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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
MHC
2826
Meyer Handelman Company
New York
$267K
IF
2827
IRON Financial
Illinois
$267K +$269K +961 New
CPSC
2828
Carl P. Sherr & Co
Massachusetts
$266K -$27.9K -100 -9%
BEC
2829
Blue Edge Capital
Virginia
$265K
DP
2830
Divergent Planning
Maryland
$265K
LFPWM
2831
Leicht Financial Planning & Wealth Management
New Jersey
$265K
CPC
2832
Cookson Peirce & Co
Pennsylvania
$265K +$266K +952 New
MWP
2833
MYCIO Wealth Partners
Pennsylvania
$264K
HFS
2834
Howard Financial Services
Texas
$263K
SFPG
2835
Stonebridge Financial Planning Group
Florida
$263K
ACM
2836
Alamar Capital Management
California
$261K
FA
2837
Fountainhead AM
New Jersey
$259K
MA
2838
Mosaic Advisors
Texas
$258K -$3.35K -12 -1%
FAN
2839
Financial Advisors Network
California
$257K
DBIA
2840
Dumont & Blake Investment Advisors
New Jersey
$256K -$140K -500 -35%
MG
2841
Meritage Group
California
$256K +$257K +921 New
WCFA
2842
Walkner Condon Financial Advisors
Wisconsin
$255K -$123K -441 -32%
DC
2843
Derby & Company
Massachusetts
$255K
PAA
2844
Peregrine Asset Advisers
Oregon
$254K
MAM
2845
MMA Asset Management
Pennsylvania
$254K +$12.6K +45 +5%
RQS
2846
Ramsey Quantitative Systems
Kentucky
$253K +$254K +910 New
WIM
2847
Westside Investment Management
California
$251K
ASA
2848
Armstrong Shaw Associates
Connecticut
$250K
DLG
2849
Daniel L. Goodwin
$250K
EARNEST Partners
2850
EARNEST Partners
Georgia
$250K

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.