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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
PFG
2201
PAX Financial Group
Texas
$812K +$120K +495 +18%
PG
2202
Proffitt & Goodson
Tennessee
$811K -$19.2K -79 -2%
FIM
2203
Fernwood Investment Management
Massachusetts
$809K +$121K +497 +19%
PWAG
2204
Polaris Wealth Advisory Group
California
$808K +$21.9K +90 +3%
CST
2205
Charles Schwab Trust
Nevada
$806K -$442K -1,821 -37%
VCM
2206
Virtue Capital Management
Tennessee
$804K +$27K +111 +4%
NJBEST
2207
New Jersey Better Educational Savings Trust
New Jersey
$802K -$389K -1,600 -34%
AFA
2208
Atlanta Financial Associates
Georgia
$800K
CCC
2209
Chelsea Counsel Company
California
$800K
VST
2210
Van Strum & Towne
California
$800K
PHIMC
2211
Private Harbour Investment Management & Counsel
Ohio
$793K -$55.6K -229 -7%
GAM
2212
Gould Asset Management
California
$793K -$18.2K -75 -2%
TCM
2213
Tradewinds Capital Management
Washington
$793K -$6.07K -25 -0.8%
KCM
2214
Karp Capital Management
California
$793K +$38.6K +159 +5%
BP
2215
BCK Partners
New York
$792K +$26K +107 +4%
TC
2216
Tacita Capital
Ontario, Canada
$792K +$190K +781 +34%
GF
2217
Gries Financial
Ohio
$791K +$669K +2,756 New
GA
2218
Geller Advisors
New York
$789K -$13.6K -56 -2%
DWM
2219
Dorchester Wealth Management
Quebec, Canada
$785K -$19.4K -80 -3%
HCM
2220
Hengehold Capital Management
Ohio
$785K -$8.01K -33 -1%
WB
2221
Webster Bank
Connecticut
$785K -$243 -1 -0%
CA
2222
CGN Advisors
Kansas
$783K -$9.23K -38 -1%
CCM
2223
Campbell Capital Management
Florida
$783K
GBT
2224
Grove Bank & Trust
Florida
$783K +$170K +700 +30%
DMC
2225
Drexel Morgan & Co
Pennsylvania
$782K -$971 -4 -0.1%

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.