We are live on ! Find out more
BRK.B icon

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
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.32B -$12.6M -45,047 -0.9%
Ameriprise
27
Ameriprise
Minnesota
$1.25B +$14.3M +51,201 +1%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$1.17B -$58.1M -208,065 -5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.09B -$51.3M -183,655 -4%
UBS Group
30
UBS Group
Switzerland
$1.05B -$160M -572,227 -13%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$1.02B +$148M +530,090 +17%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$978M -$5.17M -18,485 -0.5%
Artisan Partners
33
Artisan Partners
Wisconsin
$947M -$27.6M -98,609 -3%
Invesco
34
Invesco
Georgia
$939M +$64.9M +232,351 +7%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$938M -$34.3M -122,686 -4%
Deutsche Bank
36
Deutsche Bank
Germany
$936M +$155M +553,352 +20%
Harris Associates
37
Harris Associates
Illinois
$913M +$7.48M +26,768 +0.8%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$901M +$57.6M +206,197 +7%
EVM
39
Eaton Vance Management
Massachusetts
$869M -$13.8M -49,538 -2%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$865M -$44.9M -160,626 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$847M -$313M -1,121,630 -27%
Eagle Capital Management (New York)
42
Eagle Capital Management (New York)
New York
$841M -$468M -1,674,300 -36%
Boston Partners
43
Boston Partners
Massachusetts
$814M -$22.3M -79,652 -3%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$790M +$4.16M +14,887 +0.5%
Diamond Hill Capital Management
45
Diamond Hill Capital Management
Ohio
$760M +$3.72M +13,314 +0.5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$758M +$172M +616,037 +31%
Creative Planning
47
Creative Planning
Kansas
$751M -$51.6M -184,703 -6%
FMI
48
Fiduciary Management Inc
Wisconsin
$737M -$20.9M -74,694 -3%
Prudential Financial
49
Prudential Financial
New Jersey
$729M +$56.5M +202,339 +8%
Amundi
50
Amundi
France
$707M +$711M +2,545,197 New

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.