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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
1401
Diligent Investors
California
$3.22M -$377K -1,350 -10%
FCCM
1402
First City Capital Management
Georgia
$3.21M -$11.5K -41 -0.4%
SAM
1403
SignalPoint Asset Management
Missouri
$3.2M +$19K +68 +0.6%
PAMG
1404
Patton Albertson Miller Group
Tennessee
$3.2M -$153K -549 -5%
JAG
1405
Journey Advisory Group
Kentucky
$3.2M -$31K -111 -1%
MF
1406
Manchester Financial
California
$3.2M -$8.38K -30 -0.3%
PA
1407
PFG Advisors
Arizona
$3.18M +$477K +1,708 +18%
HPWM
1408
Highland Private Wealth Management
Washington
$3.17M -$11.5K -41 -0.4%
AWE
1409
Avidian Wealth Enterprises
Texas
$3.16M +$506K +1,811 +19%
LIM
1410
Lathrop Investment Management
Arkansas
$3.16M +$34.1K +122 +1%
CAG
1411
Curtis Advisory Group
California
$3.15M +$26K +93 +0.8%
IA
1412
IndexIQ Advisors
New York
$3.15M -$26.5K -95 -0.8%
RFA
1413
Reilly Financial Advisors
California
$3.14M +$544K +1,945 +21%
LIM
1414
Leavell Investment Management
Alabama
$3.14M
HCM
1415
Hodges Capital Management
Texas
$3.13M +$307K +1,100 +11%
TSS
1416
Thomas Story & Son
Indiana
$3.12M -$181K -647 -5%
TCM
1417
Traynor Capital Management
Pennsylvania
$3.11M +$192K +686 +7%
BA
1418
Bridgewater Advisors
New York
$3.11M -$125K -449 -4%
HC
1419
Hourglass Capital
Texas
$3.1M -$8.38K -30 -0.3%
CIC
1420
Chilton Investment Company
Connecticut
$3.1M -$291K -1,042 -9%
MCM
1421
Marathon Capital Management
Maryland
$3.1M -$27.9K -100 -0.9%
SC
1422
Skylands Capital
Wisconsin
$3.1M -$1.76M -6,300 -36%
CANY
1423
Caxton Associates (New York)
New York
$3.09M +$3.11M +11,131 New
IFWM
1424
Institute for Wealth Management
Colorado
$3.09M +$40.2K +144 +1%
OAMG
1425
Odey Asset Management Group
United Kingdom
$3.09M -$1.81M -6,482 -37%

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.