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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
1251
Bay Colony Advisors
Massachusetts
$4.03M +$365K +1,305 +10%
SCA
1252
Snowden Capital Advisors
New York
$4.03M +$1.21M +4,316 +42%
4WM
1253
4J Wealth Management
Virginia
$4.02M -$12.9K -46 -0.3%
BHTS
1254
Bar Harbor Trust Services
Maine
$4.01M +$119K +425 +3%
CC
1255
Centiva Capital
New York
$4M +$3.27M +11,699 +432%
SBIA
1256
Sheaff Brock Investment Advisors
Indiana
$4M -$208K -745 -5%
CT
1257
Coastline Trust
Rhode Island
$3.98M +$710K +2,540 +22%
GAM
1258
Griffin Asset Management
New York
$3.98M +$29.9K +107 +0.8%
WDA
1259
Wendell David Associates
New Hampshire
$3.96M -$14K -50 -0.3%
PB
1260
Pinnacle Bancorp
Nebraska
$3.95M -$385K -1,379 -9%
B
1261
Brightworth
Georgia
$3.94M +$15.6K +56 +0.4%
HW
1262
Hancock Whitney
Mississippi
$3.94M +$55.3K +198 +1%
MFM
1263
MD Financial Management
Ontario, Canada
$3.94M +$938K +3,355 +31%
GA
1264
Greytown Advisors
Florida
$3.94M +$129K +463 +3%
ZIM
1265
Zacks Investment Management
Illinois
$3.93M -$153K -547 -4%
OFS
1266
Oldfather Financial Services
Nebraska
$3.93M -$115K -412 -3%
DAM
1267
Delta Asset Management
Tennessee
$3.93M +$27.9K +100 +0.7%
CCT
1268
Capital City Trust
Florida
$3.92M +$103K +367 +3%
PAM
1269
Pegasus Asset Management
New York
$3.92M +$28.2K +101 +0.7%
CRC
1270
Curi RMB Capital
Illinois
$3.92M +$52.8K +189 +1%
SSI
1271
Scott & Selber Inc
Texas
$3.91M -$30.5K -109 -0.8%
KC
1272
Knuff & Co
California
$3.91M +$207K +740 +6%
PP
1273
Pacifica Partners
Canada
$3.91M -$9.78K -35 -0.2%
KWA
1274
KCS Wealth Advisory
California
$3.91M +$97K +347 +3%
SP
1275
Symmetry Partners
Connecticut
$3.9M

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.