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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
DI
1226
DAGCO Inc
Ohio
$4.22M +$26.3K +94 +0.6%
BAM
1227
Berkshire Asset Management
Pennsylvania
$4.21M -$260K -929 -6%
ACP
1228
Aviance Capital Partners
Florida
$4.21M
UHC
1229
Union Heritage Capital
Michigan
$4.2M
TPA
1230
Trivium Point Advisory
Connecticut
$4.19M +$12K +43 +0.3%
GC
1231
Grimes & Company
Massachusetts
$4.18M -$717K -2,565 -15%
WOSD
1232
WFA of San Diego
California
$4.18M -$56.2K -201 -1%
HIM
1233
Harbour Investment Management
Washington
$4.17M -$6.99K -25 -0.2%
QCMNJ
1234
Quantum Capital Management (New Jersey)
New Jersey
$4.17M -$12.3K -44 -0.3%
MMPW
1235
Mitchell McLeod Pugh & Williams
Alabama
$4.17M +$115K +413 +3%
BRCM
1236
Bright Rock Capital Management
Massachusetts
$4.17M +$4.19M +15,000 New
SA
1237
Strategic Advisors
New York
$4.16M +$200K +714 +5%
ARMT
1238
Amica Retiree Medical Trust
Rhode Island
$4.16M
EWA
1239
Evolution Wealth Advisors
Florida
$4.16M +$13.7K +49 +0.3%
FBA
1240
Front Barnett Associates
Illinois
$4.15M
SVWAG
1241
Sound View Wealth Advisors Group
Georgia
$4.15M -$221K -792 -5%
PCP
1242
Proficio Capital Partners
Massachusetts
$4.15M +$153K +546 +4%
CCM
1243
Compton Capital Management
Rhode Island
$4.14M -$201K -719 -5%
IFG
1244
Independent Financial Group
California
$4.12M -$66.2K -237 -2%
PAI
1245
Pittenger & Anderson Inc
Nebraska
$4.11M -$8.1K -29 -0.2%
YWP
1246
YorkBridge Wealth Partners
New York
$4.11M -$2.79K -10 -0.1%
MSA
1247
Marino Stram & Associates
Massachusetts
$4.11M +$2.38M +8,516 +136%
HA
1248
Heartland Advisors
Wisconsin
$4.09M -$822K -2,943 -17%
RMCM
1249
Reynders McVeigh Capital Management
Massachusetts
$4.06M +$18.7K +67 +0.5%
RWM
1250
Ritholtz Wealth Management
New York
$4.05M +$769K +2,751 +23%

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.