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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
SIC
1951
SFE Investment Counsel
California
$1.3M
ECM
1952
Estabrook Capital Management
New York
$1.3M -$41.9K -150 -3%
HRC
1953
Hoertkorn Richard Charles
$1.3M -$27.9K -100 -2%
GAM
1954
Gemmer Asset Management
California
$1.3M +$7.26K +26 +0.6%
AT
1955
Arden Trust
Delaware
$1.29M -$51.1K -183 -4%
APA
1956
Allegiant Private Advisors
Florida
$1.29M +$302K +1,080 +30%
PNAA
1957
Pictet North America Advisors
Switzerland
$1.29M
LCM
1958
LVM Capital Management
Michigan
$1.29M +$47.5K +170 +4%
OAM
1959
Occidental Asset Management
California
$1.28M -$27.9K -100 -2%
CSWG
1960
Cardinal Strategic Wealth Guidance
Kentucky
$1.28M -$1.4K -5 -0.1%
RIS
1961
Retirement Income Solutions
Michigan
$1.28M
WA
1962
Wambolt & Associates
Colorado
$1.27M -$3.91K -14 -0.3%
GB
1963
Goepper Burkhardt
South Carolina
$1.27M +$21.8K +78 +2%
FFA
1964
Founders Financial Alliance
North Carolina
$1.27M +$127K +456 +11%
JVBC
1965
J.V. Bruni & Co
Colorado
$1.27M -$1.46M -5,242 -54%
WIA
1966
World Investment Advisors
California
$1.27M -$46.9K -168 -4%
PWSG
1967
Pacific Wealth Strategies Group
California
$1.26M
PP
1968
Prosperity Planning
Missouri
$1.26M +$6.71K +24 +0.5%
OPCM
1969
Osborne Partners Capital Management
California
$1.26M -$131K -470 -9%
AIM
1970
Alhambra Investment Management
Florida
$1.26M +$110K +393 +9%
Edgewood Management
1971
Edgewood Management
Connecticut
$1.26M -$1.68K -6 -0.1%
AFS
1972
Axiom Financial Strategies
Indiana
$1.26M
LWP
1973
Lumature Wealth Partners
Georgia
$1.26M +$92.8K +332 +8%
DPIM
1974
Duff & Phelps Investment Management
Illinois
$1.26M -$504K -1,805 -29%
LIA
1975
LS Investment Advisors
Michigan
$1.26M -$14.8M -52,833 -92%

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.