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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
EWA
2426
ERTS Wealth Advisors
Michigan
$550K +$5.83K +24 +1%
BSG
2427
Black Swift Group
Colorado
$549K -$48.3K -199 -8%
ABP
2428
Arthur B. Page
$549K -$40.6K -167 -7%
KCM
2429
Kornitzer Capital Management
Kansas
$549K +$1.21K +5 +0.2%
SI
2430
SimpliFi Inc
California
$549K +$31.8K +131 +6%
CSPAM
2431
Cary Street Partners Asset Management
Virginia
$549K +$134K +550 +34%
KIC
2432
Keating Investment Counselors
Florida
$548K -$12.1K -50 -2%
BA
2433
Ballew Advisors
Mississippi
$548K +$258K +1,062 +100%
PPW
2434
Pasadena Private Wealth
California
$546K +$46.1K +190 +10%
VBCG
2435
Valley Brook Capital Group
Pennsylvania
$545K +$8.5K +35 +2%
CISOA
2436
Capital Investment Services of America
Wisconsin
$543K -$14.8K -61 -3%
SRC
2437
Sage Rhino Capital
California
$543K +$25K +103 +5%
AA
2438
Advisory Alpha
Michigan
$541K -$262K -1,080 -34%
BSSFA
2439
Baron Silver Stevens Financial Advisors
Florida
$541K +$243 +1 +0%
PIA
2440
Powell Investment Advisors
Florida
$539K
Members Trust
2441
Members Trust
Florida
$537K +$5.58K +23 +1%
FA
2442
FC Advisory
Pennsylvania
$532K
CWM
2443
Centric Wealth Management
Illinois
$530K -$471K -1,939 -48%
AFS
2444
Access Financial Services
Minnesota
$530K
APSI
2445
Asset Planning Services Inc
Louisiana
$530K
WAM
2446
Winslow Asset Management
Ohio
$530K +$7.29K +30 +1%
VBFP
2447
Valtinson Bruner Financial Planning
Minnesota
$529K +$3.88K +16 +0.8%
BWP
2448
Bernardo Wealth Planning
Pennsylvania
$528K -$692K -2,849 -58%
LIM
2449
Lagoda Investment Management
New York
$528K
VCWA
2450
Vanguard Capital Wealth Advisors
Colorado
$525K

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.