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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
CRCM
3101
Corbett Road Capital Management
Virginia
-$687K -2,688 Closed
SIA
3102
SkyView Investment Advisors
New Jersey
-$680K -2,662 Closed
IA
3103
IAM Advisory
Pennsylvania
-$706K -2,530 Closed
XS
3104
XR Securities
Illinois
-$639K -2,503 Closed
TCM
3105
Towercrest Capital Management
Pennsylvania
-$569K -2,229 Closed
AWMG
3106
Alliance Wealth Management Group
New Jersey
-$568K -2,225 Closed
AAMA
3107
Advanced Asset Management Advisors
Ohio
-$507K -1,985 Closed
AWA
3108
Alaska Wealth Advisors
Alaska
-$482K -1,888 Closed
BIA
3109
BHK Investment Advisors
Alabama
-$431K -1,860 Closed
OTPPB
3110
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$463K -1,814 Closed
FBT
3111
First Bankers Trust
Kentucky
-$435K -1,702 Closed
CWP
3112
Capital Wealth Planning
Florida
-$351K -1,375 Closed
MC
3113
Machina Capital
France
-$332K -1,300 Closed
LIC
3114
Laurus Investment Counsel
Canada
-$305K -1,193 Closed
OGC
3115
Oak Grove Capital
New Hampshire
-$290K -1,135 Closed
PDM
3116
Penn Davis McFarland
Texas
-$287K -1,125 Closed
SLF
3117
Sun Life Financial
Ontario, Canada
-$287K -1,122 Closed
CFC
3118
Coyle Financial Counsel
Illinois
-$279K -1,091 Closed
Two Sigma Investments
3119
Two Sigma Investments
New York
-$264K -1,032 Closed
BWAM
3120
Boyd Watterson Asset Management
Ohio
-$252K -985 Closed
SFM
3121
Signet Financial Management
New Jersey
-$239K -935 Closed
AFG
3122
Affinia Financial Group
Massachusetts
-$247K -853 Closed
NCM
3123
Narwhal Capital Management
Georgia
-$212K -828 Closed
SC
3124
Shay Capital
New York
-$204K -800 Closed
DA
3125
Dillon & Associates
Michigan
-$201K -788 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.