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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
CF
2501
Corrigan Financial
Rhode Island
$507K +$11.5K +41 +2%
FA
2502
Faithward Advisors
Pennsylvania
$507K -$26.5K -95 -5%
ACM
2503
AUA Capital Management
Pennsylvania
$507K
SPP
2504
Single Point Partners
Massachusetts
$506K +$508K +1,819 New
FWM
2505
Filbrandt Wealth Management
Wisconsin
$503K +$192K +688 +61%
BI
2506
Ballast Inc
Kentucky
$502K
LBC
2507
Lawrence B. Cohen
$501K -$97.8K -350 -16%
TWP
2508
Tower Wealth Partners
Pennsylvania
$500K
CWM
2509
Campbell Wealth Management
Virginia
$499K +$265K +950 +112%
KLWA
2510
Kelly Lawrence W & Associates
California
$498K
STC
2511
Sarah T. Connolly
$498K
TWP
2512
Tempus Wealth Planning
California
$495K +$14K +50 +3%
ACM
2513
AlphaStar Capital Management
North Carolina
$495K +$31.3K +112 +7%
VCG
2514
Vantage Consulting Group
Virginia
$493K +$117K +418 +31%
RPG
2515
Resource Planning Group
Georgia
$493K +$223K +799 +82%
BFA
2516
Beacon Financial Advisory
Ohio
$492K +$231K +825 +87%
MIM
2517
Merrion Investment Management
New Jersey
$491K
FFW
2518
Fusion Family Wealth
New York
$491K +$210K +750 +74%
PIA
2519
Powell Investment Advisors
Florida
$488K -$99.5K -356 -17%
JFGLC
2520
Johnson Financial Group LLC (Colorado)
Colorado
$488K +$47.8K +171 +11%
HWM
2521
Hemington Wealth Management
Virginia
$484K -$9.5K -34 -2%
WPC
2522
White Pine Capital
Minnesota
$483K
CAM
2523
Crestone Asset Management
Colorado
$482K -$4.19K -15 -0.9%
PA
2524
Probity Advisors
Texas
$482K +$46.4K +166 +11%
VWM
2525
Valley Wealth Managers
New Jersey
$481K +$124K +442 +34%

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.