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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
DWM
1901
Dakota Wealth Management
Florida
$1.4M +$214K +766 +18%
LP
1902
LGL Partners
Pennsylvania
$1.4M -$55K -197 -4%
AIM
1903
Acropolis Investment Management
Missouri
$1.4M -$79.6K -285 -5%
NGA
1904
Naples Global Advisors
Florida
$1.4M -$83.8K -300 -6%
UAS
1905
United Asset Strategies
New York
$1.4M +$29.6K +106 +2%
MCM
1906
Maple Capital Management
Vermont
$1.4M
FA
1907
Fiducient Advisors
Illinois
$1.4M
WSC
1908
Wellington Shields & Co
New York
$1.4M +$33K +118 +2%
HBT
1909
Hills Bank & Trust
Iowa
$1.4M +$47.5K +170 +4%
LJAC
1910
L.J. Altfest & Co
New York
$1.39M
BWM
1911
BCGM Wealth Management
Indiana
$1.39M +$146K +524 +12%
AIM
1912
Artemis Investment Management
United Kingdom
$1.39M
WFI
1913
West Family Investments
California
$1.39M +$1.39M +4,991 New
HL
1914
HeadInvest LLC
Maine
$1.38M +$12K +43 +0.9%
RW
1915
Rede Wealth
Virginia
$1.38M -$51.1K -183 -4%
CIP
1916
Convergence Investment Partners
Florida
$1.38M -$79.6K -285 -5%
FEG
1917
Financial Enhancement Group
Indiana
$1.37M -$9.5K -34 -0.7%
RCG
1918
Rock Creek Group
District of Columbia
$1.37M +$243K +870 +21%
LCM
1919
Laurion Capital Management
New York
$1.36M -$67.2M -240,496 -98%
UBG
1920
United Bank (Georgia)
Georgia
$1.36M -$65.4K -234 -5%
AFC
1921
AFT Forsyth & Company
Florida
$1.36M
LC
1922
Lindbrook Capital
California
$1.36M -$208K -744 -13%
FNFDCM
1923
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.36M
GC
1924
Gilbert & Cook
Iowa
$1.36M -$55.6K -199 -4%
BWM
1925
BCS Wealth Management
Tennessee
$1.36M +$27.9K +100 +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.