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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
BWP
2726
Bernardo Wealth Planning
Pennsylvania
$323K -$253K -904 -44%
AHB
2727
Abner Herrman & Brock
New Jersey
$322K -$27.9K -100 -8%
HWA
2728
Heartwood Wealth Advisors
Virginia
$322K
AWA
2729
AmeriServ Wealth Advisors
Pennsylvania
$321K
CIC
2730
Cutler Investment Counsel
Oregon
$320K -$38.8K -139 -11%
CMBA
2731
C.M. Bidwell & Associates
Hawaii
$319K +$30.5K +109 +10%
FPIS
2732
Financial Planning & Information Services
Wisconsin
$318K -$6.99K -25 -2%
MKA
2733
M. Kulyk & Associates
Georgia
$318K -$559 -2 -0.2%
FFWM
2734
Future Financial Wealth Management
Ohio
$318K
CF
2735
Copperwynd Financial
Arizona
$318K +$3.91K +14 +1%
SMH
2736
Sanders Morris Harris
Texas
$318K +$50.9K +182 +19%
RDFA
2737
Ritter Daniher Financial Advisory
Ohio
$318K +$112K +400 +54%
SFA
2738
Souders Financial Advisors
Ohio
$317K +$18.4K +66 +6%
PCA
2739
Providence Capital Advisors
North Carolina
$316K +$56.2K +201 +21%
HS
2740
Horan Securities
United States
$316K +$135K +484 +74%
FIM
2741
FWL Investment Management
Texas
$315K -$41.9K -150 -12%
MCM
2742
Mattern Capital Management
Colorado
$315K
SHA
2743
Seneca House Advisors
Virginia
$315K +$14K +50 +5%
MWA
2744
MFA Wealth Advisors
Pennsylvania
$314K -$28.5K -102 -8%
OPTFSNA
2745
Old Point Trust & Financial Services N A
Virginia
$314K
JWM
2746
Janiczek Wealth Management
Colorado
$313K +$28.8K +103 +10%
TCPWM
2747
Traverso Chambers Private Wealth Management
California
$312K
OFA
2748
Oak Family Advisors
Illinois
$311K -$27.1K -97 -8%
DTC
2749
Davidson Trust Company
Washington
$311K -$6.99K -25 -2%
DE
2750
Day & Ennis
Georgia
$310K

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.