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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
LC
451
Lincoln Capital
Nebraska
$28.5M -$122K -435 -0.4%
CANC
452
Culbertson A N & Co
Virginia
$28.4M -$33.8K -121 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
453
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.3M -$18M -64,269 -39%
PIC
454
Portland Investment Counsel
Ontario, Canada
$28.3M
CW
455
Connectus Wealth
Ohio
$28.3M -$7.87M -28,150 -22%
GJIC
456
Gamble Jones Investment Counsel
California
$28.1M -$319K -1,140 -1%
SC
457
Steginsky Capital
New York
$28.1M -$466K -1,668 -2%
YL
458
YCG LLC
Texas
$28.1M
FNT
459
First Nebraska Trust
Nebraska
$28M -$123K -440 -0.4%
SC
460
SouthState Corp
Florida
$27.9M +$125K +449 +0.4%
GC
461
Guggenheim Capital
Illinois
$27.9M +$2.17M +7,757 +8%
KAS
462
Kemnay Advisory Services
New York
$27.7M -$4.37M -15,650 -14%
NPA
463
Nichols & Pratt Advisers
Massachusetts
$27.3M -$2.52M -9,010 -8%
CAI
464
Capital Advisors Inc
Oklahoma
$27.2M +$2M +7,154 +8%
SEM
465
Suncoast Equity Management
Florida
$27.2M -$120K -428 -0.4%
BPB
466
Badgley, Phelps & Bell
Washington
$27.1M +$1.03M +3,674 +4%
JWA
467
JFS Wealth Advisors
Pennsylvania
$27.1M +$137K +491 +0.5%
ABC
468
Associated Banc-Corp
Wisconsin
$27M -$8.72M -31,192 -24%
GPCM
469
Greenbrier Partners Capital Management
Texas
$27M
RG
470
Retirement Group
California
$26.8M +$470K +1,681 +2%
Vontobel Holding
471
Vontobel Holding
Switzerland
$26.7M +$1.87M +6,699 +7%
EMPI
472
Elo Mutual Pension Insurance
Finland
$26.6M -$854K -3,057 -3%
CA
473
Cetera Advisors
Colorado
$26.5M +$1.51M +5,414 +6%
WIC
474
Whitegate Investment Counselors
New Hampshire
$26.5M -$190K -681 -0.7%
MGIA
475
Matthew Goff Investment Advisor
Texas
$26.5M +$658K +2,354 +3%

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.