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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
EW
2401
Element Wealth
Mississippi
$581K
EWP
2402
Engrave Wealth Partners
Texas
$579K +$18.7K +77 +4%
OR
2403
Olympiad Research
Connecticut
$578K -$55.9K -230 -9%
CAG
2404
Compass Advisory Group
New York
$577K
SWP
2405
ShoreHaven Wealth Partners
New Jersey
$577K
SSCA
2406
South Shore Capital Advisors
Massachusetts
$576K -$410K -1,687 -43%
AAIM
2407
American Assets Investment Management
California
$575K
OA
2408
Oxbow Advisors
Texas
$575K
PC
2409
Port Capital
Illinois
$574K
SWP
2410
Strategic Wealth Partners
Ohio
$574K
PPSG
2411
Princeton Portfolio Strategies Group
New Jersey
$573K -$48.6K -200 -8%
CFD
2412
Creative Financial Designs
Indiana
$571K -$127K -525 -19%
TC
2413
Trilogy Capital
California
$571K
WDG
2414
Wealth Dimensions Group
Ohio
$571K +$9.47K +39 +2%
TCM
2415
Towercrest Capital Management
Pennsylvania
$569K -$7.29K -30 -1%
TA
2416
Trellis Advisors
Washington
$569K +$2.43K +10 +0.5%
AWMG
2417
Alliance Wealth Management Group
New Jersey
$568K -$7.29K -30 -1%
FNBTCON
2418
First National Bank & Trust Co of Newtown
Pennsylvania
$568K
OCM
2419
One Capital Management
California
$560K -$93.5K -385 -15%
CWM
2420
Concentric Wealth Management
California
$560K +$4.86K +20 +0.9%
CT
2421
Columbia Trust
Oregon
$556K -$5.58K -23 -1%
DP
2422
Denver PWM
Colorado
$555K +$12.9K +53 +2%
SWIG
2423
Strategic Wealth Investment Group
Kentucky
$554K -$1.46K -6 -0.3%
MGAM
2424
McGowan Group Asset Management
Texas
$554K +$65.6K +270 +14%
LBC
2425
Lawrence B. Cohen
$550K

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.