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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
MWM
2751
McNaughton Wealth Management
California
$310K +$41.4K +148 +15%
MIM
2752
MTM Investment Management
South Carolina
$309K
SFG
2753
Sunburst Financial Group
Alabama
$308K
BWCS
2754
Beirne Wealth Consulting Services
Connecticut
$307K
DFG
2755
Demars Financial Group
Washington
$306K -$53.1K -190 -15%
AWM
2756
Accel Wealth Management
Iowa
$306K -$1.4K -5 -0.5%
AAM
2757
American Asset Management
Florida
$306K
CCA
2758
Conestoga Capital Advisors
Pennsylvania
$306K
HCM
2759
Howard Capital Management
Georgia
$306K
MIG
2760
McGuire Investment Group
Rhode Island
$306K
RFG
2761
Range Financial Group
Oregon
$306K
TOCUITCONY
2762
Trustees of Columbia University in the City of New York
New York
$306K
ESCM
2763
Echo Street Capital Management
New York
$304K -$404K -1,447 -57%
ACM
2764
Alpha Capital Management
Texas
$304K -$2.79K -10 -0.9%
MAS
2765
Managed Account Services
Florida
$304K -$1.12K -4 -0.4%
GG
2766
Golden Green
South Carolina
$303K +$1.4K +5 +0.5%
SMG
2767
Smart Money Group
Texas
$303K +$83K +297 +21%
SAM
2768
Smithbridge Asset Management
Pennsylvania
$302K -$27.9K -100 -8%
FC
2769
Fusion Capital
South Carolina
$301K -$7.26K -26 -2%
APC
2770
Aspire Private Capital
North Carolina
$300K +$5.03K +18 +2%
PIFP
2771
Partners in Financial Planning
Virginia
$299K +$301K +1,077 New
TWP
2772
TFO Wealth Partners
Ohio
$299K -$69.9K -250 -19%
AFM
2773
Abbot Financial Management
Massachusetts
$299K
Q
2774
QVR
California
$299K +$216K +772 +253%
SPIO
2775
Seven Post Investment Office
California
$299K +$300K +1,074 New

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.