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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
LFASL
3051
Lugano Financial Advisors SA (LFA)
Switzerland
$3K
AIA
3052
Arcadia Investment Advisors
Idaho
$2.78K +$2.79K +10 New
WA
3053
Waddell & Associates
Tennessee
$2.32K +$2.33M +8,338 New
TLFA
3054
True Link Financial Advisors
California
$2K -$892K -3,193 -100%
MGIM
3055
M&G Investment Management
United Kingdom
$1.65K -$130K -464 -7%
DI
3056
DRH Investments
California
$1K
LAS
3057
Lloyd Advisory Services
Georgia
$1K +$1.4K +5 New
MA
3058
MBA Advisors
Pennsylvania
$410 +$6.43K +23 +2%
Walleye Capital
3059
Walleye Capital
New York
$275 -$130K -467 -32%
Wolverine Trading
3060
Wolverine Trading
Illinois
-$126M -486,390 Closed
Voloridge Investment Management
3061
Voloridge Investment Management
Florida
-$97.9M -383,197 Closed
AC
3062
Athanor Capital
New York
-$26.2M -102,655 Closed
VSI
3063
Verde Servicos Internacionais
Brazil
-$21.6M -84,592 Closed
Capital Fund Management (CFM)
3064
Capital Fund Management (CFM)
France
-$19M -68,109 Closed
SA
3065
Sycale Advisors
New York
-$14.9M -58,222 Closed
UONDDL
3066
University of Notre Dame du Lac
Indiana
-$13.9M -54,384 Closed
PF
3067
Phoenix Financial
Israel
-$10.2M -39,895 Closed
OAC
3068
OMERS Administration Corp
Ontario, Canada
-$8.62M -33,728 Closed
PFMU
3069
Privium Fund Management (UK)
United Kingdom
-$7.07M -27,670 Closed
AIM
3070
Aigen Investment Management
New York
-$5.81M -22,736 Closed
OAG
3071
Orbis Allan Gray
Bermuda
-$5.33M -20,883 Closed
Financial Engines Advisors
3072
Financial Engines Advisors
California
-$4.09M -15,994 Closed
HPCM
3073
High Pointe Capital Management
Illinois
-$3.86M -15,112 Closed
TG
3074
TCW Group
California
-$3.48M -13,641 Closed
NEI
3075
Northwest & Ethical Investments
Ontario, Canada
-$3.41M -13,357 Closed

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.