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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
MF
1051
Montis Financial
Massachusetts
$5.92M +$50.6K +181 +0.9%
WGCA
1052
Wolf Group Capital Advisors
Virginia
$5.89M +$113K +406 +2%
HFS
1053
Hantz Financial Services
Michigan
$5.88M +$64.3K +230 +1%
DWP
1054
Destiny Wealth Partners
Florida
$5.86M -$30.2K -108 -0.5%
BPM
1055
Bowling Portfolio Management
Ohio
$5.85M +$843K +3,016 +17%
TCA
1056
Transcend Capital Advisors
New Jersey
$5.82M +$2.23K +8 +0%
RCAG
1057
Rehmann Capital Advisory Group
Michigan
$5.81M +$26K +93 +0.4%
TWM
1058
Titus Wealth Management
California
$5.76M +$79.4K +284 +1%
CA
1059
Cambridge Advisors
Nebraska
$5.76M -$232K -832 -4%
CGL
1060
Clarius Group LLC
Washington
$5.75M +$65.4K +234 +1%
PCAP
1061
Pratt Collard Advisory Partners
New York
$5.75M +$5.87K +21 +0.1%
OCAM
1062
Onex Canada Asset Management
Ontario, Canada
$5.73M +$78K +279 +1%
HIMC
1063
Heritage Investors Management Corp
Maryland
$5.72M -$40.8K -146 -0.7%
SNBOSD
1064
Security National Bank of So Dak
Iowa
$5.72M +$914K +3,271 +19%
AAM
1065
AR Asset Management
California
$5.7M
NHC
1066
Nicholas Hoffman & Company
Georgia
$5.7M +$452K +1,619 +9%
CHA
1067
Carmichael Hill & Associates
Maryland
$5.7M -$67.1K -240 -1%
FI
1068
Fosun International
China
$5.69M -$915K -3,275 -14%
IA
1069
IFG Advisory
Georgia
$5.68M +$674K +2,413 +13%
MHS
1070
M Holdings Securities
Oregon
$5.67M -$345K -1,235 -6%
AAMU
1071
AEGON Asset Management (UK)
United Kingdom
$5.67M -$625K -2,238 -10%
VHAM
1072
Van Hulzen Asset Management
California
$5.65M +$179K +639 +3%
FAIM
1073
Financial Advocates Investment Management
Washington
$5.65M +$453K +1,620 +6%
BRM
1074
Boston Research & Management
Massachusetts
$5.64M -$62K -222 -1%
SB
1075
Simmons Bank
Arkansas
$5.64M -$30.5K -109 -0.5%

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.