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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
SC
951
Savant Capital
Illinois
$7.15M +$248K +889 +4%
SAM
952
Strategy Asset Managers
California
$7.15M -$57.8K -207 -0.8%
EM
953
Excalibur Management
Massachusetts
$7.11M +$74K +265 +1%
KFA
954
Kelleher Financial Advisors
New York
$7.09M +$2.59M +9,252 +57%
RMAM
955
Raab & Moskowitz Asset Management
New Jersey
$7.06M +$229K +818 +3%
SHWM
956
Smith & Howard Wealth Management
Georgia
$7.03M -$913K -3,268 -11%
EFS
957
Essex Financial Services
Connecticut
$7.02M
BNP Paribas Asset Management
958
BNP Paribas Asset Management
France
$7.01M -$3.52M -12,596 -33%
BFM
959
Boston Financial Management
Massachusetts
$7M +$27.9K +100 +0.4%
VPIM
960
Vanguard Personalized Indexing Management
California
$6.99M +$3.67M +13,143 +109%
HCM
961
Highlander Capital Management
New Jersey
$6.99M -$231K -825 -3%
GWM
962
Graybill Wealth Management
Illinois
$6.99M -$9.22K -33 -0.1%
AAP
963
Arax Advisory Partners
Colorado
$6.98M +$7.02M +25,113 New
TFA
964
Trinity Financial Advisors
Ohio
$6.97M +$61.8K +221 +0.9%
JRP
965
Jasper Ridge Partners
California
$6.96M +$11.2K +40 +0.2%
BCPWM
966
Bradley & Co Private Wealth Management
Florida
$6.94M +$62.6K +224 +0.9%
BS
967
Banco Santander
Spain
$6.92M +$1.87M +6,675 +37%
VWA
968
V Wealth Advisors
Kansas
$6.88M +$248K +889 +4%
BAIA
969
Bel Air Investment Advisors
California
$6.88M -$1.11M -3,969 -14%
CG
970
Cutler Group
California
$6.88M -$922K -3,301 -12%
SIM
971
Stratos Investment Management
Ohio
$6.85M +$309K +1,105 +5%
Twin Tree Management
972
Twin Tree Management
Texas
$6.82M -$18.4M -65,827 -73%
HIC
973
Hartline Investment Corp
Illinois
$6.82M +$10.6K +38 +0.2%
BFS
974
Bickling Financial Services
Massachusetts
$6.79M -$1.73M -6,179 -20%
BCM
975
Brookstone Capital Management
Illinois
$6.78M +$3.08M +11,029 +83%

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.