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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
AL
2151
ACAS LLC
California
$868K +$825K +3,398 New
AC
2152
Aristides Capital
Kentucky
$867K
AMG
2153
Advisors Management Group
Wisconsin
$864K +$1.21K +5 +0.1%
PC
2154
Permit Capital
Pennsylvania
$860K -$11.9K -49 -1%
EFM
2155
E Fund Management
China
$856K +$814K +3,352 New
DS
2156
DRW Securities
Illinois
$855K +$813K +3,347 New
FNB
2157
Farmers National Bank
Kentucky
$853K -$20.9K -86 -3%
NIC
2158
Northwest Investment Counselors
Oregon
$853K -$35.2K -145 -4%
GPA
2159
Garrison Point Advisors
California
$853K
RWB
2160
RMR Wealth Builders
New Jersey
$853K +$92.3K +380 +13%
FFG
2161
Ford Financial Group
California
$853K +$149K +612 +22%
BAAM
2162
Baker Avenue Asset Management
California
$852K -$66.3K -273 -8%
AWA
2163
Acorn Wealth Advisors
Michigan
$851K -$12.6K -52 -2%
TWM
2164
Triton Wealth Management
Arizona
$851K +$55.4K +228 +8%
FNBOSM
2165
First National Bank of South Miami
Florida
$850K -$1.7K -7 -0.2%
LWAM
2166
Legacy Wealth Asset Management
Minnesota
$850K +$7.04K +29 +0.9%
AFAS
2167
Acorn Financial Advisory Services
Virginia
$848K +$45.2K +186 +6%
RP
2168
Riverbridge Partners
Minnesota
$846K +$3.16K +13 +0.4%
SB
2169
Sunflower Bank
Texas
$844K +$971 +4 +0.1%
CCM
2170
Crew Capital Management
Ohio
$844K +$803K +3,305 New
SWMG
2171
Strategic Wealth Management Group
Maryland
$842K
SIC
2172
Sigma Investment Counselors
Michigan
$838K -$38.9K -160 -5%
BMM
2173
Buffington Mohr McNeal
Idaho
$837K +$36.4K +150 +5%
BCA
2174
Biltmore Capital Advisors
New Jersey
$837K +$428K +1,763 +117%
KLCM
2175
KG&L Capital Management
Louisiana
$836K -$1.94K -8 -0.2%

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.