We are live on ! Find out more
BRK.B icon

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
TIM
2926
Thompson Investment Management
Wisconsin
$208K +$210K +750 New
CCA
2927
Catalyst Capital Advisors
New York
$206K -$115K -410 -36%
TVWM
2928
Tower View Wealth Management
Wisconsin
$206K -$83.8K -300 -29%
JPG
2929
Jordan Park Group
California
$206K +$207K +742 New
FRA
2930
Front Row Advisors
California
$205K -$1.12K -4 -0.6%
LPWM
2931
Lake Point Wealth Management
Texas
$205K +$206K +736 New
SPA
2932
Sentinel Pension Advisors
Massachusetts
$205K +$206K +737 New
AIM
2933
Axiom Investment Management
New York
$204K +$205K +732 New
SRSA
2934
S.R. Schill & Associates
Washington
$204K +$205K +734 New
GIM
2935
Grassi Investment Management
California
$202K +$203K +726 New
FSC
2936
Full Sail Capital
Oklahoma
$201K -$24.6K -88 -11%
AWP
2937
Accretive Wealth Partners
New Jersey
$201K +$203K +725 New
FC
2938
Fulcrum Capital
Washington
$200K -$84.9K -304 -30%
SA
2939
Shilanski & Associates
Alaska
$200K +$201K +721 New
APWA
2940
Atlas Private Wealth Advisors
New Jersey
$198K +$5.59K +20 +3%
AC
2941
AlphaCore Capital
California
$197K +$198K +709 New
KFP
2942
KB Financial Partners
New Jersey
$189K -$279 -1 -0.1%
APW
2943
Acima Private Wealth
Virginia
$189K
HIM
2944
Hillsdale Investment Management
Ontario, Canada
$188K -$82.4K -295 -30%
FA
2945
Fortis Advisors
Pennsylvania
$187K
SVCF
2946
Silicon Valley Community Foundation
California
$185K -$19.6K -70 -10%
AIM
2947
Arcadia Investment Management
Michigan
$183K -$14.3K -51 -7%
SIA
2948
Sit Investment Associates
Minnesota
$183K
FWC
2949
First Washington Corp
Washington
$181K
MIM
2950
Macroview Investment Management
Maryland
$181K

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.