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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
GSC
2051
G&S Capital
Colorado
$998K
RZH
2052
Relyea Zuckerberg Hanson
Connecticut
$990K -$37.9K -156 -4%
BT
2053
Brandywine Trust
Delaware
$990K
ARG
2054
Advisory Resource Group
Oklahoma
$984K -$94K -387 -9%
BIA
2055
Biondo Investment Advisors
Pennsylvania
$984K
SWA
2056
Sutton Wealth Advisors
Florida
$984K +$8.26K +34 +0.9%
HFA
2057
HC Financial Advisors
California
$982K
CNB
2058
Camden National Bank
Maine
$982K +$57.1K +235 +7%
CNC
2059
Camden National Corporation
Maine
$982K +$933K +3,844 New
CMO
2060
Covenant Multifamily Offices
Texas
$981K +$932K +3,839 New
4WM
2061
44 Wealth Management
Oregon
$980K -$14.1K -58 -1%
KFP
2062
KMG Fiduciary Partners
Ohio
$978K +$9.71K +40 +1%
AIC
2063
Archer Investment Corporation
Indiana
$976K +$93.3K +384 +11%
THWM
2064
Taylor Hoffman Wealth Management
Virginia
$972K -$3.16K -13 -0.3%
AO
2065
Advisor OS
Illinois
$972K
LWIC
2066
Leith Wheeler Investment Counsel
British Columbia, Canada
$972K
GHA
2067
GW Henssler & Associates
Georgia
$971K -$2.43K -10 -0.3%
BWP
2068
BSW Wealth Partners
Colorado
$971K +$45.4K +187 +5%
W
2069
WealthOne
New York
$971K +$208K +857 +29%
AWM
2070
AllSquare Wealth Management
New York
$969K +$92K +379 +11%
AFG
2071
Alterity Financial Group
Maine
$969K +$667K +2,745 New
JGIA
2072
Jackson Grant Investment Advisers
Connecticut
$967K +$9.71K +40 +1%
CWP
2073
Curated Wealth Partners
California
$966K +$115K +472 +14%
WAOTB
2074
Wealth Advisors of Tampa Bay
Florida
$965K +$36.4K +150 +4%
SGK
2075
Steigerwald Gordon & Koch
Virginia
$963K

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.