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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
ACM
2976
Anfield Capital Management
California
$121K +$122K +435 New
CWM
2977
Cranbrook Wealth Management
Michigan
$120K
CCM
2978
Cutler Capital Management
Massachusetts
$119K
GCM
2979
Gables Capital Management
Florida
$118K
RIA
2980
RPG Investment Advisory
California
$118K
HWM
2981
HighMark Wealth Management
Minnesota
$117K -$10.9K -39 -8%
HWM
2982
Holloway Wealth Management
Florida
$116K
M1FG
2983
Mach-1 Financial Group
Arkansas
$114K -$14.5K -52 -11%
GFPC
2984
Global Financial Private Client
Florida
$114K -$279 -1 -0.2%
CCMIC
2985
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$112K +$63.4K +227 +130%
LTI
2986
Laffer Tengler Investments
Tennessee
$112K -$449K -1,607 -80%
DI
2987
Disciplined Investments
Oklahoma
$111K +$14K +50 +14%
EL
2988
EMFO LLC
Florida
$111K +$112K +400 New
HC
2989
Hoese & Co
Minnesota
$111K +$112K +400 New
SC
2990
Steph & Co
Wisconsin
$108K -$140K -500 -56%
T
2991
TOBAM
France
$104K +$53.7K +192 +104%
ARIS
2992
Advanced Research Investment Solutions
California
$97K
CCMW
2993
Cypress Capital Management (Wyoming)
Wyoming
$95K
WBC
2994
West Branch Capital
Massachusetts
$93K +$93.3K +334 New
CP
2995
Corbenic Partners
Pennsylvania
$89K +$20.4K +73 +30%
BFA
2996
Brendel Financial Advisors
New Hampshire
$89K +$89.7K +321 New
FMTCOCP
2997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K
IRC
2998
Investors Research Corp
Georgia
$88K +$6.99K +25 +9%
BBL
2999
Beck Bode LLC
Massachusetts
$88K +$88.6K +317 New
AA
3000
AlphaMark Advisors
Kentucky
$83K

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.