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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
MIA
1076
MainStreet Investment Advisors
Illinois
$5.63M -$1.28M -4,577 -18%
WP
1077
Wedgewood Partners
Missouri
$5.63M
LA
1078
LexAurum Advisors
Kansas
$5.62M -$158K -566 -3%
GAMC
1079
Garner Asset Management Corp
Texas
$5.61M +$172K +614 +3%
JFA
1080
Johanson Financial Advisors
California
$5.61M +$51.7K +185 +0.9%
AWA
1081
ARS Wealth Advisors
Florida
$5.6M -$132K -472 -2%
ACM
1082
Azimuth Capital Management
Michigan
$5.58M +$11.2K +40 +0.2%
SWA
1083
Stratos Wealth Advisors
Ohio
$5.58M -$78K -279 -1%
CT
1084
Cambridge Trust
Massachusetts
$5.57M +$402K +1,440 +8%
P
1085
Pitcairn
Pennsylvania
$5.56M -$76.8K -275 -1%
AF
1086
Ally Financial
Michigan
$5.56M
RIM
1087
Redwood Investment Management
Arizona
$5.55M +$949K +3,395 +20%
SLA
1088
Silver Lake Advisory
Utah
$5.54M -$124K -442 -2%
LFAS
1089
Level Four Advisory Services
Texas
$5.54M +$185K +662 +3%
BFEC
1090
Benjamin F. Edwards & Company
Missouri
$5.52M -$29.1K -104 -0.5%
WIC
1091
Woodmont Investment Counsel
Tennessee
$5.49M -$243K -871 -4%
SLI
1092
Sumitomo Life Insurance
Japan
$5.48M -$814K -2,912 -13%
IEFM
1093
IQ EQ Fund Management
Ireland
$5.48M -$643K -2,302 -10%
POIA
1094
Pin Oak Investment Advisors
Texas
$5.48M -$68.5K -245 -1%
CAM
1095
Cypress Asset Management
Texas
$5.46M +$1.5M +5,353 +37%
TCOO
1096
Trust Company of Oklahoma
Oklahoma
$5.44M -$117K -419 -2%
OFG
1097
Oxford Financial Group
Indiana
$5.44M +$17.6K +63 +0.3%
EIP
1098
Ellis Investment Partners
Pennsylvania
$5.44M +$27.9K +100 +0.5%
FB
1099
Fulton Bank
Pennsylvania
$5.43M +$302K +1,081 +6%
SFI
1100
Susquehanna Fundamental Investments
Pennsylvania
$5.42M -$3.88M -13,900 -42%

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.