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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
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$123M +$42.9M +153,455 +53%
JFL
177
Jarislowsky, Fraser Ltd
Quebec, Canada
$123M -$29.2M -104,637 -19%
MCI
178
McDonald Capital Investors
California
$122M -$2.39M -8,555 -2%
O
179
Ossiam
France
$122M -$45.4M -162,368 -27%
PCA
180
Personal Capital Advisors
California
$121M +$5.89M +21,067 +5%
ProShare Advisors
181
ProShare Advisors
Maryland
$121M +$6.51M +23,310 +6%
MIM
182
MetLife Investment Management
New Jersey
$120M -$4.17M -14,910 -3%
UCFA
183
United Capital Financial Advisors
Texas
$120M -$2.11M -7,563 -2%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119M +$612K +2,189 +0.5%
Millennium Management
185
Millennium Management
New York
$119M +$79.1M +283,166 +197%
LSV Asset Management
186
LSV Asset Management
Illinois
$119M -$30.1M -107,880 -20%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$118M -$4.4M -15,732 -4%
BC
188
Bartlett & Co
Ohio
$118M -$4.4M -15,732 -4%
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$118M -$1.97M -7,040 -2%
BCM
190
Bronte Capital Management
Australia
$118M -$1.04M -3,711 -0.9%
TAM
191
Timucuan Asset Management
Florida
$115M -$1.15M -4,099 -1%
Lazard Asset Management
192
Lazard Asset Management
New York
$108M -$24M -85,906 -18%
PAM
193
Panagora Asset Management
Massachusetts
$107M -$6.56M -23,488 -6%
ASRS
194
Arizona State Retirement System
Arizona
$107M -$624K -2,233 -0.6%
CB
195
Cooke & Bieler
Pennsylvania
$107M -$13.2M -47,217 -11%
OPERF
196
Oregon Public Employees Retirement Fund
Oregon
$106M +$61.2M +218,967 +135%
AI
197
Ariel Investments
Illinois
$105M -$26.1M -93,324 -20%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$102M +$5.31M +18,992 +5%
SAA
199
Southeast Asset Advisors
Georgia
$101M -$82.4K -295 -0.1%
Comerica Bank
200
Comerica Bank
Texas
$100M -$4.92M -17,610 -5%

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.