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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
PWP
1026
Principle Wealth Partners
Connecticut
$6.14M +$119K +425 +2%
IC
1027
Inscription Capital
Texas
$6.14M +$5.43M +19,443 +735%
Nomura Holdings
1028
Nomura Holdings
Japan
$6.13M +$3.27M +11,686 +113%
AC
1029
Alley Company
Illinois
$6.12M +$221K +792 +4%
CWM
1030
Chronos Wealth Management
Florida
$6.12M -$4.75K -17 -0.1%
PS
1031
Pensionfund Sabic
Netherlands
$6.11M
WA
1032
WestEnd Advisors
North Carolina
$6.11M
MIP
1033
Marietta Investment Partners
Wisconsin
$6.11M
IWC
1034
Integrated Wealth Concepts
Massachusetts
$6.09M +$674K +2,411 +12%
BP
1035
Ballentine Partners
Massachusetts
$6.07M -$13.7K -49 -0.2%
GAM
1036
Grandview Asset Management
Pennsylvania
$6.06M +$2.16M +7,730 +55%
SFG
1037
SageGuard Financial Group
Tennessee
$6.06M -$969K -3,468 -14%
RAM
1038
Redmond Asset Management
Virginia
$6.05M -$59.2K -212 -1%
BA
1039
Bristlecone Advisors
Washington
$6.05M -$36.3K -130 -0.6%
WANY
1040
Wealthspire Advisors (New York)
New York
$6.03M -$7.27M -26,001 -55%
PA
1041
Perennial Advisors
New York
$6.02M +$100K +358 +2%
JIC
1042
Joel Isaacson & Co
New York
$6M +$120K +430 +2%
CCM
1043
Coldstream Capital Management
Washington
$6M +$400K +1,432 +7%
FMWA
1044
Forvis Mazars Wealth Advisors
Missouri
$5.97M -$625K -2,235 -9%
HCM
1045
Harvey Capital Management
Florida
$5.97M -$348K -1,245 -5%
BFIC
1046
Bedell Frazier Investment Counselling
California
$5.96M -$6.94M -24,820 -54%
SWM
1047
Salvus Wealth Management
New Jersey
$5.95M -$308K -1,102 -5%
ASFA
1048
All Season Financial Advisors
Colorado
$5.95M +$5.98M +21,409 New
GC
1049
Gratus Capital
Georgia
$5.93M -$2.06M -7,365 -26%
LSWM
1050
Lorne Steinberg Wealth Management
Canada
$5.92M +$68.2K +244 +1%

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.