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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
LNWWM
676
Laird Norton Wetherby Wealth Management
California
$14.1M +$2.66M +9,522 +23%
CIAS
677
Capital Investment Advisory Services
North Carolina
$14.1M +$297K +1,063 +2%
SWM
678
Sculati Wealth Management
Michigan
$14.1M +$64.5K +231 +0.5%
AWS
679
Arkfeld Wealth Strategies
Nebraska
$14.1M +$141K +503 +1%
BRWA
680
B. Riley Wealth Advisors
Florida
$14M -$1.08M -3,874 -7%
TWM
681
TLW Wealth Management
Florida
$14M +$48.1K +172 +0.3%
AIM
682
Allen Investment Management
New York
$13.9M
ACM
683
Atika Capital Management
New York
$13.9M +$14M +50,000 New
WF
684
WoodTrust Financial
Wisconsin
$13.9M +$33.3K +119 +0.2%
ASN
685
Advisory Services Network
Georgia
$13.9M +$583K +2,088 +4%
BFG
686
Beacon Financial Group
Texas
$13.9M -$348K -1,247 -2%
FCM
687
Fairholme Capital Management
Florida
$13.9M
S
688
SignatureFD
Georgia
$13.8M +$127K +454 +0.9%
AAM
689
Autus Asset Management
Arizona
$13.8M -$376K -1,345 -3%
NA
690
NewEdge Advisors
Louisiana
$13.8M +$972K +3,480 +8%
VCM
691
Violich Capital Management
California
$13.8M -$282K -1,010 -2%
MLL
692
Moody Lynn & Lieberson
Massachusetts
$13.8M +$759K +2,715 +6%
ACA
693
Anchor Capital Advisors
Massachusetts
$13.8M -$252K -902 -2%
KRSITF
694
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.7M -$1.54M -5,507 -10%
CC
695
Chicago Capital
Illinois
$13.7M +$27.9K +100 +0.2%
TCOK
696
Trust Company of Kansas
Kansas
$13.7M +$462K +1,652 +3%
BAM
697
Barrett Asset Management
New York
$13.6M +$46.1K +165 +0.3%
IA
698
IFP Advisors
Florida
$13.6M +$425K +1,522 +3%
SSB
699
Sandy Spring Bank
Maryland
$13.6M +$236K +844 +2%
LKIM
700
Lawson Kroeker Investment Management
Nebraska
$13.6M -$224K -800 -2%

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.