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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
DFA
2351
DHJJ Financial Advisors
Illinois
$638K +$1.21K +5 +0.2%
AW
2352
Avion Wealth
Texas
$638K +$28.7K +118 +5%
SFWC
2353
Strategic Family Wealth Counselors
New Jersey
$634K +$97.1K +400 +19%
WTFG
2354
Wells Trecaso Financial Group
Ohio
$634K +$602K +2,480 New
HFBOT
2355
Home Federal Bank of Tennessee
Tennessee
$631K
CCM
2356
Coerente Capital Management
Ontario, Canada
$628K +$597K +2,459 New
CAM
2357
Congress Asset Management
Massachusetts
$624K -$16K -66 -3%
CCM
2358
Crossvault Capital Management
Texas
$624K -$2.91K -12 -0.5%
VWM
2359
Venturi Wealth Management
Texas
$624K
SFG
2360
StrategIQ Financial Group
Indiana
$624K +$8.01K +33 +1%
SFG
2361
Sovereign Financial Group
Connecticut
$624K +$209K +861 +54%
HPWM
2362
High Pines Wealth Management
Massachusetts
$623K +$255K +1,050 +76%
S
2363
Surevest
California
$622K -$11.2K -46 -2%
BBHC
2364
Brown Brothers Harriman & Co
New York
$621K -$93.2M -383,926 -14%
MWM
2365
Mascoma Wealth Management
New Hampshire
$620K +$256K +1,055 +77%
DWM
2366
Darwin Wealth Management
Florida
$618K -$256K -1,053 -30%
OF
2367
Outfitter Financial
Maine
$615K -$374K -1,540 -39%
VFP
2368
Verus Financial Partners
Virginia
$614K
SDWMA
2369
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K +$583K +2,402 New
RP
2370
Rowlandmiller & Partners
Georgia
$614K
WSCM
2371
Wellington Shields Capital Management
New York
$613K -$55.9K -230 -9%
RCM
2372
RNC Capital Management
California
$612K
MIM
2373
Marco Investment Management
Georgia
$610K +$97.6K +402 +20%
BIA
2374
Bigelow Investment Advisors
Maine
$609K -$10.7K -44 -2%
SHWM
2375
Silicon Hills Wealth Management
Texas
$609K -$6.07K -25 -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.