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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
OHS
2276
Odey Holdings (Switzerland)
Switzerland
$715K +$267K +1,100 +65%
GDP
2277
Great Diamond Partners
Maine
$714K +$9.71K +40 +1%
CHJWM
2278
Carlton Hofferkamp & Jenks Wealth Management
Texas
$713K -$24.3K -100 -4%
FUBT
2279
First United Bank & Trust
Maryland
$713K -$9.71K -40 -1%
MCM
2280
MV Capital Management
Maryland
$713K +$114K +469 +20%
CFA
2281
CWS Financial Advisors
Michigan
$713K +$182K +750 +37%
SW
2282
SkyOak Wealth
Michigan
$710K
IWS
2283
Insight Wealth Strategies
California
$709K -$4.13K -17 -0.6%
CA
2284
Claro Advisors
Massachusetts
$708K -$3.64K -15 -0.5%
LOAME
2285
Lombard Odier Asset Management (Europe)
United Kingdom
$706K -$3.51M -14,438 -84%
JIP
2286
JBJ Investment Partners
South Carolina
$706K -$136K -561 -17%
IA
2287
IAM Advisory
Pennsylvania
$706K
CS
2288
Capital Square
Tennessee
$704K +$26.7K +110 +4%
BMC
2289
Beaton Management Company
Massachusetts
$704K +$29.1K +120 +5%
PWM
2290
PBMares Wealth Management
Virginia
$702K +$22.8K +94 +4%
CC
2291
Cornerstone Capital
California
$700K -$110K -455 -14%
BCM
2292
Bienville Capital Management
New York
$700K
PCS
2293
Personal CFO Solutions
New Jersey
$699K +$27K +111 +4%
WA
2294
Winfield Associates
Ohio
$697K -$164K -674 -20%
MAA
2295
Matrix Asset Advisors
New York
$697K -$22.3K -92 -3%
FMI
2296
F/M Investments
District of Columbia
$697K
IWAG
2297
Integer Wealth Advisors Group
Georgia
$695K +$635K +2,614 New
GWA
2298
GGM Wealth Advisors
Maryland
$694K +$97.1K +400 +19%
CC
2299
Centiva Capital
New York
$692K -$97.1K -400 -13%
LFA
2300
Legacy Financial Advisors
Kentucky
$691K -$84.8K -349 -11%

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.