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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
IC
2626
Iconiq Capital
California
$397K
CM
2627
Cornerstone Management
Georgia
$397K
IAA
2628
Ironsides Asset Advisors
North Carolina
$396K -$97.8K -350 -20%
HCM
2629
HM Capital Management
Missouri
$396K
LWMM
2630
Legacy Wealth Management (Mississippi)
Mississippi
$395K
JWM
2631
JGP Wealth Management
Oregon
$394K +$55.6K +199 +16%
NL
2632
Navalign LLC
California
$394K +$396K +1,417 +141,700%
BAM
2633
Bellevue Asset Management
Washington
$392K -$559 -2 -0.1%
FA
2634
Financial Advisors
Massachusetts
$391K +$1.4K +5 +0.4%
BBNB
2635
Baker Boyer National Bank
Washington
$391K +$400K +1,431 New
AWM
2636
Act Wealth Management
Texas
$390K
DWM
2637
Defined Wealth Management
Oregon
$388K
CAM
2638
Cidel Asset Management
Ontario, Canada
$387K
APC
2639
Asset Planning Corporation
Tennessee
$387K +$92.8K +332 +31%
RF
2640
Rollins Financial
Georgia
$385K +$387K +1,385 New
GIM
2641
Guild Investment Management
California
$384K
DPI
2642
Diversified Portfolios Inc
Michigan
$379K
RSS
2643
Rosenblum Silverman Sutton
California
$379K
PIM
2644
Progressive Investment Management
Oregon
$378K
WFO
2645
Wealthgate Family Office
Colorado
$378K
SCP
2646
Silverleafe Capital Partners
Tennessee
$377K
OL
2647
Optas LLC
Texas
$376K
ACM
2648
Alethea Capital Management
Washington
$375K
BE
2649
Bonness Enterprises
District of Columbia
$375K
IIM
2650
Ipswich Investment Management
Massachusetts
$375K +$27.9K +100 +8%

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.