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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
ATI
1351
Act Two Investors
California
$3.47M -$265K -948 -7%
CFMC
1352
Curbstone Financial Management Corp
New Hampshire
$3.47M -$47.5K -170 -1%
ARC
1353
Advisor Resource Council
Texas
$3.47M +$3.49M +12,485 New
MYLI
1354
Meiji Yasuda Life Insurance
Japan
$3.47M +$275K +985 +9%
RA
1355
RFG Advisory
Alabama
$3.46M +$80.5K +288 +2%
HNW
1356
High Note Wealth
Minnesota
$3.46M -$10.1K -36 -0.3%
IP
1357
Intellectus Partners
California
$3.46M +$38.8K +139 +1%
BIAS
1358
Beacon Investment Advisory Services
New Jersey
$3.46M +$53.1K +190 +2%
QCG
1359
Quadrant Capital Group
Ohio
$3.45M +$99.8K +357 +3%
CHC
1360
City Holding Co
West Virginia
$3.45M +$180K +645 +5%
MCM
1361
Mengis Capital Management
Oregon
$3.44M +$52.3K +187 +2%
AW
1362
ACG Wealth
Georgia
$3.43M +$48.3K +173 +1%
BFA
1363
Bragg Financial Advisors
North Carolina
$3.43M +$1.4K +5 +0%
TWM
1364
Tradition Wealth Management
Minnesota
$3.42M -$26.5K -95 -0.8%
RR
1365
Robotti Robert
$3.42M +$68.5K +245 +2%
WP
1366
WMS Partners
Maryland
$3.42M +$59.5K +213 +2%
KF
1367
Krilogy Financial
Missouri
$3.41M -$79.4K -284 -2%
PL
1368
Plancorp LLC
Missouri
$3.41M -$26.8K -96 -0.8%
RPSA
1369
Richard P. Slaughter Associates
Texas
$3.4M -$653K -2,337 -16%
GIM
1370
Guardian Investment Management
California
$3.38M
RIA
1371
Regal Investment Advisors
Michigan
$3.38M +$3.39M +12,142 New
GWCM
1372
Godshalk Welsh Capital Management
Pennsylvania
$3.37M
PG
1373
Patten Group
Tennessee
$3.35M +$27.9K +100 +0.8%
PWM
1374
PRW Wealth Management
Massachusetts
$3.35M +$269K +962 +9%
AIA
1375
AIMZ Investment Advisors
California
$3.34M

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.