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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
BSB
1751
Bangor Savings Bank
Maine
$1.8M -$59.8K -214 -3%
LBC
1752
Lowe Brockenbrough & Co
Virginia
$1.8M -$54.5K -195 -3%
CBT
1753
Capital Bank & Trust
California
$1.8M -$7.83M -28,019 -81%
GGS
1754
Galvin Gaustad & Stein
Arizona
$1.8M -$59.8K -214 -3%
1WM
1755
1900 Wealth Management
Texas
$1.79M
MECA
1756
Miller Equity Capital Advisors
Texas
$1.79M +$55.9K +200 +3%
AA
1757
Alesco Advisors
New York
$1.79M
VR
1758
Viridian RIA
Washington
$1.79M
PP
1759
Professional Planning
California
$1.79M +$113K +403 +7%
VC
1760
Vestor Capital
Illinois
$1.79M -$5.59K -20 -0.3%
EFSCE
1761
Enterprise Financial Services Corp (EFSC)
Missouri
$1.79M +$410K +1,468 +30%
CNC
1762
Canandaigua National Corp
New York
$1.79M -$53.1K -190 -3%
ICM
1763
Islay Capital Management
Texas
$1.78M
SIAG
1764
Signet Investment Advisory Group
Rhode Island
$1.77M +$176K +630 +11%
NB
1765
Nicolet Bankshares
Wisconsin
$1.76M +$36.6K +131 +2%
EIA
1766
Eldridge Investment Advisors
New Hampshire
$1.76M +$5.87K +21 +0.3%
FFS
1767
Founders Financial Securities
Maryland
$1.76M +$69.6K +249 +4%
GWAG
1768
Garrett Wealth Advisory Group
Texas
$1.76M -$10.1K -36 -0.6%
HCM
1769
Hall Capital Management
Rhode Island
$1.75M +$1.76M +6,284 New
GCM
1770
Galibier Capital Management
Ontario, Canada
$1.75M -$246K -881 -12%
OWA
1771
Octavia Wealth Advisors
Ohio
$1.74M +$5.31K +19 +0.3%
MS
1772
Maven Securities
Jersey
$1.74M +$1.45M +5,204 +497%
DF
1773
Donoghue Forlines
Massachusetts
$1.73M +$1.74M +6,237 New
IF
1774
Intrua Financial
Texas
$1.73M -$31.9K -114 -2%
SCM
1775
Sterneck Capital Management
Missouri
$1.73M +$15.4K +55 +0.9%

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.