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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
NDSI
1701
Newman Dignan & Sheerar Inc
Rhode Island
$1.95M -$19.8K -71 -1%
FMB
1702
Field & Main Bank
Kentucky
$1.94M +$22.4K +80 +1%
MWM
1703
Merriman Wealth Management
Washington
$1.93M +$319K +1,140 +20%
I
1704
INVST
Indiana
$1.93M -$167K -596 -8%
MMHP
1705
Murphy Middleton Hinkle & Parker
Georgia
$1.93M -$169K -603 -8%
AFA
1706
Abacus FCF Advisors
Florida
$1.92M -$141K -506 -7%
DL
1707
DOHJ LLC
Washington
$1.92M -$178K -636 -8%
IMOV
1708
Investment Management of Virginia
Virginia
$1.92M -$19.3K -69 -1%
AO
1709
Allen Operations
New York
$1.92M
CWAG
1710
Compton Wealth Advisory Group
Virginia
$1.92M +$4.19K +15 +0.2%
JCM
1711
Jag Capital Management
Missouri
$1.91M +$356K +1,274 +23%
MSFS
1712
Main Street Financial Solutions
Pennsylvania
$1.91M +$338K +1,209 +21%
Cohen & Steers
1713
Cohen & Steers
New York
$1.9M
SC
1714
Searle & Co
Connecticut
$1.9M
FCA
1715
FLC Capital Advisors
California
$1.9M +$18.2K +65 +1%
CCMG
1716
Clark Capital Management Group
Pennsylvania
$1.9M -$38.8K -139 -2%
CBA
1717
Coastal Bridge Advisors
Connecticut
$1.9M +$25.1K +90 +1%
BAM
1718
Brave Asset Management
New Jersey
$1.89M
FQ
1719
First Quadrant
California
$1.89M -$2.62M -9,361 -58%
CCA
1720
Childress Capital Advisors
Texas
$1.89M +$103K +370 +6%
WAG
1721
Winthrop Advisory Group
Massachusetts
$1.88M +$12.9K +46 +0.7%
SCA
1722
Stonebridge Capital Advisors
Minnesota
$1.88M +$929K +3,325 +89%
BHIC
1723
Bassett Hargrove Investment Counsel
Delaware
$1.87M +$1.88M +6,738 New
HA
1724
HYA Advisors
Missouri
$1.87M -$23.8K -85 -1%
CCM
1725
Consolidated Capital Management
California
$1.87M -$27.9K -100 -1%

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.