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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
SFG
1651
SNS Financial Group
Minnesota
$2.1M +$5.87K +21 +0.3%
ADL
1652
Asset Dedication LLC
California
$2.09M +$424K +1,519 +26%
NAM
1653
NTV Asset Management
West Virginia
$2.09M
MCM
1654
Magnolia Capital Management
New York
$2.09M -$9.78K -35 -0.5%
BFS
1655
Baskin Financial Services
Ontario, Canada
$2.09M
CTFG
1656
Capstone Triton Financial Group
Oklahoma
$2.09M +$52.8K +189 +3%
IIM
1657
Intact Investment Management
Quebec, Canada
$2.08M -$196K -700 -9%
6M
1658
6 Meridian
Kansas
$2.08M -$93.6K -335 -4%
QCM
1659
Quest Capital Management
Texas
$2.07M +$36.6K +131 +2%
BWP
1660
Baldwin Wealth Partners
Massachusetts
$2.07M -$51.1K -183 -2%
GIA
1661
Gladstone Institutional Advisory
Florida
$2.06M +$228K +815 +12%
BCM
1662
Bayesian Capital Management
New York
$2.06M +$2.07M +7,400 New
OC
1663
Oakworth Capital
Alabama
$2.06M +$31.3K +112 +2%
HP
1664
Hikari Power
Japan
$2.05M
EWM
1665
Endurance Wealth Management
Rhode Island
$2.05M +$21.5K +77 +1%
SMC
1666
Smith, Moore & Co
Missouri
$2.05M +$192K +688 +10%
CA
1667
Cortland Associates
Missouri
$2.05M -$23.2K -83 -1%
RM
1668
Resource Management
Louisiana
$2.04M -$424K -1,516 -17%
SFSIG
1669
San Francisco Sentry Investment Group
California
$2.04M -$4.75K -17 -0.2%
FAG
1670
Financial Advisory Group
Texas
$2.04M
PCS
1671
Personal CFO Solutions
New Jersey
$2.04M +$1.28M +4,590 +168%
XF
1672
XML Financial
Maryland
$2.03M
PFGIA
1673
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$259K +926 +14%
PAG
1674
Private Advisory Group
Washington
$2.03M +$545K +1,952 +36%
CCG
1675
Cypress Capital Group
Florida
$2.03M

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.