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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
CRWM
2326
Castle Rock Wealth Management
California
$674K -$3.64K -15 -0.6%
KPWG
2327
KFA Private Wealth Group
Virginia
$674K +$193K +795 +43%
OPWM
2328
Oakwell Private Wealth Management
Texas
$672K -$22.3K -92 -3%
SIS
2329
Sound Income Strategies
Florida
$671K +$212K +874 +50%
CIA
2330
Cascade Investment Advisors
Oregon
$668K +$611K +2,516 +2,516%
CYG
2331
Clean Yield Group
Vermont
$666K -$19.4K -80 -3%
MNBTD
2332
Moody National Bank Trust Division
Texas
$666K +$5.34K +22 +0.9%
UBV
2333
United Bank (Virginia)
Virginia
$666K +$36.4K +150 +6%
CCA
2334
Cadent Capital Advisors
Oklahoma
$663K -$48.6K -200 -7%
FCA
2335
FinTrust Capital Advisors
South Carolina
$661K +$82.8K +341 +15%
AWA
2336
Aaron Wealth Advisors
Illinois
$660K +$8.74K +36 +1%
AA
2337
Auxano Advisors
Washington
$659K +$96.7K +398 +18%
MS
2338
Madden Securities
Texas
$655K -$304K -1,253 -33%
TFF
2339
The Family Firm
Maryland
$654K
CIG
2340
Cairn Investment Group
Washington
$651K
BHBT
2341
Burke & Herbert Bank & Trust
Virginia
$650K -$4.86K -20 -0.8%
WI
2342
WrapManager Inc
California
$650K +$83.8K +345 +16%
RIM
2343
Rockbridge Investment Management
New York
$649K -$65.8K -271 -10%
ESCM
2344
Echo Street Capital Management
New York
$649K +$172K +708 +39%
CGA
2345
Crescent Grove Advisors
Illinois
$646K
PFC
2346
Phocas Financial Corp
California
$646K +$614K +2,530 New
APSP
2347
Asset Planning Services (Pennsylvania)
Pennsylvania
$643K
CCM
2348
Colorado Capital Management
Colorado
$640K -$13.4K -55 -2%
XS
2349
XR Securities
Illinois
$639K +$280K +1,155 +86%
GG
2350
Gleason Group
Kentucky
$638K

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.