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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
ATC
751
Argent Trust Co
Tennessee
$11.3M +$221K +791 +2%
TFCP
752
Twin Focus Capital Partners
Massachusetts
$11.3M +$55K +197 +0.5%
FA
753
Financial Avengers
California
$11.3M +$15.4K +55 +0.1%
KA
754
KLCM Advisors
Wisconsin
$11.3M +$73.8K +264 +0.7%
TCM
755
Twin Capital Management
Pennsylvania
$11.3M +$42.2K +151 +0.4%
DSAM
756
Dock Street Asset Management
Florida
$11.2M -$81.9K -293 -0.7%
DIM
757
Delta Investment Management
California
$11.2M +$20.1K +72 +0.2%
MC
758
Middleton & Co
Massachusetts
$11.2M -$1.97M -7,039 -15%
P3I
759
Progeny 3 Inc
Washington
$11.1M +$1.64M +5,885 +17%
WRM
760
Weybosset Research & Management
Rhode Island
$11.1M -$235K -842 -2%
NC
761
Naman Capital
Brazil
$11.1M
Grantham, Mayo, Van Otterloo & Co (GMO)
762
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.1M +$8.36M +29,900 +299%
HKIM
763
Hayek Kallen Investment Management
Alabama
$11.1M +$29.1K +104 +0.3%
MCM
764
McKinley Capital Management
Alaska
$11M -$872K -3,120 -7%
TRCT
765
Tower Research Capital (TRC)
New York
$11M -$37.2M -133,218 -77%
SFS
766
Summit Financial Strategies
Ohio
$11M +$1.72M +6,154 +18%
HF
767
HRT Financial
New York
$11M -$18.2M -65,142 -62%
SWM
768
Stockman Wealth Management
Montana
$10.9M +$459K +1,644 +4%
DT
769
Diversified Trust
Tennessee
$10.9M +$1.31M +4,674 +14%
ANBT
770
American National Bank & Trust
Texas
$10.9M -$103K -368 -0.9%
CA
771
Cornerstone Advisory
Maryland
$10.8M +$54.5K +195 +0.5%
IMRF
772
Illinois Municipal Retirement Fund
Illinois
$10.8M +$5.45M +19,519 +101%
ODCM
773
Old Dominion Capital Management
Virginia
$10.8M +$61.2K +219 +0.6%
ATIA
774
American Trust Investment Advisors
New Hampshire
$10.8M +$79.6K +285 +0.7%
AP
775
Arlington Partners
Alabama
$10.7M -$371K -1,329 -3%

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.