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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
HIM
2851
Hanlon Investment Management
New Jersey
$250K
IAS
2852
Investment Advisory Services
Texas
$250K +$251K +900 New
QTM
2853
qPULA Trading Management
New York
$250K +$251K +900 New
BIP
2854
Blueprint Investment Partners
North Carolina
$249K -$44.7K -160 -15%
TNAM
2855
Terra Nova Asset Management
New York
$249K -$18.2K -65 -7%
CRI
2856
Colonial River Investments
Virginia
$249K +$14K +50 +6%
MCM
2857
Monument Capital Management
Virginia
$249K +$15.1K +54 +6%
BFWA
2858
Benchmark Financial Wealth Advisors
Florida
$249K +$22.9K +82 +10%
EI
2859
Ellevest Inc
New York
$249K +$142K +509 +132%
COF
2860
Capital One Financial
Virginia
$246K -$9.22K -33 -4%
RA
2861
Rodgers & Associates
Pennsylvania
$245K -$10.1K -36 -4%
AWM
2862
Affinity Wealth Management
Delaware
$245K
BMD
2863
Better Money Decisions
New Mexico
$245K
SJIM
2864
St. Johns Investment Management
Florida
$245K
SAM
2865
Synergy Asset Management
Washington
$244K +$245K +878 New
II
2866
Ibex Investors
Colorado
$240K
NFG
2867
Northeast Financial Group
Pennsylvania
$240K
JA
2868
JVL Associates
Michigan
$239K +$240K +859 New
ACM
2869
Ayrshire Capital Management
Connecticut
$238K -$15.6K -56 -6%
BEI
2870
Benjamin Edwards Inc
Missouri
$238K
CCP
2871
Cassia Capital Partners
North Carolina
$238K +$239K +855 New
GPA
2872
Guidance Point Advisors
Massachusetts
$237K -$5.03K -18 -2%
ATWA
2873
Arbor Trust Wealth Advisors
Michigan
$237K
CFSG
2874
Clark Financial Services Group
Missouri
$237K
NEIRG
2875
New England Investment & Retirement Group
Massachusetts
$236K +$3.63K +13 +2%

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.