We are live on ! Find out more
BRK.B icon

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
KMWM
1976
Keudell/Morrison Wealth Management
Oregon
$1.25M +$1.12K +4 +0.1%
MMG
1977
Monetary Management Group
Missouri
$1.25M -$14K -50 -1%
AWS
1978
AJ Wealth Strategies
New York
$1.25M -$140K -500 -10%
SEEDPG
1979
S.E.E.D. Planning Group
New York
$1.25M +$11.2K +40 +0.9%
NSAM
1980
North Star Asset Management
Wisconsin
$1.24M +$97.8K +350 +8%
CPA
1981
Capital Planning Advisors
California
$1.24M -$1.68K -6 -0.1%
NL
1982
NVWM LLC
Pennsylvania
$1.24M -$20.7K -74 -2%
HFA
1983
Hoover Financial Advisors
Pennsylvania
$1.24M +$218K +779 +21%
IA
1984
Insight Advisors
Pennsylvania
$1.24M -$324K -1,159 -21%
LJHT
1985
Laurie J. Hall Trustee
$1.24M -$125K -448 -9%
GCAC
1986
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.24M -$35.5K -127 -3%
PPW
1987
Parcion Private Wealth
Washington
$1.24M
SCA
1988
Sage Capital Advisors
South Dakota
$1.24M
WAAG
1989
Wealth Alliance Advisory Group
Kansas
$1.24M +$18.2K +65 +1%
SOW
1990
State of Wyoming
Wyoming
$1.23M +$706K +2,528 +132%
EWM
1991
Elmwood Wealth Management
California
$1.23M -$6.99K -25 -0.6%
DWMG
1992
DB Wealth Management Group
California
$1.23M -$4.19K -15 -0.3%
LA
1993
Latitude Advisors
Florida
$1.22M -$559 -2 -0%
TWA
1994
Tillar-Wenstrup Advisors
Ohio
$1.21M +$16.8K +60 +1%
CAC
1995
Certified Advisory Corp
Florida
$1.21M +$4.19K +15 +0.3%
PGA
1996
Portland Global Advisors
Maine
$1.21M +$201K +720 +20%
WWMSC
1997
Wagner Wealth Management (South Carolina)
South Carolina
$1.21M +$49.5K +177 +4%
MAM
1998
McLean Asset Management
Virginia
$1.21M +$279 +1 +0%
OCM
1999
Osterweis Capital Management
California
$1.21M -$5.03K -18 -0.4%
PCG
2000
Private Capital Group
Connecticut
$1.2M +$35.8K +128 +3%

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.