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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
DWM
2001
Dakota Wealth Management
Florida
$1.09M -$52.9K -218 -5%
FNWM
2002
Financial Network Wealth Management
Utah
$1.09M -$14.1K -58 -1%
NI
2003
NFC Investments
Tennessee
$1.09M
PP
2004
Patten & Patten
Tennessee
$1.09M +$20.9K +86 +2%
TP
2005
Tranquility Partners
Tennessee
$1.09M +$27.2K +112 +3%
FPGK
2006
Financial Partners Group (Kansas)
Kansas
$1.08M -$24K -99 -2%
MAM
2007
McCarthy Asset Management
California
$1.07M +$338K +1,391 +49%
LWP
2008
Lumature Wealth Partners
Georgia
$1.07M +$242K +995 +31%
PCG
2009
Private Capital Group
Connecticut
$1.07M -$437K -1,800 -30%
SHJ
2010
Sharkey, Howes & Javer
Colorado
$1.07M
GCM
2011
Gibraltar Capital Management
Oklahoma
$1.07M -$42.5K -175 -4%
FFA
2012
Founders Financial Alliance
North Carolina
$1.07M +$69.7K +287 +8%
WWMSC
2013
Wagner Wealth Management (South Carolina)
South Carolina
$1.06M +$711K +2,929 +236%
SLT
2014
St Louis Trust
Missouri
$1.06M +$243K +1,000 +32%
DSA
2015
Droms Strauss Advisors
Missouri
$1.06M +$1M +4,136 New
BST
2016
Bath Savings Trust
Maine
$1.06M -$72.9K -300 -7%
SAF
2017
Smith Anglin Financial
Texas
$1.06M +$330K +1,357 +49%
AIM
2018
Alhambra Investment Management
Florida
$1.06M +$1.01M +4,145 New
FLI
2019
Family Legacy Inc
South Carolina
$1.05M -$14.8K -61 -1%
NSAM
2020
North Star Asset Management
Wisconsin
$1.05M -$2.43K -10 -0.2%
HZ
2021
Hixon Zuercher
Ohio
$1.05M
HFA
2022
Hoover Financial Advisors
Pennsylvania
$1.05M -$93K -383 -9%
WI
2023
Wedgewood Investors
Pennsylvania
$1.05M
BHA
2024
Beech Hill Advisors
New York
$1.05M
ALAM
2025
Asahi Life Asset Management
Japan
$1.04M -$165K -680 -14%

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.