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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
OC
1501
Oarsman Capital
Wisconsin
$2.75M -$337K -1,205 -11%
ARMC
1502
American Research & Management Company
Massachusetts
$2.75M +$592K +2,120 +27%
FWM
1503
Focused Wealth Management
New York
$2.75M -$30.7K -110 -1%
DWT
1504
Dorsey & Whitney Trust
South Dakota
$2.73M -$252K -901 -8%
AFIA
1505
America First Investment Advisors
Nebraska
$2.73M -$11.5K -41 -0.4%
PNC
1506
Park National Corp
Ohio
$2.73M -$34.9K -125 -1%
BDF
1507
Balasa Dinverno & Foltz
$2.72M +$121K +434 +5%
WA
1508
WealthTrust Axiom
Pennsylvania
$2.7M +$55.9K +200 +2%
LFA
1509
Landmark Financial Advisors
Kentucky
$2.7M -$59.8K -214 -2%
BCM
1510
BTR Capital Management
California
$2.7M -$140K -500 -5%
FMBTD
1511
First Midwest Bank Trust Division
Illinois
$2.69M +$47.2K +169 +2%
MA
1512
Mezzasalma Advisors
New Jersey
$2.68M +$42.5K +152 +2%
GFS
1513
GYL Financial Synergies
Connecticut
$2.67M -$81.3K -291 -3%
MG
1514
Mather Group
Illinois
$2.66M +$160K +571 +6%
NWM
1515
Northwest Wealth Management
Iowa
$2.66M -$2.37M -8,483 -47%
GEA
1516
Glen Eagle Advisors
New Jersey
$2.66M +$336K +1,203 +14%
CPWM
1517
Cardinal Point Wealth Management
California
$2.65M
SIG
1518
Sargent Investment Group
Maryland
$2.65M +$13.7K +49 +0.5%
GWSG
1519
GPS Wealth Strategies Group
Colorado
$2.65M +$124K +442 +5%
ST
1520
Sabal Trust
Florida
$2.64M -$2.79K -10 -0.1%
LRPA
1521
L. Roy Papp & Associates
Arizona
$2.64M -$9.78K -35 -0.4%
V
1522
VeraBank
Texas
$2.63M -$27.9K -100 -1%
MFG
1523
Merit Financial Group
Georgia
$2.63M -$54.8K -196 -2%
OCM
1524
Orser Capital Management
Texas
$2.62M
ACM
1525
Ativo Capital Management
Illinois
$2.6M +$2.62M +9,374 New

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.