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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
BCM
1851
Bourgeon Capital Management
Connecticut
$1.55M
ANB
1852
Amarillo National Bank
Texas
$1.55M -$40.5K -145 -3%
OWIM
1853
Old West Investment Management
California
$1.54M +$79.1K +283 +5%
BAM
1854
Baldrige Asset Management
Pennsylvania
$1.54M -$14.3K -51 -0.9%
CWM
1855
Connecticut Wealth Management
Connecticut
$1.53M -$453K -1,621 -23%
FGAM
1856
Financial Gravity Asset Management
Texas
$1.53M +$83K +297 +7%
MCM
1857
Monarch Capital Management
Indiana
$1.53M -$5.03K -18 -0.3%
CIA
1858
Compass Ion Advisors
Pennsylvania
$1.53M +$26.3K +94 +2%
QPWM
1859
Quadrant Private Wealth Management
Pennsylvania
$1.53M -$39.7K -142 -3%
FMLI
1860
Fukoku Mutual Life Insurance
Japan
$1.52M -$112K -400 -7%
SAS
1861
Sanford Advisory Services
Michigan
$1.52M
MFG
1862
MidWestOne Financial Group
Iowa
$1.52M +$57.6K +206 +4%
CA
1863
Corrado Advisors
New Jersey
$1.51M -$375K -1,343 -25%
AFG
1864
Arkansas Financial Group
Arkansas
$1.51M
CPO
1865
Cerity Partners OCIO
New York
$1.5M -$3.63K -13 -0.2%
MYIA
1866
Mount Yale Investment Advisors
Colorado
$1.49M +$10.9K +39 +0.7%
CCM
1867
Carlson Capital Management
Minnesota
$1.49M +$37.4K +134 +3%
PFA
1868
Pure Financial Advisors
California
$1.49M +$55.9K +200 +4%
CCM
1869
Community Capital Management
Florida
$1.47M -$279K -1,000 -16%
RPCA
1870
Running Point Capital Advisors
California
$1.47M +$12.6K +45 +0.9%
SPC
1871
Stewart & Patten Company
California
$1.47M -$39.1K -140 -3%
CA
1872
Calton & Associates
Florida
$1.47M -$139K -499 -9%
LWM
1873
Liberty Wealth Management
California
$1.46M +$21.2K +76 +1%
WAS
1874
Wealth Advisory Solutions
Indiana
$1.46M -$1.95M -6,977 -57%
GCC
1875
Game Creek Capital
Massachusetts
$1.45M -$321K -1,150 -18%

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.