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
CTA
1176
Colonial Trust Advisors
South Carolina
$4.64M -$84.9K -304 -2%
PP
1177
PDS Planning
Ohio
$4.63M +$75.4K +270 +2%
KWM
1178
Kingsview Wealth Management
Oregon
$4.63M +$326K +1,165 +8%
BRWM
1179
B. Riley Wealth Management
Tennessee
$4.62M +$379K +1,358 +9%
BCM
1180
Beddow Capital Management
Wyoming
$4.61M +$60.1K +215 +1%
KOC
1181
Koss-Olinger Consulting
Florida
$4.59M +$196K +700 +4%
WG
1182
Watchman Group
Texas
$4.58M +$122K +437 +3%
HWA
1183
Hillcrest Wealth Advisors
New Jersey
$4.57M -$195K -698 -4%
HW
1184
Hedeker Wealth
Illinois
$4.55M -$406K -1,453 -8%
FGP
1185
Foyston, Gordon, & Payne
Ontario, Canada
$4.54M
GWS
1186
Glassman Wealth Services
Virginia
$4.53M -$440K -1,574 -9%
BFA
1187
Benedict Financial Advisors
Georgia
$4.53M -$134K -478 -3%
CFG
1188
Cooper Financial Group
California
$4.53M -$170K -607 -4%
ECG
1189
Edge Capital Group
Georgia
$4.53M -$843K -3,017 -16%
FWSM
1190
First Wilshire Securities Management
California
$4.52M -$117K -420 -3%
VPI
1191
Value Partners Investments
Manitoba, Canada
$4.52M -$327K -1,170 -7%
AFA
1192
AllGen Financial Advisors
Florida
$4.52M -$238K -852 -5%
FC
1193
FORA Capital
Florida
$4.52M -$31.6K -113 -0.7%
BOH
1194
Bank of Hawaii
Hawaii
$4.49M -$106K -379 -2%
CSC
1195
Cove Street Capital
California
$4.49M -$503K -1,800 -10%
AWA
1196
Arete Wealth Advisors
Illinois
$4.48M -$1.08M -3,879 -14%
HH
1197
Hilltop Holdings
Texas
$4.45M +$582K +2,083 +15%
CT
1198
Chicago Trust
Illinois
$4.43M +$103K +367 +2%
TFS
1199
Thoroughbred Financial Services
Tennessee
$4.43M +$240K +859 +6%
TBA
1200
Tower Bridge Advisors
Pennsylvania
$4.42M -$747K -2,675 -14%

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.