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
RPWA
1526
Regent Peak Wealth Advisors
Georgia
$2.6M +$17.3K +62 +0.7%
LL
1527
LPWM LLC
Minnesota
$2.6M +$124K +444 +5%
RHP
1528
Royal Harbor Partners
Texas
$2.6M +$2.61M +9,351 New
IIM
1529
InTrack Investment Management
Vermont
$2.6M +$57.3K +205 +2%
SS
1530
Sunbelt Securities
Texas
$2.59M -$4.13M -14,793 -61%
BA
1531
Ballast Advisors
Minnesota
$2.59M +$14.8K +53 +0.6%
CIM
1532
CIM Investment Management
Pennsylvania
$2.59M -$15.1K -54 -0.6%
CAAS
1533
Capital Asset Advisory Services
Michigan
$2.59M -$110K -394 -4%
SXL
1534
Summit X LLC
Missouri
$2.57M -$35.2K -126 -1%
DA
1535
Dash Acquisitions
California
$2.56M
QC
1536
Quantedge Capital
Singapore
$2.56M +$2.57M +9,200 New
LFS
1537
Legacy Financial Strategies
Kansas
$2.54M
EWM
1538
Evermay Wealth Management
Virginia
$2.54M -$60.1K -215 -2%
MCCP
1539
Mission Creek Capital Partners
California
$2.54M +$84.1K +301 +3%
YIH
1540
Y-Intercept (HK)
Hong Kong
$2.53M -$72.9K -261 -3%
ACP
1541
Ashfield Capital Partners
California
$2.53M +$231K +827 +10%
SAM
1542
Security Asset Management
New York
$2.53M -$730K -2,614 -22%
BWM
1543
BerganKDV Wealth Management
Minnesota
$2.53M +$185K +662 +8%
LHC
1544
Little House Capital
Massachusetts
$2.52M +$2.54M +9,077 New
SCC
1545
Steel Canyon Capital
Arizona
$2.52M +$2.53M +9,071 New
JWCA
1546
J.W. Coons Advisors
Ohio
$2.52M -$86.1K -308 -3%
WAM
1547
Weatherly Asset Management
California
$2.52M -$34.9K -125 -1%
PFSC
1548
Peoples Financial Services Corp
Pennsylvania
$2.5M +$191K +685 +8%
AC
1549
Apella Capital
Connecticut
$2.5M +$154K +552 +7%
CAGAS
1550
Capital Advisory Group Advisory Services
Minnesota
$2.5M +$1.24M +4,422 +97%

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.