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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
STB
901
S&T Bank
Pennsylvania
$7.91M +$434K +1,553 +6%
AIC
902
Ameritas Investment Company
Nebraska
$7.88M -$1.48M -5,284 -27%
TI
903
Tidal Investments
Wisconsin
$7.86M -$3.71M -13,269 -32%
IWM
904
IHT Wealth Management
Illinois
$7.85M +$877K +3,140 +13%
MP
905
McDonald Partners
Ohio
$7.84M -$79.6K -285 -1%
NCM
906
Northside Capital Management
Oregon
$7.84M
KIA
907
KCM Investment Advisors
California
$7.82M +$564K +2,019 +8%
MPAM
908
Murphy Pohlad Asset Management
Minnesota
$7.81M +$27.9K +100 +0.4%
PA
909
Parallel Advisors
California
$7.8M +$688K +2,461 +10%
CSS
910
Cubist Systematic Strategies
Connecticut
$7.77M +$4.43M +15,861 +131%
WAS
911
Winch Advisory Services
Wisconsin
$7.77M +$111K +399 +1%
BCM
912
Brooktree Capital Management
Michigan
$7.77M +$34.4K +123 +0.4%
NFG
913
Next Financial Group
Texas
$7.74M +$731K +2,616 +10%
MPW
914
Monterey Private Wealth
California
$7.74M
SSA
915
Schonfeld Strategic Advisors
New York
$7.73M -$14.9M -53,421 -66%
WKWM
916
Walter & Keenan Wealth Management
Indiana
$7.71M -$103K -370 -1%
SFO
917
Stokes Family Office
Louisiana
$7.71M +$133K +477 +2%
PA
918
Profund Advisors
Maryland
$7.7M -$388K -1,387 -5%
RBA
919
Richard Bernstein Advisors
New York
$7.7M +$637K +2,280 +9%
AAIM
920
Asset Advisors Investment Management
Georgia
$7.69M -$196K -700 -2%
HSA
921
HBK Sorce Advisory
Pennsylvania
$7.68M +$250K +894 +3%
SFS
922
Searcy Financial Services
Kansas
$7.68M -$155K -554 -2%
KAM
923
Knightsbridge Asset Management
California
$7.68M +$170K +610 +2%
B
924
Bailard
California
$7.66M -$1.38M -4,945 -15%
LC
925
Longitude (Cayman)
Cayman Islands
$7.64M -$2.76M -9,875 -26%

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.