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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
BIM
2526
Bridgecreek Investment Management
Oklahoma
$476K +$59.8K +214 +14%
PSIWM
2527
Paradigm Strategies in Wealth Management
Minnesota
$475K +$478K +1,709 New
WFA
2528
Wipfli Financial Advisors
Wisconsin
$471K -$13.4K -48 -3%
RPGK
2529
Retirement Planning Group (Kansas)
Kansas
$471K +$4.19K +15 +0.9%
HFS
2530
HBC Financial Services
Washington
$470K -$5.59K -20 -1%
EWM
2531
Executive Wealth Management
Michigan
$468K -$15.4K -55 -3%
WQ
2532
Wealth Quarterback
New Jersey
$468K +$470K +1,683 New
BCM
2533
BTC Capital Management
Iowa
$467K
VC
2534
Veracity Capital
Georgia
$465K -$501K -1,794 -52%
CCM
2535
Chilton Capital Management
Texas
$462K -$559K -2,000 -55%
FCFC
2536
First Commonwealth Financial Corp
Pennsylvania
$462K -$32.1K -115 -6%
WF
2537
Williams Financial
Vermont
$462K +$279 +1 +0.1%
RBC
2538
Roble Belko & Company
Pennsylvania
$460K +$6.99K +25 +2%
OFW
2539
Omnia Family Wealth
Florida
$459K
JGUA
2540
John G. Ullman & Associates
New York
$458K
CMA
2541
Cedar Mountain Advisors
Oregon
$458K +$48.6K +174 +12%
LSA
2542
L & S Advisors
California
$457K
EFL
2543
ERn Financial LLC
Wisconsin
$457K +$6.15K +22 +1%
BAMG
2544
Brand Asset Management Group
Missouri
$453K +$5.59K +20 +1%
WFAG
2545
Wescott Financial Advisory Group
Pennsylvania
$452K -$4.75K -17 -1%
ZB
2546
Zions Bancorporation
Utah
$452K -$3.35K -12 -0.7%
CWM
2547
Cedar Wealth Management
California
$451K +$180K +645 +66%
AHC
2548
Anderson Hoagland & Co
Missouri
$451K +$184K +660 +69%
CTB
2549
Country Trust Bank
Illinois
$449K
TBNY
2550
Trustco Bank (New York)
New York
$449K

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.