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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
WPA
1476
Winning Points Advisors
Florida
$2.85M -$85.5K -306 -3%
GKWIM
1477
Gerber Kawasaki Wealth & Investment Management
California
$2.85M +$348K +1,244 +14%
BBHBI
1478
B, B, H, & B Inc
Alabama
$2.85M +$43.9K +157 +2%
AWM
1479
Aberdeen Wealth Management
Illinois
$2.85M -$2.29M -8,197 -44%
PS
1480
Portfolio Strategies
New York
$2.84M
FNBSF
1481
First National Bank Sioux Falls
South Dakota
$2.84M -$250K -895 -8%
EAM
1482
Erste Asset Management
Austria
$2.84M +$2.23K +8 +0.1%
VLKIM
1483
Van Lanschot Kempen Investment Management
Netherlands
$2.83M +$3.33M +11,901 New
GKFF
1484
George Kaiser Family Foundation
Oklahoma
$2.83M -$1.07M -3,814 -27%
DHFB
1485
Dixon Hubard Feinour & Brown
Virginia
$2.82M -$3.53M -12,626 -55%
PGWM
1486
Parisi Gray Wealth Management
New Jersey
$2.82M -$32.1K -115 -1%
BFPW
1487
BOK Financial Private Wealth
Colorado
$2.82M +$358K +1,282 +14%
C
1488
Certuity
Florida
$2.82M +$113K +405 +4%
XSC
1489
X-Square Capital
Puerto Rico
$2.81M +$306K +1,095 +12%
TC
1490
Trust Company
Kansas
$2.81M -$277K -990 -9%
EP
1491
Eudaimonia Partners
Tennessee
$2.81M -$1.19M -4,261 -30%
TSWM
1492
Triangle Securities Wealth Management
North Carolina
$2.8M -$26K -93 -0.9%
RHDIC
1493
R.H. Dinel Investment Counsel
California
$2.79M
LAM
1494
L2 Asset Management
Massachusetts
$2.79M +$2.02M +7,211 +255%
KTC
1495
Kistler-Tiffany Companies
Pennsylvania
$2.79M -$65.7K -235 -2%
ST
1496
Sageworth Trust
Pennsylvania
$2.79M
CA
1497
Capital Advantage
California
$2.78M +$21K +75 +0.8%
BSA
1498
Bull Street Advisors
Georgia
$2.78M
GSEP
1499
Golden State Equity Partners
California
$2.76M -$441K -1,577 -14%
TIA
1500
Traphagen Investment Advisors
New Jersey
$2.76M +$83.8K +300 +3%

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.