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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
PWG
1201
Private Wealth Group
Florida
$4.41M +$553K +1,979 +14%
III
1202
Independent Investors Inc
New York
$4.41M -$55.9K -200 -1%
VVP
1203
Venture Visionary Partners
Ohio
$4.41M -$1.71M -6,137 -28%
FP
1204
Factorial Partners
New York
$4.39M -$2.82M -10,100 -39%
SFFS
1205
Stonehage Fleming Financial Services
Jersey
$4.39M -$138K -495 -3%
SIMM
1206
Stillwater Investment Management (Minnesota)
Minnesota
$4.39M -$15.6K -56 -0.4%
NP
1207
NorthRock Partners
Minnesota
$4.38M +$61.5K +220 +1%
SC
1208
Slow Capital
California
$4.38M +$112K +401 +3%
FPS
1209
Fieldpoint Private Securities
Connecticut
$4.38M -$1.35M -4,840 -24%
HBWM
1210
Hollow Brook Wealth Management
New York
$4.37M -$22.4K -80 -0.5%
PMFA
1211
Plante Moran Financial Advisors
Michigan
$4.36M +$1.05M +3,741 +31%
BFC
1212
Blue Fin Capital
Rhode Island
$4.35M +$14.5K +52 +0.3%
AUB
1213
Atlantic Union Bankshares
Virginia
$4.3M +$693K +2,480 +19%
BHB
1214
Bank Hapoalim BM
Israel
$4.28M +$76.6K +274 +2%
WC
1215
Woodstock Corp
Massachusetts
$4.28M +$79.9K +286 +2%
IIC
1216
Ironwood Investment Counsel
Arizona
$4.28M +$227K +814 +6%
CFFP
1217
Center for Financial Planning
Michigan
$4.28M -$19.6K -70 -0.5%
APP
1218
Avantax Planning Partners
Iowa
$4.27M -$49.5K -177 -1%
CWA
1219
Clarity Wealth Advisors
California
$4.26M +$153K +549 +4%
1SB
1220
1ST Source Bank
Indiana
$4.25M -$4.75K -17 -0.1%
WC
1221
Weil Company
California
$4.25M +$279K +1,000 +7%
BCM
1222
Breiter Capital Management
Florida
$4.24M +$385K +1,377 +10%
LS
1223
Leelyn Smith
Illinois
$4.23M -$226K -807 -5%
CWC
1224
Carolinas Wealth Consulting
North Carolina
$4.23M +$122K +435 +3%
TI
1225
Truepoint Inc
Ohio
$4.23M +$7.82K +28 +0.5%

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.