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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
SIM
2026
SSI Investment Management
California
$1.04M -$486 -2 -0%
PFA
2027
Pettinga Financial Advisors
Indiana
$1.04M -$32.1K -132 -3%
ODG
2028
O'Dell Group
Ohio
$1.04M +$60.7K +250 +7%
PWA
2029
Physician Wealth Advisors
Utah
$1.04M +$971 +4 +0.1%
RCG
2030
Rock Creek Group
District of Columbia
$1.04M -$1.75M -7,188 -64%
CA
2031
Crewe Advisors
Utah
$1.04M
KIG
2032
Kowal Investment Group
Wisconsin
$1.04M +$54.4K +224 +6%
MAWCM
2033
Mine & Arao Wealth Creation & Management
California
$1.03M
B
2034
Barings
North Carolina
$1.02M -$341K -1,404 -26%
SSWM
2035
Sheets Smith Wealth Management
North Carolina
$1.02M +$119K +490 +14%
RFN
2036
RDA Financial Network
Iowa
$1.02M -$42.5K -175 -4%
LFF
2037
Level Four Financial
Texas
$1.02M -$23.8K -98 -2%
LWP
2038
Legacy Wealth Planning
Nevada
$1.02M +$68K +280 +8%
NWA
2039
New World Advisors
Massachusetts
$1.02M -$280K -1,155 -22%
GSBTD
2040
Glenview State Bank Trust Department
Illinois
$1.02M
PCMK
2041
Paragon Capital Management (Kansas)
Kansas
$1.02M -$158K -650 -15%
HP
2042
Holowesko Partners
Bahamas
$1.01M
BWM
2043
Bulltick Wealth Management
Florida
$1.01M -$552K -2,275 -37%
RWI
2044
Red Wave Investments
Pennsylvania
$1.01M +$19.7K +81 +2%
ACM
2045
Armbruster Capital Management
New York
$1.01M
AIM
2046
ARGA Investment Management
Connecticut
$1M -$196K -806 -17%
GIP
2047
Greatmark Investment Partners
Georgia
$1M -$188K -775 -17%
RW
2048
RVW Wealth
California
$1M -$2.19K -9 -0.3%
PA
2049
Parkside Advisors
California
$1M
6F
2050
626 Financial
Michigan
$1M +$688K +2,834 New

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.