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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
HIIFS
926
Harel Insurance Investments & Financial Services
Israel
$7.6M -$183K -655 -7%
CNBTD
927
Citizens National Bank Trust Department
Mississippi
$7.6M
HT
928
Heritage Trust
Oklahoma
$7.59M -$48.9K -175 -0.6%
PWM
929
Perigon Wealth Management
California
$7.56M +$106K +378 +1%
JWCA
930
J.W. Cole Advisors
Florida
$7.5M +$804K +2,878 +12%
SRC
931
Stone Run Capital
New York
$7.47M -$41.9K -150 -0.6%
CIM
932
Courant Investment Management
Tennessee
$7.47M
LA
933
LFL Advisers
Illinois
$7.46M
CP
934
Castleview Partners
Texas
$7.46M +$7.5M +26,831 New
CT
935
Caldwell Trust
Florida
$7.42M -$559K -2,000 -7%
DBT
936
Dubuque Bank & Trust
Iowa
$7.41M -$534K -1,912 -7%
AFA
937
Arlington Financial Advisors
California
$7.38M +$677K +2,421 +10%
GFA
938
Gifford Fong Associates
California
$7.37M
KFGK
939
Keystone Financial Group (Kentucky)
Kentucky
$7.36M +$25.4K +91 +0.3%
PCA
940
Pallas Capital Advisors
Massachusetts
$7.35M +$1.3M +4,645 +21%
TGAM
941
TBH Global Asset Management
Tennessee
$7.35M -$8.1K -29 -0.1%
TC
942
Telemus Capital
Michigan
$7.35M +$54.2K +194 +0.7%
FTC
943
Farmers Trust Company
Ohio
$7.34M -$167K -596 -2%
HI
944
Harbour Investments
Wisconsin
$7.33M +$201K +719 +3%
GT
945
Glenview Trust
Kentucky
$7.29M +$1.32M +4,709 +22%
MYAM
946
Meiji Yasuda Asset Management
Japan
$7.26M -$67.3K -241 -0.9%
GA
947
Greenhaven Associates
New York
$7.22M -$75.8M -271,147 -91%
AAM
948
Auxier Asset Management
Oregon
$7.21M -$25.1K -90 -0.3%
AF
949
Advisornet Financial
Minnesota
$7.21M +$575K +2,056 +9%
MBTD
950
Mechanics Bank - Trust Department
California
$7.2M -$153K -546 -2%

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.