management
California
$1.21M -$1.03M -4,232 -47%
HR
1947
Hardy Reed
Mississippi
$1.2M -$2.43K -10 -0.2%
SP
1948
SWS Partners
Ohio
$1.2M
OCM
1949
Orleans Capital Management
Louisiana
$1.2M
KOMWMG
1950
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.2M -$17.7K -73 -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.