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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
WCG
1826
Weaver Consulting Group
California
$1.61M +$10.3K +37 +0.6%
GP
1827
Girard Partners
Pennsylvania
$1.61M -$87.5K -313 -5%
VCM
1828
Vivaldi Capital Management
Illinois
$1.61M -$201K -721 -11%
FF
1829
FourThought Financial
Florida
$1.61M +$3.63K +13 +0.2%
JSL
1830
JT Stratford LLC
Georgia
$1.6M +$1.4K +5 +0.1%
PIM
1831
Penobscot Investment Management
Massachusetts
$1.6M -$67.1K -240 -4%
AIP
1832
Almanack Investment Partners
Pennsylvania
$1.6M +$216K +772 +15%
AIA
1833
Arbor Investment Advisors
North Carolina
$1.6M
SL
1834
Stevard LLC
Illinois
$1.6M
CP
1835
Camelot Portfolios
Ohio
$1.6M +$752K +2,690 +88%
GWM
1836
Greenwich Wealth Management
Connecticut
$1.6M +$3.35K +12 +0.2%
CHP
1837
Cable Hill Partners
Oregon
$1.59M -$468K -1,675 -23%
HBT
1838
Heartland Bank & Trust
Illinois
$1.58M -$115K -412 -7%
JAFL
1839
Jay A. Fishman Ltd
Michigan
$1.57M
TA
1840
Tectonic Advisors
Texas
$1.57M +$164K +586 +12%
BOTW
1841
Bank of the West
California
$1.57M -$100K -358 -6%
CWM
1842
Calamos Wealth Management
Illinois
$1.57M +$219K +782 +16%
CC
1843
Capital Counsel
New York
$1.57M
MA
1844
Modus Advisors
Minnesota
$1.57M +$151K +541 +11%
MWM
1845
Mattern Wealth Management
Kansas
$1.57M +$228K +815 +17%
MCA
1846
Magnolia Capital Advisors
Mississippi
$1.56M
ICM
1847
IMS Capital Management
Oregon
$1.56M +$32.1K +115 +2%
NAS
1848
Nicolet Advisory Services
Wisconsin
$1.56M -$142K -508 -8%
PO
1849
Private Ocean
California
$1.56M +$191K +685 +14%
EWM
1850
EPG Wealth Management
Georgia
$1.55M -$55.3K -198 -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.