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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
MA
851
Montag & Associates
Georgia
$8.89M -$173K -620 -2%
FANJ
852
Financial Architects (New Jersey)
New Jersey
$8.88M +$130K +465 +1%
IFLIT
853
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$8.83M
HCM
854
Hutner Capital Management
Vermont
$8.83M -$662K -2,370 -7%
BJL
855
Brighton Jones LLC
Washington
$8.83M +$322K +1,152 +4%
GAI
856
General American Investors
New York
$8.77M -$1.4M -5,000 -14%
GFP
857
Gryphon Financial Partners
Ohio
$8.76M +$725K +2,594 +9%
OPS
858
Orion Portfolio Solutions
Nebraska
$8.76M +$2.21M +7,898 +33%
PDN
859
Pensionfund DSM Netherlands
Netherlands
$8.75M -$699K -2,500 -7%
WW
860
Waterfront Wealth
Kansas
$8.74M
GIM
861
Goelzer Investment Management
Indiana
$8.72M -$236K -846 -3%
CPA
862
Clear Perspective Advisors
Illinois
$8.7M -$528K -1,889 -6%
RTS
863
Round Table Services
New Jersey
$8.7M +$395K +1,412 +5%
WDL
864
Well Done LLC
Michigan
$8.68M -$239K -855 -3%
MIM
865
Martin Investment Management
Florida
$8.66M -$17.6K -63 -0.2%
CAM
866
Cubic Asset Management
Massachusetts
$8.6M -$60.1K -215 -0.7%
TC
867
TownSquare Capital
Utah
$8.6M +$1.44M +5,150 +20%
HAC
868
Harbor Advisory Corp
New Hampshire
$8.56M +$14K +50 +0.2%
PCM
869
Palisade Capital Management
New Jersey
$8.52M -$153K -548 -2%
BIC
870
Beach Investment Counsel
Pennsylvania
$8.5M -$204K -729 -2%
KCPG
871
Kavar Capital Partners Group
Kansas
$8.5M +$237K +847 +3%
ST
872
Smithfield Trust
Pennsylvania
$8.47M -$115K -410 -1%
AssetMark Inc
873
AssetMark Inc
California
$8.47M +$8.08M +28,909 +1,863%
EAM
874
Evanson Asset Management
California
$8.44M +$999K +3,575 +13%
FFA
875
Fragasso Financial Advisors
Pennsylvania
$8.41M +$439K +1,570 +5%

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.