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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
CII
3076
Capital International Inc
California
-$3.17M -12,393 Closed
WIA
3077
Wealthstreet Investment Advisors
Texas
-$2.84M -11,116 Closed
IAM
3078
Iridian Asset Management
Connecticut
-$2.6M -10,189 Closed
Holocene Advisors
3079
Holocene Advisors
New York
-$2.4M -9,381 Closed
CGIM
3080
Cannon Global Investment Management
Florida
-$2.35M -9,200 Closed
VC
3081
Vicus Capital
Pennsylvania
-$2.25M -8,791 Closed
AFM
3082
Anson Funds Management
Texas
-$2.04M -8,000 Closed
MFS
3083
Mirabella Financial Services
United Kingdom
-$2.03M -7,960 Closed
TI
3084
tru Independence
Oregon
-$1.87M -7,315 Closed
FC
3085
Ferris Capital
Massachusetts
-$1.82M -7,110 Closed
EMG
3086
ETF Managers Group
New Jersey
-$1.64M -6,365 Closed
BWA
3087
Burt Wealth Advisors
Maryland
-$1.59M -6,209 Closed
MLFP
3088
MPS Loria Financial Planners
Illinois
-$1.53M -5,983 Closed
GGI
3089
Godsey & Gibb Inc
Virginia
-$1.38M -5,381 Closed
FMN
3090
Financial Management Network
California
-$1.41M -5,038 Closed
COLIM
3091
City of London Investment Management
United Kingdom
-$1.12M -4,363 Closed
NWA
3092
New World Advisors
Massachusetts
-$1.02M -3,985 Closed
TC
3093
Toews Corporation
New Jersey
-$945K -3,700 Closed
FNB
3094
Farmers National Bank
Kentucky
-$853K -3,339 Closed
DMC
3095
Drexel Morgan & Co
Pennsylvania
-$782K -3,060 Closed
KTA
3096
Keeley-Teton Advisors
Illinois
-$756K -2,958 Closed
TSS
3097
Two Sigma Securities
New York
-$802K -2,870 Closed
CIS
3098
Capital International Sarl
California
-$728K -2,848 Closed
IWS
3099
Insight Wealth Strategies
California
-$709K -2,777 Closed
LOAME
3100
Lombard Odier Asset Management (Europe)
United Kingdom
-$706K -2,764 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.