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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
CIM
301
Confluence Investment Management
Missouri
$57.9M +$31K +111 +0.1%
EIA
302
Edgemoor Investment Advisors
Maryland
$57.6M +$306K +1,095 +0.5%
MAA
303
Mraz Amerine & Associates
California
$57.4M -$1.57M -5,606 -3%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$57.4M +$527K +1,886 +0.9%
SAIG
305
Semper Augustus Investments Group
Colorado
$57.2M +$1.69M +6,043 +3%
CG
306
Colony Group
Massachusetts
$57.2M -$4.71M -16,844 -8%
SCA
307
STALEY CAPITAL ADVISERS
Pennsylvania
$57.1M -$173K -620 -0.3%
ADEF
308
Adams Diversified Equity Fund
Maryland
$56.9M +$9.78M +35,000 +21%
OWP
309
Obermeyer Wealth Partners
Colorado
$56.6M +$76.6K +274 +0.1%
FCIM
310
Fairview Capital Investment Management
California
$56M +$328K +1,174 +0.6%
MIM
311
Manitou Investment Management
Ontario, Canada
$55.8M +$232K +830 +0.4%
SCP
312
Seizert Capital Partners
Michigan
$55.6M +$1.57M +5,616 +3%
DAM
313
Davis Asset Management
California
$55.6M
WIM
314
Wittenberg Investment Management
Massachusetts
$55M
HCM
315
Howland Capital Management
Massachusetts
$54.1M +$1.45M +5,177 +3%
1832 Asset Management
316
1832 Asset Management
Ontario, Canada
$53.9M -$105M -376,422 -66%
BMO
317
Beck Mack & Oliver
New York
$53.6M +$173K +618 +0.3%
SCI
318
S&CO Inc
Massachusetts
$53.1M -$151K -540 -0.3%
AIA
319
Avalon Investment & Advisory
Texas
$52.7M +$1.11M +3,967 +2%
PFO
320
Pathstone Family Office
New Jersey
$52.3M -$1.19M -4,245 -2%
FFA
321
First Foundation Advisors
California
$52.1M -$10.7M -38,439 -17%
KP
322
Kiltearn Partners
United Kingdom
$51.9M -$7.82M -28,000 -13%
VDBMI
323
Van Den Berg Management I
Texas
$51.6M -$2.36M -8,463 -4%
SIC
324
Salem Investment Counselors
North Carolina
$51.6M +$392K +1,404 +0.8%
QAM
325
QCI Asset Management
New York
$51.3M -$500K -1,790 -1%

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.