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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
HI
2701
Human Investing
Oregon
$345K
RC
2702
RBF Capital
California
$345K
RIG
2703
Renaissance Investment Group
Massachusetts
$345K
WCWM
2704
Willow Creek Wealth Management
California
$345K +$16.5K +59 +5%
WWP
2705
Waypoint Wealth Partners
California
$344K -$33.5K -120 -9%
NEGWA
2706
New England Guild Wealth Advisors
Connecticut
$344K
C1AG
2707
Client 1st Advisory Group
Florida
$344K +$345K +1,236 New
IWA
2708
IVC Wealth Advisors
Pennsylvania
$343K -$69.9K -250 -17%
RWRC
2709
R.W. Roge & Company
New York
$342K
CCA
2710
Conservest Capital Advisors
Pennsylvania
$340K
FA
2711
Fermata Advisors
California
$340K +$341K +1,222 New
OWA
2712
Outlook Wealth Advisors
Texas
$339K
RWG
2713
Ratio Wealth Group
Colorado
$338K
CFG
2714
CMC Financial Group
Georgia
$334K -$27.9K -100 -8%
CL
2715
CIM LLC
New York
$334K
MMM
2716
Mendel Money Management
Illinois
$333K -$3.07K -11 -0.9%
DCM
2717
Driehaus Capital Management
Illinois
$333K +$335K +1,198 New
EIG
2718
Ellenbecker Investment Group
Wisconsin
$330K -$5.59K -20 -2%
RF
2719
RHS Financial
California
$329K
XT
2720
XTX Topco
Cayman Islands
$328K +$330K +1,181 New
PCA
2721
Private Capital Advisors
Connecticut
$327K
OGF
2722
Orin Green Financial
California
$327K +$108K +388 +49%
SSG
2723
Summit Securities Group
New York
$327K +$329K +1,176 New
BC
2724
Brio Consultants
California
$325K +$79.1K +283 +32%
RFM
2725
Royal Fund Management
Florida
$324K +$34.4K +123 +12%

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.