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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
HCMG
1926
Howard Capital Management Group
California
$1.35M -$3.63K -13 -0.3%
SCM
1927
Southport Capital Management
Tennessee
$1.35M +$127K +456 +10%
DAM
1928
Doheny Asset Management
California
$1.35M
CCP
1929
Cardan Capital Partners
Colorado
$1.35M +$6.15K +22 +0.5%
GFG
1930
Greystone Financial Group
Michigan
$1.34M +$47.8K +171 +4%
CA
1931
Continuum Advisory
Idaho
$1.34M +$895K +3,204 +196%
LG
1932
LaFleur & Godfrey
Michigan
$1.34M +$1.13M +4,040 +511%
SEP
1933
Southland Equity Partners
Missouri
$1.34M -$117K -417 -8%
S
1934
Seeyond
France
$1.34M -$486K -1,740 -27%
AP
1935
Atwood & Palmer
Missouri
$1.34M +$126K +450 +10%
PSB
1936
Piscataqua Savings Bank
New Hampshire
$1.33M +$8.66K +31 +0.7%
CCM
1937
Conway Capital Management
California
$1.33M -$6.99K -25 -0.5%
AB
1938
Atlas Brown
Kentucky
$1.32M -$102K -364 -7%
MJP
1939
Michael J. Puzo
$1.32M -$419K -1,500 -24%
AAM
1940
Ascension Asset Management
New York
$1.32M -$97.8K -350 -7%
RCA
1941
Rex Capital Advisors
Rhode Island
$1.32M
LFF
1942
Level Four Financial
Texas
$1.32M +$207K +740 +18%
RMC
1943
Resources Management Corp
Connecticut
$1.31M +$44.7K +160 +3%
FPFS
1944
First Personal Financial Services
North Carolina
$1.31M -$14K -50 -1%
WMP
1945
Wealth Management Partners
Arizona
$1.31M
HR
1946
Hardy Reed
Mississippi
$1.31M -$2.79K -10 -0.2%
KOMWMG
1947
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.31M +$1.4K +5 +0.1%
OCM
1948
Orleans Capital Management
Louisiana
$1.31M
VCM
1949
Versant Capital Management
Arizona
$1.3M -$117K -418 -8%
RHJA
1950
Rice Hall James & Associates
California
$1.3M

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.