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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
ML
2601
McAdam LLC
Pennsylvania
$414K +$78K +279 +23%
TFGT
2602
TS Financial Group (TSFG)
Illinois
$413K +$21K +75 +5%
AL
2603
ADE LLC
Maryland
$412K
4WM
2604
44 Wealth Management
Oregon
$411K -$659K -2,357 -61%
FSWA
2605
Financial Synergies Wealth Advisors
Texas
$410K
HFA
2606
High Falls Advisors
New York
$410K -$410K -1,468 -50%
NPT
2607
Nixon Peabody Trust
Massachusetts
$410K -$124K -445 -23%
CIAS
2608
CBIZ Investment Advisory Services
Ohio
$410K
RFO
2609
RiverGlades Family Offices
Florida
$410K
CG
2610
Corundum Group
Colorado
$409K +$559 +2 +0.1%
RRCM
2611
Rappaport Reiches Capital Management
Illinois
$406K +$408K +1,460 New
BAM
2612
Boyar Asset Management
New York
$405K +$4.19K +15 +1%
CC
2613
Claybrook Capital
Massachusetts
$404K -$3.32M -11,866 -89%
SFG
2614
SevenBridge Financial Group
Pennsylvania
$404K -$55.9K -200 -12%
CWM
2615
CCG Wealth Management
California
$404K -$19.8K -71 -5%
HWMA
2616
Heritage Wealth Management (Arizona)
Arizona
$402K -$149K -534 -27%
ERWM
2617
Elk River Wealth Management
Colorado
$402K -$95K -340 -19%
VWA
2618
VERITY Wealth Advisors
United States
$401K -$27.9K -100 -6%
BI
2619
Blooom Inc
Kansas
$401K -$279 -1 -0%
BWL
2620
Bogart Wealth LLC
Virginia
$401K +$28.2K +101 +8%
VRM
2621
Vectors Research Management
New York
$398K -$400K -1,433 -50%
1IA
2622
1834 Investment Advisors
Wisconsin
$398K
HC
2623
HNP Capital
New York
$398K
CWM
2624
Curi Wealth Management
North Carolina
$398K +$4.19K +15 +1%
ME
2625
McIlrath & Eck
Washington
$398K +$45.3K +162 +13%

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.