We are live on ! Find out more
BRK.B icon

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
FLPIM
1376
F.L. Putnam Investment Management
Massachusetts
$3.34M +$40K +143 +1%
HZ
1377
Hixon Zuercher
Ohio
$3.32M +$2.19M +7,836 +190%
CCFM
1378
Clear Creek Financial Management
Washington
$3.32M +$3.34M +11,956 New
FHA
1379
Flagship Harbor Advisors
Massachusetts
$3.32M -$713K -2,551 -18%
NWS
1380
Newport Wealth Strategies
California
$3.32M +$19.6K +70 +0.6%
Fiera Capital (Canada)
1381
Fiera Capital (Canada)
Quebec, Canada
$3.31M +$2.09M +7,480 +168%
DIA
1382
Dean Investment Associates
Ohio
$3.3M -$43K -154 -1%
CI
1383
CX Institutional
Indiana
$3.29M +$17.6K +63 +0.5%
DMBA
1384
Deseret Mutual Benefit Administrators
Utah
$3.29M +$3.31M +11,831 New
CF
1385
Centaurus Financial
California
$3.29M +$303K +1,085 +10%
WTB
1386
Washington Trust Bank
Washington
$3.28M -$1.96K -7 -0.1%
TIA
1387
Tiemann Investment Advisors
California
$3.28M -$15.4K -55 -0.5%
SA
1388
SRH Advisors
Kansas
$3.28M -$6.99K -25 -0.2%
CCFCSB
1389
Cape Cod Five Cents Savings Bank
Massachusetts
$3.27M -$286K -1,022 -8%
PTC
1390
Private Trust Company
Ohio
$3.27M -$360K -1,288 -10%
CWS
1391
Cypress Wealth Services
California
$3.27M -$30.2K -108 -0.9%
FCB
1392
First Command Bank
Texas
$3.27M -$125K -448 -4%
FCFS
1393
First Command Financial Services
Texas
$3.27M -$125K -448 -4%
EVM
1394
Evelyn V. Moreno
$3.26M -$130K -465 -4%
LIG
1395
Lokken Investment Group
Delaware
$3.25M +$47.2K +169 +1%
CNFG
1396
Creegan & Nassoura Financial Group
New Hampshire
$3.25M -$84.4K -302 -3%
BI
1397
Bramshill Investments
Florida
$3.24M -$6.43K -23 -0.2%
SAMC
1398
Spectrum Asset Management (California)
California
$3.23M +$40.5K +145 +1%
FC
1399
Forte Capital
New York
$3.23M +$141K +506 +5%
DIA
1400
Dana Investment Advisors
Wisconsin
$3.22M -$47.8K -171 -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.