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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
Renaissance Technologies
526
Renaissance Technologies
New York
$22.6M -$102M -363,700 -82%
LWCA
527
Locust Wood Capital Advisers
New York
$22.4M -$1.29M -4,620 -5%
MCM
528
MAI Capital Management
Ohio
$22.3M +$815K +2,917 +4%
BCM
529
Becker Capital Management
Oregon
$22.3M -$119K -426 -0.5%
PI
530
PEAK6 Investments
Illinois
$22.2M -$5.49M -19,651 -20%
DZ Bank
531
DZ Bank
Germany
$22M +$1.78M +6,366 +9%
BMSSC
532
B. Metzler seel. Sohn & Co
Germany
$22M +$3.43M +12,267 +18%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$22M +$436K +1,562 +2%
AIM
534
AMI Investment Management
Indiana
$22M -$2.77M -9,900 -11%
BFS
535
Bard Financial Services
Connecticut
$21.9M
OMC
536
Overbrook Management Corp
New York
$21.8M -$227K -812 -1%
CCA
537
Cobblestone Capital Advisors
New York
$21.5M +$475K +1,701 +2%
Daiwa Securities Group
538
Daiwa Securities Group
Japan
$21.3M +$909K +3,252 +4%
IC
539
IEQ Capital
California
$21.2M +$475K +1,700 +2%
GCGDR
540
Geo Capital Gestora de Recursos
Brazil
$21.1M +$97.8K +350 +0.5%
FSCM
541
Front Street Capital Management
Montana
$21M -$275K -983 -1%
Mirae Asset Global Investments
542
Mirae Asset Global Investments
South Korea
$20.8M +$4.69M +16,784 +29%
PCM
543
Prana Capital Management
Connecticut
$20.7M -$19.5M -69,882 -48%
SC
544
Sierra Capital
Florida
$20.7M -$497K -1,780 -2%
FAM
545
Fenimore Asset Management
New York
$20.5M -$7.84M -28,064 -28%
HB
546
Homrich & Berg
Georgia
$20.5M +$1.23M +4,418 +6%
AMI
547
Amica Mutual Insurance
Rhode Island
$20.3M
AWM
548
Absher Wealth Management
North Carolina
$20.3M +$180K +645 +0.9%
AFA
549
American Financial Advisors
Georgia
$20.2M -$664K -2,376 -3%
Cerity Partners
550
Cerity Partners
New York
$20.2M +$779K +2,788 +4%

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.