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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
BP
2376
Broadleaf Partners
Ohio
$609K
CWA
2377
Clearview Wealth Advisors
Oregon
$608K
OLA
2378
Oliver Luxxe Assets
New Jersey
$607K +$12.1K +50 +2%
FIA
2379
Foundations Investment Advisors
Arizona
$607K +$121K +499 +28%
SC
2380
Schoolcraft Capital
Colorado
$606K +$45.4K +187 +9%
VIM
2381
Vista Investment Management
Pennsylvania
$606K -$3.88K -16 -0.7%
ICP
2382
Interchange Capital Partners
Pennsylvania
$606K +$192K +790 +53%
CCP
2383
Clarkston Capital Partners
Michigan
$606K +$227K +935 +65%
WFM
2384
Wolff Financial Management
Michigan
$605K +$70.9K +292 +14%
CF
2385
Clarity Financial
Texas
$605K +$143K +587 +33%
PAM
2386
Palisade Asset Management
Minnesota
$604K
CWAF
2387
Core Wealth Advisors (Florida)
Florida
$604K +$27.4K +113 +5%
LWA
2388
Lenox Wealth Advisors
New York
$601K -$51.2K -211 -8%
BRA
2389
Biechele Royce Advisors
Indiana
$600K
SICM
2390
Sustainable Insight Capital Management
New York
$596K -$97.6K -402 -15%
ACWM
2391
Adams Chetwood Wealth Management
North Carolina
$596K +$21.9K +90 +4%
LC
2392
Landaas & Company
Wisconsin
$595K -$60.7K -250 -10%
MC
2393
Matisse Capital
Oregon
$595K +$30.4K +125 +6%
HG
2394
Harbor Group
New Hampshire
$593K -$9.23K -38 -2%
IA
2395
Inspire Advisors
Idaho
$592K -$155K -639 -22%
MCC
2396
Money Concepts Capital
Florida
$589K -$49.8K -205 -8%
HGWM
2397
Horst & Graben Wealth Management
Oregon
$589K -$3.64K -15 -0.6%
NED
2398
Nancy E. Dempze
$589K
FHC
2399
First Horizon Corporation
Tennessee
$586K -$18.7K -77 -3%
RCM
2400
Radnor Capital Management
Pennsylvania
$583K

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.