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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
BCP
2576
Berkeley Capital Partners
Georgia
$432K +$6.99K +25 +2%
GAB
2577
German American Bancorp
Indiana
$431K +$32.1K +115 +8%
CHA
2578
Cooper/Haims Advisors
New York
$430K -$86.6K -310 -17%
ETI
2579
Enterprise Trust & Investment
California
$430K
SVCP
2580
Silicon Valley Capital Partners
California
$430K +$8.1K +29 +2%
HAIM
2581
Hunter Associates Investment Management
Pennsylvania
$429K -$1.09M -3,895 -72%
HAFS
2582
Hapanowicz & Associates Financial Services
Pennsylvania
$429K
CAM
2583
Costello Asset Management
Pennsylvania
$427K -$2.95M -10,558 -87%
COCM
2584
Charter Oak Capital Management
New Hampshire
$425K
CP
2585
Capital Planning
Washington
$424K -$2.52K -9 -0.6%
WCWM
2586
Wooster Corthell Wealth Management
Connecticut
$424K -$1.12K -4 -0.3%
HCP
2587
Hexagon Capital Partners
Arkansas
$423K +$77.7K +278 +22%
BDWCC
2588
B&D White Capital Company
Texas
$421K +$11.2K +40 +3%
AHC
2589
Adell Harriman & Carpenter
Texas
$420K -$48.9K -175 -10%
CWM
2590
Cahaba Wealth Management
Georgia
$420K -$79.1K -283 -16%
SAM
2591
Sawgrass Asset Management
Florida
$419K +$27.9K +100 +7%
CGH
2592
CMG Global Holdings
Texas
$419K +$421K +1,508 New
BWM
2593
BNC Wealth Management
Oregon
$418K
FFG
2594
Fortem Financial Group
California
$417K
SAM
2595
Selway Asset Management
$417K
T
2596
TrueFG
Texas
$417K
LBA
2597
Lowell Blake & Associates
Massachusetts
$416K +$125K +446 +42%
PPWM
2598
PFG Private Wealth Management
Florida
$415K
WDC
2599
Woodward Diversified Capital
California
$414K -$12.3K -44 -3%
MHR
2600
Matthew Hamilton Rosenberg
$414K +$23.5K +84 +6%

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.