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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
CWAF
3001
Core Wealth Advisors (Florida)
Florida
$80K -$580K -2,076 -88%
IWP
3002
IAG Wealth Partners
Wisconsin
$79K
SCM
3003
Silvant Capital Management
Georgia
$79K
PCH
3004
Polar Capital Holdings
United Kingdom
$77.8K
Nisa Investment Advisors
3005
Nisa Investment Advisors
Missouri
$71.1K -$24.3M -86,876 -25%
FFC
3006
First Financial Corp
Indiana
$69K
TAM
3007
Tucker Asset Management
Colorado
$62K
MFG
3008
Monumental Financial Group
Maryland
$61K +$61.5K +220 New
NC
3009
NewSquare Capital
Pennsylvania
$59K +$59.2K +212 New
UFF
3010
USA Financial Formulas
Michigan
$58K +$56.4K +202 +3,367%
CIM
3011
Contravisory Investment Management
Massachusetts
$56K
LWA
3012
Lowe Wealth Advisors
Maryland
$56K
SL
3013
Savior LLC
Massachusetts
$56K
TAIM
3014
TD Ameritrade Investment Management
Nebraska
$54K +$6.71K +24 +14%
MAM
3015
Magellan Asset Management
Australia
$51K
WAM
3016
Wolverine Asset Management
Illinois
$50K -$111K -397 -69%
SWM
3017
Selective Wealth Management
Virginia
$48K -$55.9K -200 -53%
IF
3018
Ironwood Financial
Arizona
$44K
BC
3019
Belmont Capital
California
$42K
IFA
3020
Interactive Financial Advisors
Illinois
$42K
DWA
3021
Delos Wealth Advisors
Texas
$39K +$39.4K +141 New
MG
3022
MilWealth Group
Wisconsin
$37.2K
HI
3023
Hoey Investments
Pennsylvania
$35K -$34.9K -125 -50%
JWBC
3024
John W. Brooker & Co
California
$35K
HF
3025
Halpern Financial
Virginia
$33.4K +$6.99K +25 +26%

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.