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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
SCM
151
Shapiro Capital Management
Georgia
$157M +$7.68M +27,474 +5%
Bank of Nova Scotia
152
Bank of Nova Scotia
Ontario, Canada
$156M -$31.5M -112,618 -17%
Mitsubishi UFJ Asset Management
153
Mitsubishi UFJ Asset Management
Japan
$155M +$23M +82,258 +17%
BO
154
BRR OpCo
Ohio
$154M -$1.98M -7,098 -1%
AB
155
Amalgamated Bank
New York
$148M +$120M +428,841 +416%
OP
156
Oldfield Partners
United Kingdom
$147M -$4.86M -17,400 -3%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$143M +$5.47M +19,581 +4%
SIM
158
Sprucegrove Investment Management
Ontario, Canada
$141M -$2.54M -9,100 -2%
VRS
159
Virginia Retirement Systems
Virginia
$141M -$7.88M -28,200 -5%
WIM
160
Weitz Investment Management
Nebraska
$140M -$17.1M -61,150 -11%
SBCM
161
Schwerin Boyle Capital Management
Massachusetts
$139M -$1.21M -4,325 -0.9%
Acadian Asset Management
162
Acadian Asset Management
Massachusetts
$138M +$103M +370,137 +291%
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$137M -$5.48M -19,609 -4%
SRIM
164
Saratoga Research & Investment Management
California
$137M -$9.73M -34,811 -7%
AA
165
ALPS Advisors
Colorado
$135M -$8.38K -30 -0%
MIS
166
Morningstar Investment Services
Illinois
$131M +$397K +1,422 +0.3%
RG
167
Rathbones Group
United Kingdom
$131M +$12.2M +43,493 +10%
SG Americas Securities
168
SG Americas Securities
New York
$130M +$97.7M +349,697 +294%
FMI
169
Factory Mutual Insurance
Massachusetts
$130M -$7.8M -27,901 -6%
ACI
170
AMP Capital Investors
Australia
$130M -$3.64M -13,042 -3%
Aviva
171
Aviva
United Kingdom
$129M -$3.14M -11,253 -2%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$129M +$1.39M +4,987 +1%
SC
173
Scotia Capital
Ontario, Canada
$129M +$313K +1,121 +0.2%
Axa
174
Axa
France
$126M +$78.4M +280,639 +162%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$124M -$191K -683 -0.2%

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.