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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
BWM
1951
BCGM Wealth Management
Indiana
$1.2M +$177K +729 +19%
RHJA
1952
Rice Hall James & Associates
California
$1.2M -$97.1K -400 -8%
SIC
1953
SFE Investment Counsel
California
$1.2M -$72.9K -300 -6%
DTL
1954
Dynamic Technology Lab
Singapore
$1.19M +$711K +2,929 +168%
PNAA
1955
Pictet North America Advisors
Switzerland
$1.19M
MAM
1956
McLean Asset Management
Virginia
$1.19M -$155K -638 -13%
LWM
1957
Liberty Wealth Management
California
$1.19M
SIM
1958
Sonora Investment Management
Arizona
$1.19M +$18K +74 +2%
GAM
1959
Gemmer Asset Management
California
$1.19M +$161K +662 +17%
CSWG
1960
Cardinal Strategic Wealth Guidance
Kentucky
$1.18M -$32.5K -134 -3%
WA
1961
Wambolt & Associates
Colorado
$1.18M -$23.1K -95 -2%
RIS
1962
Retirement Income Solutions
Michigan
$1.17M -$123K -508 -10%
RMC
1963
Resources Management Corp
Connecticut
$1.17M -$64.6K -266 -5%
CAGAS
1964
Capital Advisory Group Advisory Services
Minnesota
$1.17M +$132K +544 +14%
MMG
1965
Monetary Management Group
Missouri
$1.16M -$78.9K -325 -7%
PWSG
1966
Pacific Wealth Strategies Group
California
$1.16M -$35K -144 -3%
Edgewood Management
1967
Edgewood Management
Connecticut
$1.16M
NL
1968
NVWM LLC
Pennsylvania
$1.16M -$158K -652 -13%
AFS
1969
Axiom Financial Strategies
Indiana
$1.16M +$10.4K +43 +1%
PS
1970
Portfolio Solutions
Michigan
$1.16M -$7.29K -30 -0.7%
PP
1971
Prosperity Planning
Missouri
$1.16M +$486 +2 +0%
KMWM
1972
Keudell/Morrison Wealth Management
Oregon
$1.15M +$2.67K +11 +0.2%
LC
1973
LCNB Corp
Ohio
$1.15M
CB
1974
Cadence Bank
Mississippi
$1.15M -$50K -206 -4%
GB
1975
Goepper Burkhardt
South Carolina
$1.15M

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.