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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
CCT
1601
Chemung Canal Trust
New York
$2.28M -$133K -475 -5%
AMM
1602
American Money Management
California
$2.28M +$55.9K +200 +3%
CFS
1603
CRA Financial Services
New Jersey
$2.27M -$16.8K -60 -0.7%
VAS
1604
Vestmark Advisory Solutions
Massachusetts
$2.27M -$85.5K -306 -4%
TC
1605
Truvestments Capital
Florida
$2.27M +$306K +1,096 +16%
NA
1606
Nottingham Advisors
New York
$2.26M -$30.7K -110 -1%
PP
1607
Pegasus Partners
Wisconsin
$2.26M -$429K -1,535 -16%
BZWA
1608
Blue Zone Wealth Advisors
California
$2.25M -$5.03K -18 -0.2%
QI
1609
Qtron Investments
Massachusetts
$2.25M
PWMAG
1610
Pinnacle Wealth Management Advisory Group
New Jersey
$2.25M +$175K +626 +8%
AIIMS
1611
Analyst IMS Investment Management Services
Israel
$2.24M -$42.2K -151 -2%
BP
1612
BBR Partners
New York
$2.24M -$258K -922 -10%
ROTUOC
1613
Regents of the University of California
California
$2.23M
MC
1614
Maverick Capital
Texas
$2.23M +$2.25M +8,040 New
GRP
1615
Global Retirement Partners
California
$2.23M +$173K +618 +8%
WP
1616
WealthSource Partners
California
$2.22M -$455K -1,630 -17%
RW
1617
REDW Wealth
New Mexico
$2.22M
MWA
1618
Marshall Wace Asia
Hong Kong
$2.2M -$155K -553 -7%
DTIM
1619
Danda Trouve Investment Management
Kansas
$2.2M -$62K -222 -3%
ACS
1620
Archford Capital Strategies
Illinois
$2.19M -$64.3K -230 -3%
VFA
1621
Voya Financial Advisors
Connecticut
$2.19M -$12.2M -43,588 -85%
TCM
1622
Teza Capital Management
Illinois
$2.19M +$2.2M +7,870 New
CC
1623
Cipher Capital
New York
$2.19M +$2.2M +7,861 New
SRAM
1624
Spouting Rock Asset Management
Pennsylvania
$2.18M
SS
1625
Simplicity Solutions
Minnesota
$2.18M +$278K +994 +15%

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.