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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
PAM
726
Peak Asset Management
Colorado
$12.4M -$719K -2,574 -5%
SPC
727
Sigma Planning Corp
Michigan
$12.4M -$292K -1,046 -2%
WPW
728
Waldron Private Wealth
Pennsylvania
$12.3M -$390K -1,394 -3%
LNB
729
Ledyard National Bank
$12.2M -$707K -2,529 -5%
PAIM
730
Punch & Associates Investment Management
Minnesota
$12.2M +$46.7K +167 +0.4%
GWM
731
Geneos Wealth Management
Colorado
$12.2M -$14.7M -52,436 -55%
Qube Research & Technologies (QRT)
732
Qube Research & Technologies (QRT)
United Kingdom
$12.2M -$12.7M -45,488 -51%
ECM
733
Exchange Capital Management
Michigan
$12M +$70.4K +252 +0.6%
KOCAA
734
Knights of Columbus Asset Advisors
Connecticut
$12M +$224K +803 +2%
GW
735
GW & Wade
Massachusetts
$12M +$530K +1,896 +5%
NEWAS
736
N.E.W. Advisory Services
Wisconsin
$12M -$780K -2,793 -6%
Massachusetts Financial Services
737
Massachusetts Financial Services
Massachusetts
$11.9M -$1.26M -4,506 -10%
JWBC
738
J.W. Burns & Co
New York
$11.9M -$176K -629 -1%
BWM
739
Buckley Wealth Management
Nevada
$11.9M -$65.7K -235 -0.5%
GIA
740
GHP Investment Advisors
Colorado
$11.8M +$922K +3,300 +8%
AC
741
Alexandria Capital
Virginia
$11.8M -$388K -1,387 -3%
AIP
742
Ameritas Investment Partners
Nebraska
$11.8M -$237K -847 -2%
AF
743
Allworth Financial
California
$11.8M -$1.15M -4,131 -9%
SWM
744
Spire Wealth Management
Virginia
$11.8M -$23.8M -85,238 -67%
FNBT
745
FineMark National Bank & Trust
Florida
$11.7M -$137K -491 -1%
BCV
746
Banque Cantonale Vaudoise
Switzerland
$11.7M +$561K +2,007 +5%
CHAM
747
Clear Harbor Asset Management
Connecticut
$11.6M -$614K -2,197 -5%
EWM
748
Edge Wealth Management
New York
$11.6M +$13.7K +49 +0.1%
NS
749
Newman & Schimel
Illinois
$11.5M -$238K -853 -2%
BAPIM
750
British Airways Pensions Investment Management
United Kingdom
$11.4M

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.