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
BFO
1576
Biltmore Family Office
North Carolina
$2.4M +$997K +3,568 +71%
HA
1577
Harfst & Associates
Wyoming
$2.39M +$18.7K +67 +0.8%
AAM
1578
Advisors Asset Management
Colorado
$2.39M +$511K +1,828 +27%
BWA
1579
BDO Wealth Advisors
Florida
$2.37M +$89.4K +320 +4%
TNBTD
1580
Trustmark National Bank Trust Department
Mississippi
$2.37M -$217K -778 -8%
MCG
1581
MACRO Consulting Group
New Jersey
$2.37M -$92.8K -332 -4%
ACM
1582
Ashford Capital Management
Delaware
$2.37M
TC
1583
Trilogy Capital
California
$2.37M +$1.74M +6,214 +278%
SIC
1584
Schwartz Investment Counsel
Michigan
$2.36M
AMC
1585
Asset Management Corp
Illinois
$2.36M -$136K -485 -5%
PFS
1586
Physicians Financial Services
North Carolina
$2.35M -$97.8K -350 -4%
SCM
1587
SOL Capital Management
Maryland
$2.35M +$44.7K +160 +2%
Credit Agricole
1588
Credit Agricole
France
$2.34M -$158K -566 -6%
Simplex Trading
1589
Simplex Trading
Illinois
$2.34M +$2.33M +8,332 +8,332%
AFP
1590
Ausdal Financial Partners
Iowa
$2.34M -$60.9K -218 -3%
IMA
1591
Investment Management Associates
Colorado
$2.33M -$185K -662 -7%
TLCM
1592
Twin Lakes Capital Management
California
$2.33M +$74.6K +267 +3%
HBCM
1593
Heron Bay Capital Management
Michigan
$2.33M -$43.6K -156 -2%
HDIM
1594
Hanson & Doremus Investment Management
Vermont
$2.32M -$1.16M -4,149 -28%
AA
1595
Aufman Associates
Pennsylvania
$2.32M -$37.7K -135 -2%
PWS
1596
Paragon Wealth Strategies
Florida
$2.31M +$146K +524 +7%
WG
1597
Winton Group
United Kingdom
$2.3M +$416K +1,489 +22%
BOPW
1598
Brandywine Oak Private Wealth
Pennsylvania
$2.3M +$2.31M +8,274 New
SIAP
1599
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M -$55.9K -200 -2%
VNA
1600
Valley National Advisers
Pennsylvania
$2.29M +$83.8K +300 +4%

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.