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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
Cetera Investment Advisers
476
Cetera Investment Advisers
Illinois
$26.3M +$3.05M +10,904 +13%
AAS
477
Avantax Advisory Services
Texas
$26.1M +$1.11M +3,957 +4%
SRC
478
Shufro Rose & Co
New York
$26M -$1.62M -5,780 -6%
SMDAM
479
Sumitomo Mitsui DS Asset Management
Japan
$26M +$310K +1,108 +1%
SAM
480
Silvercrest Asset Management
New York
$25.9M -$228K -815 -0.9%
EBSAM
481
Eubel Brady & Suttman Asset Management
Ohio
$25.9M -$28.3M -101,302 -50%
MAM
482
Meeder Asset Management
Ohio
$25.9M -$957K -3,426 -4%
PAS
483
Professional Advisory Services
Florida
$25.6M -$1.09M -3,887 -4%
Bank Julius Baer & Co
484
Bank Julius Baer & Co
Switzerland
$25.4M -$1M -3,585 -4%
HCM
485
Hutchinson Capital Management
California
$25.3M -$54.5K -195 -0.2%
BTW
486
Boston Trust Walden
Massachusetts
$25.2M -$11.5M -41,004 -31%
CA
487
CapWealth Advisors
Tennessee
$25.1M +$139K +499 +0.6%
TSW
488
Thompson Siegel & Walmsley
Virginia
$25.1M -$2.07M -7,410 -8%
TNA
489
True North Advisors
Texas
$25.1M +$608K +2,177 +2%
GCM
490
GoodHaven Capital Management
New Jersey
$24.9M
YIA
491
YHB Investment Advisors
Connecticut
$24.9M -$866K -3,099 -3%
QOP
492
Quinn Opportunity Partners
Virginia
$24.8M
AA
493
Ancora Advisors
Ohio
$24.7M -$440K -1,575 -2%
HWA
494
Heritage Wealth Advisors
Virginia
$24.7M +$2.18M +7,815 +10%
TIP
495
Torray Investment Partners
Maryland
$24.7M +$30.7K +110 +0.1%
PSUF
496
People's United Financial
Connecticut
$24.6M -$147K -525 -0.6%
CGH
497
Crossmark Global Holdings
Texas
$24.5M +$689K +2,467 +3%
GJCM
498
Grand Jean Capital Management
California
$24.5M -$55.9K -200 -0.2%
LF
499
Lee Financial
Texas
$24.5M +$115K +411 +0.5%
PWP
500
Private Wealth Partners
California
$24.4M +$61.8K +221 +0.3%

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.