We are live on ! Find out more
BRK.B icon

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
Principal Financial Group
51
Principal Financial Group
Iowa
$696M -$5.38M -19,257 -0.8%
RCWMU
52
Rothschild & Co Wealth Management (UK)
United Kingdom
$659M +$18.5M +66,095 +3%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$656M -$29.3M -104,756 -4%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$637M -$82.7M -296,096 -11%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$629M -$36.1M -129,080 -5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$616M -$2.6M -9,297 -0.4%
First Manhattan
57
First Manhattan
New York
$611M +$3.47M +12,407 +0.6%
LCOV
58
London Company of Virginia
Virginia
$586M -$77M -275,658 -12%
RJA
59
Raymond James & Associates
Florida
$581M +$5.48M +19,615 +0.9%
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$557M -$85.3M -305,341 -13%
GRQ
61
Gardner Russo & Quinn
Pennsylvania
$537M -$14.9M -53,465 -3%
Citigroup
62
Citigroup
New York
$498M -$147M -525,271 -23%
HighTower Advisors
63
HighTower Advisors
Illinois
$494M -$4.1M -14,687 -0.8%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$483M -$20.8M -74,500 -4%
QP
65
Quilter Plc
United Kingdom
$480M +$1.06M +3,807 +0.2%
CS
66
Credit Suisse
Switzerland
$476M -$103M -366,844 -18%
APG Asset Management
67
APG Asset Management
Netherlands
$475M -$7.48M -26,770 -1%
National Pension Service
68
National Pension Service
South Korea
$469M +$5.95M +21,277 +1%
Hotchkis & Wiley Capital Management
69
Hotchkis & Wiley Capital Management
California
$444M -$28.6M -102,262 -6%
VAM
70
Vontobel Asset Management
New York
$432M +$1.42M +5,064 +0.3%
DSA
71
Davis Selected Advisers
Arizona
$428M +$2.48M +8,869 +0.6%
MG
72
Markel Group
Virginia
$426M
Canada Life
73
Canada Life
Manitoba, Canada
$404M -$16.7M -59,671 -4%
American Century Companies
74
American Century Companies
Missouri
$402M -$61.1M -218,527 -13%
Ensign Peak Advisors
75
Ensign Peak Advisors
Utah
$399M -$3.94M -14,093 -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.