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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
BS
801
Boenning & Scattergood
Pennsylvania
$9.96M -$140K -500 -1%
MWM
802
Mission Wealth Management
California
$9.95M +$1.68K +6 +0%
HAG
803
HighPoint Advisor Group
Illinois
$9.95M +$206K +737 +2%
WS
804
Wedbush Securities
California
$9.94M +$111K +398 +1%
AL
805
Arnhold LLC
New York
$9.94M
RIM
806
Redpoint Investment Management
Australia
$9.92M -$203K -725 -2%
UAM
807
Unison Asset Management
Florida
$9.9M -$279 -1 -0%
WSFS
808
Wilmington Savings Fund Society
Delaware
$9.89M +$52.8K +189 +0.5%
NAMP
809
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.88M -$453K -1,620 -4%
BCFD
810
Boit C.F. David
$9.86M +$9.91M +35,478 New
CAM
811
Columbia Asset Management
Michigan
$9.83M -$322K -1,151 -3%
KJWM
812
Kiley Juergens Wealth Management
Washington
$9.81M -$33.3K -119 -0.3%
FM
813
Family Management
New York
$9.79M -$2.38M -8,511 -19%
FAB
814
First American Bank
Illinois
$9.67M +$167K +596 +2%
FHB
815
First Hawaiian Bank
Hawaii
$9.63M -$717K -2,567 -7%
M
816
MOTCO
Texas
$9.62M -$63.2K -226 -0.6%
WCM
817
WealthBridge Capital Management
Ohio
$9.6M +$46.4K +166 +0.5%
Skandinaviska Enskilda Banken (SEB)
818
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.57M -$3.16M -11,316 -25%
PP
819
Palladium Partners
Virginia
$9.56M -$498K -1,783 -5%
EGA
820
Eagle Global Advisors
Texas
$9.51M +$19.6K +70 +0.2%
IPW
821
Inlet Private Wealth
Florida
$9.5M -$17K -61 -0.2%
GAM
822
Gotham Asset Management
New York
$9.44M -$52.3K -187 -0.5%
NIA
823
Northstar Investment Advisors
Colorado
$9.44M +$194K +693 +2%
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$9.39M -$462K -1,654 -5%
ACA
825
Aptus Capital Advisors
Alabama
$9.39M +$711K +2,543 +8%

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.