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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
RWM
2776
RBA Wealth Management
California
$298K -$10.9K -39 -4%
FFG
2777
Fullen Financial Group
Ohio
$298K +$300K +1,073 New
BA
2778
Ballew Advisors
Mississippi
$297K -$297K -1,062 -50%
OF
2779
Outfitter Financial
Maine
$296K -$375K -1,343 -56%
HWM
2780
Howard Wealth Management
Connecticut
$296K +$9.78K +35 +3%
UCMOK
2781
United Capital Management of KS
Kansas
$295K +$297K +1,062 New
NEPPG
2782
New England Professional Planning Group
Rhode Island
$293K -$27.9K -100 -9%
LAM
2783
LifePro Asset Management
California
$293K +$30.7K +110 +12%
KBFS
2784
Kohmann Bosshard Financial Services
Ohio
$293K +$41.9K +150 +17%
GC
2785
GFG Capital
Florida
$292K -$236K -846 -45%
CIS
2786
Connors Investor Services
Pennsylvania
$292K -$112K -400 -28%
CCM
2787
Carderock Capital Management
Maryland
$292K -$14K -50 -5%
BCM
2788
Brasada Capital Management
Texas
$292K
TA
2789
TruWealth Advisors
Louisiana
$292K +$62.9K +225 +27%
HFM
2790
Harvest Fund Management
China
$291K +$79.6K +285 +38%
PCTC
2791
Perkins Coie Trust Company
Washington
$290K -$96.4K -345 -25%
AA
2792
Addison Advisors
Vermont
$290K +$291K +1,042 New
CAN
2793
Claraphi Advisory Network
United States
$288K -$28.2K -101 -9%
MA
2794
MJP Associates
Connecticut
$288K +$12.6K +45 +5%
CFG
2795
CKW Financial Group
Hawaii
$287K
GHAM
2796
Gilman Hill Asset Management
Connecticut
$287K +$41.9K +150 +17%
DW
2797
Domani Wealth
Pennsylvania
$286K
PIM
2798
Provident Investment Management
Michigan
$286K +$19.6K +70 +7%
MC
2799
Miramar Capital
Illinois
$284K
AC
2800
Arjuna Capital
North Carolina
$283K

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.