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
PWPS
1626
Pinnacle Wealth Planning Services
Ohio
$2.18M +$14.3K +51 +0.7%
FAT
1627
First American Trust
California
$2.18M -$101K -362 -4%
VDI
1628
Vaughan David Investments
Illinois
$2.17M -$82.4K -295 -4%
HCIA
1629
Hochman Cole Investment Advisors
Illinois
$2.17M -$24K -86 -1%
WCM
1630
Whitener Capital Management
North Carolina
$2.16M +$109K +390 +5%
KCA
1631
Karn Couzens & Associates
Connecticut
$2.16M -$46.1K -165 -2%
PCH
1632
PGIM Custom Harvest
New Jersey
$2.15M
SAM
1633
Seelaus Asset Management
New Jersey
$2.15M +$18.2K +65 +0.8%
RPC
1634
Rossmore Private Capital
Connecticut
$2.15M +$123K +439 +6%
GC
1635
Garde Capital
Washington
$2.15M -$2.52K -9 -0.1%
PAM
1636
Paradigm Asset Management
New York
$2.14M
MIH
1637
Meitav Investment House
Israel
$2.13M +$1.09M +3,897 +102%
AIS
1638
American Investment Services
Massachusetts
$2.13M
HWMG
1639
Hurlow Wealth Management Group
Indiana
$2.13M -$131K -470 -6%
KA
1640
Klingman & Associates
New York
$2.13M +$12.9K +46 +0.6%
WCAMG
1641
Woodard & Company Asset Management Group
North Carolina
$2.13M +$64.3K +230 +3%
MSFP
1642
Mark Sheptoff Financial Planning
Connecticut
$2.13M +$29.3K +105 +1%
AR
1643
Advisory Research
Illinois
$2.12M -$53.9K -193 -2%
NERM
1644
New England Research & Management
Illinois
$2.12M -$21K -75 -1%
HTHT
1645
Hemenway Trust Hemenway Trust
New Hampshire
$2.12M -$22.9K -82 -1%
OHIS
1646
Oak Harvest Investment Services
Texas
$2.12M -$41.1K -147 -2%
GA
1647
GoalVest Advisory
New York
$2.12M +$316K +1,132 +17%
JBA
1648
Johnson Bixby & Associates
Washington
$2.11M +$106K +378 +5%
EGA
1649
E&G Advisors
Texas
$2.11M -$2.12M -7,583 Closed
1W
1650
1776 Wealth
Georgia
$2.1M

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.