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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
UWPG
2551
Ullmann Wealth Partners Group
Florida
$449K +$83.8K +300 +23%
BB
2552
Bell Bank
North Dakota
$448K -$100K -358 -18%
CSM
2553
CAMG Solamere Management
North Carolina
$446K
SIC
2554
Shoker Investment Counsel
Ohio
$446K
BFM
2555
Boothbay Fund Management
New York
$445K -$1.77M -6,327 -80%
RB
2556
Rodgers Brothers
Pennsylvania
$445K
OHU
2557
Odey Holdings (UK)
United Kingdom
$445K +$447K +1,600 New
DLHL
2558
Donald L. Hagan LLC
Florida
$444K
CAM
2559
Campion Asset Management
Virginia
$443K
SW
2560
StrongBox Wealth
Missouri
$443K +$446K +1,595 New
DDPIC
2561
Deroy & Devereaux Private Investment Counsel
Michigan
$442K
EA
2562
Emerald Advisors
Washington
$442K +$15.4K +55 +4%
NFSG
2563
Newbridge Financial Services Group
Florida
$440K -$27.9K -100 -6%
MM
2564
Meridian Management
Arkansas
$440K +$442K +1,582 New
RVPG
2565
Relative Value Partners Group
$439K -$67.1K -240 -13%
CWA
2566
Carolina Wealth Advisors
South Carolina
$439K -$22.1K -79 -5%
AGA
2567
Arkos Global Advisors
Texas
$438K
BMA
2568
Brooks Moore & Associates
Tennessee
$438K
MIC
2569
Meridian Investment Counsel
California
$438K
SSC
2570
Syverson Strege & Co
Iowa
$438K +$23.5K +84 +6%
CM
2571
Capula Management
Cayman Islands
$438K +$440K +1,576 New
TF
2572
TRH Financial
Iowa
$437K
AIFAIM
2573
American Institute for Advanced Investment Management
Arizona
$437K +$14K +50 +3%
HWA
2574
Heritage Way Advisors
Illinois
$436K
DA
2575
DCM Advisors
New York
$436K +$95.3K +341 +28%

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.