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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
MFG
2876
Menard Financial Group
Texas
$236K +$237K +849 New
PWMG
2877
Pinnacle Wealth Management Group
Michigan
$236K +$238K +850 New
WA
2878
Wealthstar Advisors
Texas
$235K +$237K +849 New
SCM
2879
Seascape Capital Management
New Hampshire
$234K +$5.59K +20 +2%
WCA
2880
Westover Capital Advisors
Delaware
$233K
BA
2881
BCM Advisors
Louisiana
$232K
FM
2882
Foster & Motley
Ohio
$232K +$3.91K +14 +2%
CWA
2883
Centennial Wealth Advisory
Michigan
$231K +$232K +831 New
IHWM
2884
Iron Horse Wealth Management
Iowa
$230K
HCM
2885
Hilton Capital Management
New York
$229K
SWM
2886
Shakespeare Wealth Management
Wisconsin
$229K
GAM
2887
Geier Asset Management
Maryland
$228K -$21K -75 -8%
PP
2888
PrairieView Partners
Minnesota
$228K +$279 +1 +0.1%
ONST
2889
Old North State Trust
North Carolina
$228K +$22.4K +80 +11%
CICI
2890
Capital Investment Counsel Inc
North Carolina
$228K +$229K +820 New
GA
2891
Gateway Advisory
New Jersey
$227K +$2.79K +10 +1%
OBWP
2892
O'Brien Wealth Partners
Massachusetts
$227K +$227K +811 New
PD
2893
Planning Directions
Pennsylvania
$227K +$229K +818 New
TA
2894
Townsend & Associates
Colorado
$226K
WLPWM
2895
Walled Lake Planning & Wealth Management
Illinois
$226K
CSIA
2896
Charles Schwab Investment Advisory
California
$225K +$227K +811 New
TF
2897
TLWM Financial
Texas
$225K +$227K +811 New
JSA
2898
Jacobson & Schmitt Advisors
Wisconsin
$224K -$14K -50 -6%
JWM
2899
Jackson Wealth Management
Florida
$224K
WWA
2900
WC Walker & Associates
California
$224K

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.