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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
PFA
2901
Plotkin Financial Advisors
Maryland
$222K
SPI
2902
Santori & Peters Inc
Pennsylvania
$222K +$559 +2 +0.3%
1CP
2903
17 Capital Partners
Arizona
$222K +$224K +800 New
CCM
2904
Chiron Capital Management
Florida
$221K
HA
2905
Harborview Advisors
Maine
$220K
MLIC
2906
Mandatum Life Insurance Company
Finland
$220K +$222K +793 New
IAMOG
2907
Investors Asset Management of Georgia
Georgia
$218K +$219K +785 New
PA
2908
Planning Alternatives
Michigan
$217K -$14K -50 -6%
JAWM
2909
J. Arnold Wealth Management
Ohio
$217K +$218K +780 New
BCCM
2910
Bridge Creek Capital Management
Massachusetts
$216K -$6.99K -25 -3%
BWM
2911
Brickley Wealth Management
California
$215K +$216K +774 New
CCA
2912
Clearwater Capital Advisors
Illinois
$215K +$216K +774 New
BC
2913
Barnett & Company
Tennessee
$214K
T
2914
TRUADVICE
Florida
$212K +$211K +755 New
WEPOG
2915
Wealth Enhancement & Preservation of GA
Georgia
$212K +$213K +762 New
AS
2916
Altshuler Shaham
Israel
$211K +$130K +465 +159%
DA
2917
Doliver Advisors
Texas
$211K +$213K +761 New
GWAM
2918
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K +$211K +756 New
PAM
2919
Peninsula Asset Management
Florida
$210K +$212K +757 New
SIAG
2920
Safeguard Investment Advisory Group
California
$210K +$212K +758 New
FA
2921
Financial Advantage
Maryland
$208K
FWM
2922
Foresight Wealth Management
Utah
$208K +$210K +750 New
Mawer Investment Management
2923
Mawer Investment Management
Alberta, Canada
$208K +$210K +750 New
PA
2924
Prism Advisors
California
$208K +$210K +750 New
SWMP
2925
Signature Wealth Management Partners
New Jersey
$208K +$210K +750 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.