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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
BSI
1126
Bennett Selby Investments
Maine
$5.09M +$229K +818 +5%
PBC
1127
Pavion Blue Capital
California
$5.09M -$181K -647 -3%
BFC
1128
Bedel Financial Consulting
Indiana
$5.08M +$126K +451 +3%
HCP
1129
Holt Capital Partners
Texas
$5.05M +$97.8K +350 +2%
IWP
1130
Icon Wealth Partners
Texas
$5.04M -$8.66K -31 -0.2%
RIA
1131
Realta Investment Advisors
Delaware
$5.04M +$1.68K +6 +0%
BC
1132
Blackhill Capital
New Jersey
$5.03M
CIC
1133
Crawford Investment Counsel
Georgia
$5.03M -$1.03M -3,682 -17%
RDWM
1134
Red Door Wealth Management
Tennessee
$5.02M +$327K +1,170 +7%
WPP
1135
Whalerock Point Partners
Rhode Island
$5.02M +$83.8K +300 +2%
RA
1136
Royce & Associates
New York
$5M +$140K +500 +3%
ACM
1137
AKRE Capital Management
Virginia
$4.99M
TIM
1138
Tortoise Investment Management
New York
$4.98M -$78K -279 -2%
PCM
1139
Pointe Capital Management
Michigan
$4.98M -$160K -572 -3%
CWM
1140
Circle Wealth Management
New Jersey
$4.98M -$191K -682 -4%
AF
1141
Aldebaran Financial
$4.96M -$19.6K -70 -0.4%
ETC
1142
Exchange Traded Concepts
Oklahoma
$4.96M -$2.84M -10,159 -36%
CCM
1143
Corsair Capital Management
New York
$4.95M
LWANC
1144
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.93M -$15.4K -55 -0.3%
TFS
1145
TrustCore Financial Services
Tennessee
$4.92M +$279 +1 +0%
SACTSONJ
1146
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.92M
AC
1147
Abbrea Capital
California
$4.91M +$87.5K +313 +2%
CP
1148
Clayton Partners
California
$4.89M +$60.6K +217 +1%
LSAG
1149
Lake Street Advisors Group
New Hampshire
$4.89M -$38.6K -138 -0.8%
SCM
1150
Stonebridge Capital Management
California
$4.88M +$161K +575 +3%

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.