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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
BCA
1151
Berman Capital Advisors
Georgia
$4.87M +$397K +1,422 +9%
WB
1152
WesBanco Bank
West Virginia
$4.84M -$430K -1,540 -8%
IAN
1153
Integrated Advisors Network
Texas
$4.83M +$36.6K +131 +0.8%
FMC
1154
First Merchants Corp
Indiana
$4.83M +$62.6K +224 +1%
WAP
1155
Wealthcare Advisory Partners
Pennsylvania
$4.82M +$451K +1,615 +10%
CBTWT
1156
Community Bank & Trust (Waco, Texas)
Texas
$4.79M -$87.2K -312 -2%
FHC
1157
First Heartland Consultants
Missouri
$4.79M -$93.1K -333 -2%
NAM
1158
NorthCoast Asset Management
Connecticut
$4.78M +$1.04M +3,739 +28%
NC
1159
NovaPoint Capital
Georgia
$4.78M +$436K +1,560 +10%
BIMC
1160
Benson Investment Management Company
Virginia
$4.77M +$32.1K +115 +0.7%
KA
1161
Kovack Advisors
Florida
$4.77M +$100K +359 +2%
BIM
1162
Baldwin Investment Management
Pennsylvania
$4.77M -$108K -387 -2%
SNBOSCI
1163
Security National Bank of Sioux City Iowa
Iowa
$4.77M -$1.25M -4,459 -21%
IWA
1164
Intercontinental Wealth Advisors
Texas
$4.76M +$152K +543 +3%
TAM
1165
Trust Asset Management
Texas
$4.76M +$418K +1,496 +10%
MWM
1166
Marietta Wealth Management
Georgia
$4.76M -$40.5K -145 -0.8%
RAM
1167
RK Asset Management
Michigan
$4.72M -$24.6K -88 -0.5%
FPB
1168
First PREMIER Bank
South Dakota
$4.72M -$119K -425 -2%
SAS
1169
Stelac Advisory Services
New York
$4.71M -$577K -2,065 -11%
AWA
1170
Arkadios Wealth Advisors
Georgia
$4.7M +$1.02M +3,633 +27%
HCMT
1171
Highland Capital Management (Tennessee)
Tennessee
$4.7M -$6.91M -24,730 -59%
GCM
1172
Glynn Capital Management
California
$4.7M
WP
1173
WealthShield Partners
North Carolina
$4.7M +$299K +1,071 +7%
ONB
1174
Old National Bancorp
Indiana
$4.69M -$272K -975 -5%
TWA
1175
TCI Wealth Advisors
Arizona
$4.66M -$1.4K -5 -0%

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.