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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
MPIA
2301
Mountain Pacific Investment Advisers
Idaho
$691K
FEM
2302
Fulcrum Equity Management
Texas
$690K
BWFA
2303
Baltimore-Washington Financial Advisors
Maryland
$689K -$58.5K -241 -8%
CRCM
2304
Corbett Road Capital Management
Virginia
$687K -$75.3K -310 -10%
FPWM
2305
FSB Premier Wealth Management
Iowa
$687K +$60.7K +250 +10%
AIA
2306
Allied Investment Advisors
Montana
$685K +$85K +350 +15%
SNT
2307
Security National Trust
West Virginia
$685K +$651K +2,681 New
DSC
2308
Duncker Streett & Co
Missouri
$684K -$29.1K -120 -4%
DSN
2309
D. Scott Neal
Kentucky
$684K
IFAM
2310
Institutional & Family Asset Management
Colorado
$683K -$165K -679 -20%
EA
2311
Elm Advisors
California
$683K -$24.3K -100 -4%
KFI
2312
Key Financial Inc
Pennsylvania
$683K
CG
2313
CFO4Life Group
Texas
$682K
SWA
2314
Sax Wealth Advisors
New Jersey
$682K
SFO
2315
Standard Family Office
South Dakota
$681K -$69.7K -287 -10%
LB
2316
Legacy Bridge
Iowa
$681K -$13.6K -56 -2%
SIA
2317
SkyView Investment Advisors
New Jersey
$680K +$69.2K +285 +12%
SCI
2318
Stableford Capital II
Arizona
$678K -$329K -1,355 -34%
TCWM
2319
Total Clarity Wealth Management
Illinois
$678K +$17.7K +73 +3%
BCP
2320
Blue Chip Partners
Michigan
$678K +$52.2K +215 +9%
WMC
2321
Westwood Management Corporation
Illinois
$677K
AWM
2322
Atticus Wealth Management
Florida
$676K -$207K -851 -24%
KWM
2323
Keebeck Wealth Management
Illinois
$676K +$72.9K +300 +13%
MAM
2324
Marquette Asset Management
Minnesota
$675K -$73.3K -302 -10%
IC
2325
Inscription Capital
Texas
$675K

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.