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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
IAA
576
Independent Advisor Alliance
North Carolina
$18.6M +$71.3K +255 +0.4%
PA
577
Pinnacle Associates
New York
$18.6M +$197K +706 +1%
MRCM
578
M&R Capital Management
New Jersey
$18.5M +$542K +1,938 +3%
AJ
579
Ashburton (Jersey)
Jersey
$18.4M +$158K +566 +0.9%
TIM
580
Tikehau Investment Management
France
$18.3M -$9.36M -33,500 -34%
RT
581
Rockland Trust
Massachusetts
$18.3M +$16.6M +59,429 +922%
NIPH
582
NN Investment Partners Holdings
Netherlands
$18.3M +$4.87M +17,421 +36%
EP
583
Edgestream Partners
New Jersey
$18.3M -$222K -796 -1%
UB
584
UMB Bank
Missouri
$18.3M -$1.12M -4,013 -6%
HLCM
585
Hi-Line Capital Management
South Dakota
$18.2M +$455K +1,628 +3%
MA
586
Mutual Advisors
Nebraska
$18.2M +$217K +778 +1%
Lido Advisors
587
Lido Advisors
California
$18.1M +$275K +984 +2%
AWM
588
Altium Wealth Management
New York
$18M -$105K -377 -0.6%
PCM
589
Poehling Capital Management
Wisconsin
$18M -$67.3K -241 -0.4%
SF
590
Synovus Financial
Georgia
$17.9M +$1.2M +4,290 +7%
CAM
591
Close Asset Management
United Kingdom
$17.8M +$2.21M +7,922 +14%
BPA
592
Beacon Pointe Advisors
California
$17.8M +$9.6M +34,355 +116%
SN
593
Sittner & Nelson
Oregon
$17.7M -$109K -390 -0.6%
AP
594
Advisor Partners
California
$17.6M +$68.7K +246 +0.4%
BCI
595
Brinker Capital Investments
Pennsylvania
$17.5M +$3.48M +12,440 +25%
EWA
596
Exencial Wealth Advisors
Oklahoma
$17.5M +$257K +920 +1%
GI
597
GAMCO Investors
Connecticut
$17.4M -$161K -575 -0.9%
CCT
598
Country Club Trust
Missouri
$17.3M +$525K +1,878 +3%
PGIM
599
Pacific Global Investment Management
California
$17.2M -$80.5K -288 -0.5%
Man Group
600
Man Group
United Kingdom
$17.2M -$1.83M -6,566 -10%

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.