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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
AC
1001
Annandale Capital
Texas
$6.39M +$555K +1,985 +9%
TPW
1002
Tiller Private Wealth
Pennsylvania
$6.39M -$419K -1,499 -6%
PCIA
1003
Prime Capital Investment Advisors
Kansas
$6.38M +$2.09M +7,494 +48%
PAS
1004
Park Avenue Securities
New York
$6.38M +$533K +1,906 +9%
ISB
1005
Iowa State Bank
Iowa
$6.38M
VIMU
1006
Veritas Investment Management (UK)
United Kingdom
$6.38M +$893K +3,195 +16%
FIB
1007
First Interstate Bank
Montana
$6.38M +$6.41M +22,951 New
APW
1008
Aurora Private Wealth
New Jersey
$6.38M +$503K +1,800 +9%
EF
1009
Empirical Finance
Pennsylvania
$6.35M +$783K +2,802 +14%
ZF
1010
Zhang Financial
Michigan
$6.35M -$41.4K -148 -0.6%
AF
1011
Arrow Financial
New York
$6.32M -$95.6K -342 -1%
FTDI
1012
First Trust Direct Indexing
Massachusetts
$6.32M +$3.14M +11,239 +98%
RWP
1013
RWA Wealth Partners
Massachusetts
$6.32M -$2.52K -9 -0%
CI
1014
Conning Inc
Connecticut
$6.29M -$845K -3,023 -12%
SKK
1015
Shepherd Kaplan Krochuk
Massachusetts
$6.26M -$279K -1,000 -4%
BBA
1016
BLB&B Advisors
Pennsylvania
$6.26M +$126K +452 +2%
PIMG
1017
Patriot Investment Management Group
Tennessee
$6.23M +$45.5K +163 +0.7%
LCS
1018
Levin Capital Strategies
New York
$6.21M -$1.22M -4,371 -16%
VLC
1019
Van Leeuwen & Company
New Jersey
$6.19M -$955K -3,416 -13%
MOS
1020
MGO One Seven
Ohio
$6.18M +$247K +884 +4%
TFA
1021
Teamwork Financial Advisors
Texas
$6.18M +$4.79M +17,129 +336%
GA
1022
GFS Advisors
Texas
$6.17M
CQS
1023
Credential Qtrade Securities
$6.16M +$301K +1,076 +5%
LS
1024
Livforsakringsbolaget Skandia
Sweden
$6.16M +$643K +2,300 +12%
RA
1025
Riverstone Advisors
Texas
$6.15M +$52.3K +187 +0.9%

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.