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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
Aberdeen Group
126
Aberdeen Group
United Kingdom
$210M -$1.71M -6,130 -0.8%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$208M -$89.5M -320,423 -30%
YAM
128
Yacktman Asset Management
Texas
$206M -$22.9M -82,095 -10%
GC
129
Giverny Capital
Quebec, Canada
$204M +$8.39M +30,025 +4%
MVIP
130
Mar Vista Investment Partners
California
$204M -$29.6M -105,899 -13%
EHC
131
Everett Harris & Co
California
$201M -$599K -2,143 -0.3%
Victory Capital Management
132
Victory Capital Management
Texas
$200M -$3.89M -13,927 -2%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$195M -$1.53M -5,468 -0.8%
BWA
134
Brave Warrior Advisors
New York
$194M -$193M -690,386 -50%
US Bancorp
135
US Bancorp
Minnesota
$188M -$1.65M -5,891 -0.9%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$187M +$504K +1,805 +0.3%
Asset Management One
137
Asset Management One
Japan
$186M +$2.15M +7,692 +1%
CWM
138
CIBC World Markets
New York
$184M -$134M -477,981 -42%
MAMU
139
Marathon Asset Management (UK)
United Kingdom
$182M +$93M +332,882 +103%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$181M -$236M -845,777 -56%
GIM
141
Greylin Investment Management
Virginia
$176M -$5.34M -19,118 -3%
MC
142
Metropolis Capital
United Kingdom
$172M -$2.68M -9,595 -2%
RE
143
RBC Europe
United Kingdom
$172M +$6.83M +24,430 +4%
VanEck Associates
144
VanEck Associates
New York
$170M +$20.8M +74,478 +14%
ESBC
145
E.S. Barr & Co
Kentucky
$170M -$2.28M -8,152 -1%
RCG
146
Ruane, Cunniff & Goldfarb
New York
$169M -$4.14M -14,820 -2%
AACR
147
ACR Alpine Capital Research
Missouri
$165M -$2.6M -9,295 -2%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$164M +$38.5M +137,642 +30%
Kovitz Investment Group Partners
149
Kovitz Investment Group Partners
Illinois
$162M +$15.3M +54,796 +10%
GIA
150
Gateway Investment Advisers
Ohio
$157M -$9.74M -34,861 -6%

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.