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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
NOI
3026
Newton One Investments
Delaware
$33K
SC
3027
Sawyer & Company
Massachusetts
$33K +$1.4K +5 +4%
BCM
3028
Birch Capital Management
Texas
$28K
RF
3029
Robbins Farley
New Hampshire
$28K
AW
3030
Alaethes Wealth
Nevada
$28K +$27.9K +100 New
BCA
3031
Bray Capital Advisors
Florida
$27K
MS
3032
Mizuho Securities
Japan
$24K -$2.52K -9 -10%
FC
3033
Fiduciary Counselling
Minnesota
$23K
EIM
3034
Essex Investment Management
Massachusetts
$21K
H
3035
HoyleCohen
California
$18.3K +$776K +2,776 +4%
TVAMP
3036
Tennessee Valley Asset Management Partners
Tennessee
$18K -$17.4M -62,356 -50%
SCA
3037
Stuart Chaussee & Associates
California
$15K +$8.38K +30 +125%
PVH
3038
Psagot Value Holdings
Israel
$14K -$61.7M -220,801 -100%
MWC
3039
MBM Wealth Consultants
Missouri
$14K
IUHSA
3040
Itau Unibanco Holding S.A.
Brazil
$14K +$14K +50 New
SWM
3041
Strategic Wealth Management
Washington
$13K
KJHP
3042
K.J. Harrison & Partners
Ontario, Canada
$8.94K -$274K -980 -3%
SC
3043
Solstein Capital
California
$8K +$8.38K +30 New
EW
3044
Emerson Wealth
Michigan
$7K
EAM
3045
Eukles Asset Management
Ohio
$7K
PC
3046
Permanens Capital
New York
$7K +$2.52K +9 +56%
TCM
3047
TD Capital Management
Tennessee
$6K
FPW
3048
Flagship Private Wealth
Massachusetts
$5.58K
IPW
3049
IronBridge Private Wealth
Texas
$5K +$4.75K +17 New
CAM
3050
ClariVest Asset Management
California
$3K

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.