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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
FCFC
2001
First Citizens Financial Corp
Iowa
$1.2M
CW
2002
CreativeOne Wealth
Kansas
$1.19M -$482K -1,724 -29%
SIM
2003
Sadoff Investment Management
Wisconsin
$1.19M
FPGK
2004
Financial Partners Group (Kansas)
Kansas
$1.19M +$10.6K +38 +0.9%
PT
2005
Plimoth Trust
Massachusetts
$1.19M +$148K +531 +14%
NI
2006
NFC Investments
Tennessee
$1.18M
FNWM
2007
Financial Network Wealth Management
Utah
$1.18M
KFP
2008
KMG Fiduciary Partners
Ohio
$1.18M +$113K +404 +11%
CAG
2009
Csenge Advisory Group
Florida
$1.18M +$682K +2,439 +139%
BBP
2010
Banco BTG Pactual
Brazil
$1.17M +$353K +1,264 +43%
W
2011
WealthOne
New York
$1.17M +$117K +418 +11%
LC
2012
LCNB Corp
Ohio
$1.17M -$80.2K -287 -6%
KIG
2013
Kowal Investment Group
Wisconsin
$1.16M +$35.2K +126 +3%
LWP
2014
Legacy Wealth Planning
Nevada
$1.16M +$50.3K +180 +4%
CAL
2015
Capital Analysts LLC
Pennsylvania
$1.16M +$210K +751 +22%
LWPC
2016
Legacy Wealth Partners (California)
California
$1.16M -$471K -1,687 -29%
TP
2017
Tranquility Partners
Tennessee
$1.16M -$28.5K -102 -2%
SLT
2018
St Louis Trust
Missouri
$1.15M
BST
2019
Bath Savings Trust
Maine
$1.15M -$2.79K -10 -0.2%
FLI
2020
Family Legacy Inc
South Carolina
$1.15M
CWP
2021
Curated Wealth Partners
California
$1.14M +$89.7K +321 +8%
BHA
2022
Beech Hill Advisors
New York
$1.14M
WI
2023
Wedgewood Investors
Pennsylvania
$1.14M -$6.99K -25 -0.6%
GSBTD
2024
Glenview State Bank Trust Department
Illinois
$1.14M +$29.3K +105 +3%
PP
2025
Patten & Patten
Tennessee
$1.13M -$49.2K -176 -4%

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.