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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
BHWA
2251
Beacon Harbor Wealth Advisors
Virginia
$750K +$10.9K +45 +2%
CWP
2252
Concord Wealth Partners
Virginia
$749K +$20.9K +86 +3%
IFO
2253
Independent Family Office
New York
$748K -$533K -2,196 -45%
NFP
2254
Narus Financial Partners
Utah
$748K +$711K +2,927 New
CPW
2255
Catalyst Private Wealth
California
$747K
BCM
2256
Boltwood Capital Management
California
$736K -$17.5K -72 -2%
SSA
2257
South Street Advisors
New York
$736K -$2.43K -10 -0.3%
TSS
2258
Two Sigma Securities
New York
$733K -$270K -1,113 -28%
CMP
2259
Courage Miller Partners
Virginia
$733K +$8.74K +36 +1%
VRM
2260
Vectors Research Management
New York
$732K +$25K +103 +4%
RWA
2261
RGT Wealth Advisors
Texas
$728K -$6.56K -27 -0.9%
CIS
2262
Capital International Sarl
California
$728K
RHAM
2263
Round Hill Asset Management
California
$726K -$14.6K -60 -2%
TLP
2264
Trinity Legacy Partners
Texas
$726K +$486 +2 +0.1%
SF
2265
Symphony Financial
Texas
$725K +$15.1K +62 +2%
HWA
2266
HHM Wealth Advisors
Tennessee
$724K -$17.2K -71 -2%
LAM
2267
L2 Asset Management
Massachusetts
$723K +$687K +2,829 New
ACM
2268
Ategra Capital Management
Virginia
$721K -$18K -74 -3%
MFGM
2269
Marshall Financial Group (Maryland)
Maryland
$720K -$29.6K -122 -4%
HHGA
2270
Halbert Hargrove Global Advisors
California
$720K +$243 +1 +0%
FNBOMD
2271
First National Bank of Mount Dora
Florida
$720K +$267K +1,100 +64%
APWM
2272
Atlas Private Wealth Management
New York
$719K +$101K +417 +17%
CWG
2273
Cornerstone Wealth Group
North Carolina
$718K +$81.6K +336 +15%
CT
2274
Clearstead Trust
Maine
$717K -$1.2M -4,938 -64%
AWM
2275
Aevitas Wealth Management
Massachusetts
$715K -$10.9K -45 -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.