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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
BC
626
Burney Company
Virginia
$16M +$115K +411 +0.7%
PTB
627
Pioneer Trust Bank
Oregon
$16M -$3.01M -10,785 -16%
DOA
628
D'Orazio & Associates
Virginia
$15.9M -$299K -1,069 -2%
AWM
629
Altavista Wealth Management
North Carolina
$15.9M +$378K +1,353 +2%
NRS
630
Neville Rodie & Shaw
New York
$15.9M -$37.7K -135 -0.2%
NCM
631
Novare Capital Management
North Carolina
$15.8M +$78.8K +282 +0.5%
Federated Hermes
632
Federated Hermes
Pennsylvania
$15.8M -$44.1M -157,923 -73%
CAM
633
Carret Asset Management
New York
$15.8M -$566K -2,025 -3%
MFAM
634
Motley Fool Asset Management
Virginia
$15.8M +$1.41M +5,033 +10%
MWM
635
Madison Wealth Management
Ohio
$15.8M -$10.3K -37 -0.1%
FWCM
636
Ferguson Wellman Capital Management
Oregon
$15.6M -$65.9K -236 -0.4%
SFS
637
Sowell Financial Services
Arkansas
$15.5M -$4.87M -17,429 -24%
SBL
638
Sargent Bickham Lagudis
Colorado
$15.5M -$208K -746 -1%
BU
639
BBVA USA
Alabama
$15.5M +$15.6M +55,701 New
MGIA
640
Moneta Group Investment Advisors
Missouri
$15.5M +$2.51M +8,993 +19%
BFIM
641
Beese Fulmer Investment Management
Ohio
$15.4M -$230K -823 -1%
WCM
642
Weik Capital Management
Pennsylvania
$15.4M +$172K +615 +1%
BEAM
643
Baker Ellis Asset Management
Washington
$15.4M -$19.3K -69 -0.1%
RI
644
Ridgewood Investments
New Jersey
$15.4M -$5.63M -20,141 -27%
GG
645
Greenwood Gearhart
Arkansas
$15.3M +$204K +729 +1%
GF
646
Gabelli Funds
New York
$15.3M
FSA
647
Franklin Street Advisors
North Carolina
$15M -$607K -2,171 -4%
SWP
648
Stratos Wealth Partners
Ohio
$15M -$216K -774 -1%
HC
649
Hendley & Co
Ohio
$14.9M -$1.38M -4,922 -8%
FWM
650
Frontier Wealth Management
Missouri
$14.9M +$22.9K +82 +0.1%

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.