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Berkshire Hathaway Class B

3,054 hedge funds and large institutions have $242B invested in Berkshire Hathaway Class B in 2021 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,162 increasing their positions, 1,241 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 82

15% more call options, than puts

Call options by funds: $4.97B | Put options by funds: $4.32B

8% more capital invested

Capital invested by funds: $225B → $242B (+$17.7B)

1% more funds holding

Funds holding: 3,0173,054 (+37)

1% more funds holding in top 10

Funds holding in top 10: 460463 (+3)

0.16% less ownership

Funds ownership: 66.22%66.06% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 1,162 | Existing positions reduced: 1,241

Holders
3,054
Holders Change
+37
Holders Change %
+1.23%
% of All Funds
53.16%
Holding in Top 10
463
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.65%
% of All Funds
8.06%
New
159
Increased
1,162
Reduced
1,241
Closed
82
Calls
$4.97B
Puts
$4.32B
Net Calls
+$644M
Net Calls Change
-$653M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
2476
Rempart Asset Management
Canada
$549K
CCG
2477
Capital CS Group
California
$542K
TF
2478
Trek Financial
Arizona
$540K +$38.8K +139 +8%
IWA
2479
IBEX Wealth Advisors
New Jersey
$539K +$542K +1,938 New
PWM
2480
Prentice Wealth Management
New York
$537K +$23.8K +85 +5%
CF
2481
Clarity Financial
Texas
$536K -$123K -440 -19%
AAM
2482
Augustine Asset Management
Florida
$534K -$30.2K -108 -5%
LB
2483
Leo Brokerage
Texas
$534K +$32.4K +116 +6%
TF
2484
TimeScale Financial
Massachusetts
$533K -$12.6K -45 -2%
HWM
2485
Hohimer Wealth Management
Washington
$532K -$2.52K -9 -0.5%
EB
2486
Eastern Bank
Massachusetts
$530K -$5.59K -20 -1%
EA
2487
Eclectic Associates
California
$529K +$10.6K +38 +2%
CFS
2488
Cannon Financial Strategists
Georgia
$529K +$152K +545 +40%
BG
2489
Bollard Group
Massachusetts
$528K
GWM
2490
Gitterman Wealth Management
New Jersey
$528K
HAS
2491
HBW Advisory Services
California
$525K +$26.8K +96 +5%
SPAS
2492
Spectrum Planning & Advisory Services
California
$524K
AWAP
2493
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$524K +$20.1K +72 +4%
GM
2494
GeoWealth Management
Illinois
$524K +$74.3K +266 +16%
FBC
2495
Fairfield, Bush & Co
Connecticut
$523K
TFP
2496
Triune Financial Partners
Kansas
$520K +$523K +1,872 New
CIA
2497
Cascade Investment Advisors
Oregon
$513K -$215K -770 -29%
OWA
2498
One Wealth Advisors
California
$513K +$38.8K +139 +8%
SWM
2499
Sugarloaf Wealth Management
Georgia
$509K +$12K +43 +2%
SFP
2500
Shepherd Financial Partners
Massachusetts
$508K +$11.5K +41 +2%

BRK.B Hedge Fund Activity: Q2 2021 in Review

3,054 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2021, worth a combined $242B — up 7.9% from $225B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BRK.B positions and 82 closed out — a net gain of 77 holders — while 1,162 added to existing stakes and 1,241 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.84B. The largest seller was Bank of America, cutting an estimated $468M.

  • 3,054 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2021, up from 3,017 in Q1 2021.
  • Funds reported $242B of Berkshire Hathaway Class B stock for Q2 2021, up 7.9% quarter-over-quarter.
  • 159 funds opened new Berkshire Hathaway Class B positions in Q2 2021 and 82 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2021 was Gates Foundation Trust, an estimated $1.84B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2021 was Bank of America, an estimated $468M sold.

Based on aggregated 13F filings for Q2 2021.