We are live on ! Find out more
BRK.B icon

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
WG
1101
Welch Group
Alabama
$5.39M +$308K +1,103 +6%
SIM
1102
Sentry Investment Management
Wisconsin
$5.38M -$1.53M -5,493 -22%
LWAC
1103
Laurel Wealth Advisors (California)
California
$5.37M +$95.3K +341 +2%
IB
1104
Intrust Bank
Kansas
$5.36M -$23.8K -85 -0.4%
22CM
1105
20/20 Capital Management
California
$5.36M -$182K -650 -3%
PJSIMP
1106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.35M -$534K -1,910 -9%
AI
1107
AXS Investments
New York
$5.34M -$116K -416 -2%
NB
1108
NBT Bank
New York
$5.34M -$76.6K -274 -1%
MWM
1109
Meridian Wealth Management
Kentucky
$5.34M +$1.01M +3,609 +23%
GVAG
1110
Great Valley Advisor Group
Delaware
$5.34M +$2.46M +8,819 +84%
BONH
1111
Bank of New Hampshire
New Hampshire
$5.34M +$5.37M +19,210 New
WCA
1112
Waratah Capital Advisors
Ontario, Canada
$5.32M -$19.6M -70,126 -79%
IIA
1113
IPG Investment Advisors
California
$5.3M -$250K -895 -4%
AWM
1114
Apollon Wealth Management
South Carolina
$5.29M -$20.7K -74 -0.4%
BPC
1115
Banque Pictet & Cie
Switzerland
$5.28M +$894K +3,200 +20%
ECM
1116
ExodusPoint Capital Management
New York
$5.25M -$3.75M -13,422 -42%
TU
1117
TDAM USA
Ontario, Canada
$5.22M -$1.41M -5,039 -21%
LWM
1118
Laidlaw Wealth Management
New York
$5.21M +$5.24M +18,743 New
RWA
1119
Ropes Wealth Advisors
Massachusetts
$5.2M -$149K -532 -3%
JSC
1120
Jackson Square Capital
California
$5.2M +$5.59K +20 +0.1%
PK
1121
Pflug Koory
Nebraska
$5.18M +$414K +1,480 +9%
WA
1122
WBH Advisory
Maryland
$5.18M -$12.9K -46 -0.2%
DLA
1123
Douglas Lane & Associates
New York
$5.17M +$140K +502 +3%
TPCW
1124
TD Private Client Wealth
New York
$5.12M -$1.01M -3,630 -16%
MWA
1125
Moser Wealth Advisors
Washington
$5.1M +$48.9K +175 +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.