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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
OFG
2651
Omega Financial Group
California
$374K
CMI
2652
Clare Market Investments
Texas
$374K -$88K -315 -19%
DR
2653
Davis Rea
Ontario, Canada
$372K -$1.96K -7 -0.5%
JEST
2654
JTC Employer Solutions Trustee
Jersey
$372K +$375K +1,341 New
CWM
2655
Chesapeake Wealth Management
Virginia
$371K -$50.9K -182 -12%
CL
2656
COWA LLC
Oklahoma
$371K -$21K -75 -5%
FA
2657
FC Advisory
Pennsylvania
$370K -$210K -750 -36%
CL
2658
CSS LLC
Illinois
$370K
BFG
2659
Barber Financial Group
Kansas
$369K -$2.52K -9 -0.7%
SCM
2660
SKBA Capital Management
California
$369K
MWM
2661
Maltin Wealth Management
New Jersey
$368K +$41.6K +149 +13%
ACP
2662
Aveo Capital Partners
Colorado
$368K +$50K +179 +16%
SP
2663
SWS Partners
Ohio
$367K -$946K -3,384 -72%
IAP
2664
Indie Asset Partners
Indiana
$367K -$14K -50 -4%
VFIC
2665
Valley Forge Investment Consultants
Pennsylvania
$367K
MAM
2666
Marotta Asset Management
Virginia
$365K -$15.1K -54 -4%
BDFN
2667
Bond & Devick Financial Network
Minnesota
$365K -$97.8K -350 -21%
WCM
2668
Wealthcare Capital Management
Virginia
$365K +$9.78K +35 +3%
SIA
2669
Strategic Investment Advisors
Michigan
$365K +$68.5K +245 +23%
SFP
2670
Sandbox Financial Partners
Maryland
$363K +$126K +450 +53%
FVWA
2671
Foster Victor Wealth Advisors
South Carolina
$362K -$1.4K -5 -0.4%
MCIA
2672
Mountain Capital Investment Advisors
Colorado
$362K
EWF
2673
Epstein & White Financial
California
$362K +$85.8K +307 +31%
CFG
2674
Compton Financial Group
Maryland
$361K +$11.2K +40 +3%
MFT
2675
Moisand Fitzgerald Tamayo
Florida
$360K -$95K -340 -21%

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.