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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
AWM
651
Avior Wealth Management
Nebraska
$14.8M +$1.02M +3,668 +7%
PWLP
652
Prio Wealth Limited Partnership
Massachusetts
$14.8M -$888K -3,178 -6%
MCP
653
Mirador Capital Partners
California
$14.8M +$591K +2,116 +4%
BAM
654
Belpointe Asset Management
Nevada
$14.8M -$230K -822 -2%
Walleye Trading
655
Walleye Trading
New York
$14.8M +$5.02M +17,961 +51%
CAM
656
Capco Asset Management
Florida
$14.7M -$10.7M -38,143 -42%
IRF
657
IBM Retirement Fund
New York
$14.7M -$3.12M -11,170 -17%
WA
658
WP Advisors
California
$14.7M -$5.87K -21 -0%
TIAM
659
TT International Asset Management
United Kingdom
$14.6M -$13.8M -49,309 -48%
GP
660
Greenline Partners
New York
$14.6M +$38.3K +137 +0.3%
SFS
661
Solitude Financial Services
Virginia
$14.6M -$2.6M -9,289 -15%
RSVP
662
Ramsay Stattman Vela & Price
Colorado
$14.6M +$61.8K +221 +0.4%
PHS
663
Pekin Hardy Strauss
Illinois
$14.5M -$582K -2,081 -4%
CIM
664
Corda Investment Management
Texas
$14.5M -$262K -937 -2%
SAM
665
Satovsky Asset Management
New York
$14.5M +$461K +1,649 +3%
QC
666
Quadrature Capital
United Kingdom
$14.5M +$14.5M +52,048 New
NFG
667
Nations Financial Group
Iowa
$14.5M +$4.46M +15,958 +44%
CIA
668
Choate Investment Advisors
Massachusetts
$14.4M +$460K +1,645 +3%
AI
669
Atria Investments
North Carolina
$14.4M +$702K +2,511 +5%
FCBT
670
First Citizens Bank & Trust
North Carolina
$14.4M -$489K -1,749 -3%
HC
671
Henshaw Capital
Massachusetts
$14.4M
UIM
672
USS Investment Management
United Kingdom
$14.3M
UR
673
USCA RIA
Texas
$14.3M +$421K +1,507 +3%
RGI
674
River Global Investors
United Kingdom
$14.2M +$10M +35,812 +234%
CA
675
Callahan Advisors
Texas
$14.2M +$194K +696 +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.