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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
BFG
1776
Bouchey Financial Group
New York
$1.73M -$71.8K -257 -4%
FFN
1777
Focus Financial Network
Minnesota
$1.72M +$79.6K +285 +5%
MFS
1778
Madrona Financial Services
Washington
$1.72M -$251K -900 -13%
WA
1779
Wealth Alliance
New York
$1.72M -$93.9K -336 -5%
AMG
1780
Asset Management Group
Connecticut
$1.72M -$146K -524 -8%
MGWM
1781
Marks Group Wealth Management
Minnesota
$1.72M +$18.7K +67 +1%
MA
1782
MCF Advisors
Kentucky
$1.72M +$40K +143 +2%
LWM
1783
Lyell Wealth Management
California
$1.72M +$96.7K +346 +6%
HI
1784
Hudock Inc
Pennsylvania
$1.71M -$48.9K -175 -3%
WM
1785
WS Management
Florida
$1.71M
CBB
1786
Citizens Business Bank
California
$1.71M -$293K -1,050 -15%
ZCA
1787
Zeke Capital Advisors
Pennsylvania
$1.71M -$331K -1,185 -16%
NB
1788
Northwest Bancshares
Pennsylvania
$1.71M -$27.9K -100 -2%
EDRIA
1789
Edmonds Duncan Registered Investment Advisors
Kansas
$1.71M
JHP
1790
James Hambro & Partners
United Kingdom
$1.71M -$27.9K -100 -2%
DTL
1791
Dynamic Technology Lab
Singapore
$1.71M +$411K +1,470 +31%
AIM
1792
Avity Investment Management
Connecticut
$1.71M
SW
1793
SlateStone Wealth
Florida
$1.7M
PA
1794
Procyon Advisors
Connecticut
$1.7M +$175K +627 +11%
WC
1795
Winmill & Co
New York
$1.7M
GSWM
1796
Golden State Wealth Management
California
$1.69M -$335K -1,198 -16%
GL
1797
Graypoint LLC
New York
$1.69M +$151K +541 +10%
1WA
1798
180 Wealth Advisors
Washington
$1.69M +$25.7K +92 +2%
JWM
1799
Jupiter Wealth Management
Colorado
$1.69M
APG
1800
Abacus Planning Group
South Carolina
$1.69M +$53.7K +192 +3%

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.