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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
HCA
1326
Horan Capital Advisors
Ohio
$3.57M +$91.9K +329 +3%
PFM
1327
Parsec Financial Management
North Carolina
$3.57M -$185K -661 -5%
MCM
1328
Mitchell Capital Management
Kansas
$3.56M +$300K +1,073 +9%
Dodge & Cox
1329
Dodge & Cox
California
$3.56M
CAM
1330
Cozad Asset Management
Illinois
$3.56M -$79.6K -285 -2%
OPA
1331
Old Port Advisors
Maine
$3.55M -$95.6K -342 -3%
RFWA
1332
RPg Family Wealth Advisory
Massachusetts
$3.55M +$3.57M +12,772 New
SIG
1333
Sky Investment Group
Connecticut
$3.55M -$101K -362 -3%
NFG
1334
Nadler Financial Group
Illinois
$3.54M -$379K -1,355 -10%
BA
1335
Birinyi Associates
Connecticut
$3.54M +$293K +1,050 +9%
BCM
1336
Blume Capital Management
California
$3.54M -$71.3K -255 -2%
BTWM
1337
Baker Tilly Wealth Management
Wisconsin
$3.54M +$346K +1,239 +11%
GTAM
1338
Global Trust Asset Management
Florida
$3.53M -$34.6K -124 -1%
AMIM
1339
Aull & Monroe Investment Management
Alabama
$3.53M -$55.9K -200 -2%
LOAMS
1340
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.52M +$2M +7,148 +130%
Fuller & Thaler Asset Management
1341
Fuller & Thaler Asset Management
California
$3.51M -$587K -2,100 -14%
KPW
1342
Kore Private Wealth
New York
$3.51M +$619K +2,216 +21%
AA
1343
Apriem Advisors
California
$3.51M
CWA
1344
Canvas Wealth Advisors
Kansas
$3.51M +$90.8K +325 +3%
HWA
1345
HCR Wealth Advisors
California
$3.5M -$2.79K -10 -0.1%
MFA
1346
Mayflower Financial Advisors
Massachusetts
$3.5M +$1.46M +5,214 +71%
IIC
1347
Integrated Investment Consultants
Michigan
$3.49M +$206K +738 +6%
PTP
1348
Platform Technology Partners
New York
$3.49M +$3.51M +12,558 New
TA
1349
Tiedemann Advisors
New York
$3.47M -$93.9K -336 -3%
PIA
1350
Perennial Investment Advisors
California
$3.47M -$2.23K -8 -0.1%

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.