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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
KM
2676
Kalos Management
Georgia
$360K -$30.5K -109 -8%
CCM
2677
Cohen Capital Management
California
$360K
RPA
2678
Rock Point Advisors
Vermont
$359K
ZAM
2679
Zevin Asset Management
Massachusetts
$359K
AIA
2680
Alera Investment Advisors
Illinois
$359K +$5.59K +20 +2%
UWM
2681
USAdvisors Wealth Management
Minnesota
$358K -$156K -560 -30%
CWP
2682
CFM Wealth Partners
Texas
$358K
VFM
2683
Vivid Financial Management
California
$358K +$2.23K +8 +0.6%
CRIG
2684
Charter Research & Investment Group
Connecticut
$357K -$147K -525 -29%
SQA
2685
Simon Quick Advisors
New Jersey
$355K +$3.07K +11 +0.9%
AF
2686
AtlasMark Financial
Texas
$354K
RCA
2687
Ranch Capital Advisors
Florida
$353K -$12.3K -44 -3%
FVCM
2688
F&V Capital Management
Florida
$353K
CPC
2689
Consolidated Planning Corp
Georgia
$351K
BWM
2690
BT Wealth Management
Georgia
$351K +$56.2K +201 +19%
PCA
2691
Peddock Capital Advisors
Massachusetts
$350K
AGA
2692
Accuvest Global Advisors
Utah
$349K -$17.9K -64 -5%
HCA
2693
Harbour Capital Advisors
Virginia
$349K
MPPLM
2694
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$349K +$351K +1,256 New
BAM
2695
Blueshift Asset Management
New Jersey
$348K -$5.03M -17,985 -93%
TAM
2696
Trillium Asset Management
Massachusetts
$348K -$159K -570 -31%
MAM
2697
Mastrapasqua Asset Management
Tennessee
$347K
MWPCG
2698
Measured Wealth Private Client Group
New Hampshire
$347K
DAC
2699
Dividend Assets Capital
South Carolina
$346K
TIM
2700
Total Investment Management
Arizona
$345K -$103K -367 -23%

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.