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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
MFA
2951
McClarren Financial Advisors
Pennsylvania
$180K
WPA
2952
West Paces Advisors
Georgia
$170K +$4.75K +17 +3%
WWM
2953
Wolff Wiese Magana
California
$169K +$29.1K +104 +21%
IBOK
2954
Independence Bank of Kentucky
Kentucky
$168K
LD
2955
Lipe & Dalton
New York
$168K +$15.4K +55 +10%
RCM
2956
Ravenstone Capital Management
$168K +$169K +603 New
OSNBOA
2957
Old Second National Bank of Aurora
Illinois
$161K
AIG
2958
American International Group
New York
$154K -$2.68M -9,587 -2%
ACM
2959
Adalta Capital Management
New York
$154K
AWM
2960
Avondale Wealth Management
Texas
$153K +$55.9K +200 +57%
FFA
2961
Freedman Financial Associates
Massachusetts
$152K +$22.9K +82 +18%
State Farm Mutual Automobile Insurance
2962
State Farm Mutual Automobile Insurance
Illinois
$150K
ASBI
2963
American State Bank (Iowa)
Iowa
$148K -$22.4K -80 -13%
TFIPS
2964
Towarzystwo Funduszy Inwestycyjnych PZU SA
$147K +$16.8K +60 +13%
CBT
2965
Central Bank & Trust
Kentucky
$146K
CP
2966
Cumberland Partners
Ontario, Canada
$142K
SAM
2967
Sycomore Asset Management
France
$139K
TI
2968
Truehand Inc
New Hampshire
$139K
TFA
2969
Toth Financial Advisory
Virginia
$138K -$2.79K -10 -2%
SGAM
2970
Smith Group Asset Management
Texas
$136K -$27.9K -100 -17%
RA
2971
Resolute Advisors
California
$135K +$5.31K +19 +4%
Loomis, Sayles & Company
2972
Loomis, Sayles & Company
Massachusetts
$132K -$13.4K -48 -9%
OCM
2973
Orion Capital Management
California
$130K
JPLA
2974
Joseph P. Lucia & Associates
New York
$127K
CIR
2975
Clear Investment Research
Georgia
$126K

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.