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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
PFA
2026
Pettinga Financial Advisors
Indiana
$1.13M
NAMM
2027
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.13M +$615K +2,200 +118%
DSA
2028
Droms Strauss Advisors
Missouri
$1.13M -$15.9K -57 -1%
GCM
2029
Gibraltar Capital Management
Oklahoma
$1.13M -$6.99K -25 -0.6%
SIM
2030
SSI Investment Management
California
$1.13M -$4.47K -16 -0.4%
CFA
2031
Capstone Financial Advisors
Illinois
$1.13M +$289K +1,034 +34%
MAWCM
2032
Mine & Arao Wealth Creation & Management
California
$1.12M
BWP
2033
BSW Wealth Partners
Colorado
$1.12M +$63.4K +227 +6%
PPP
2034
Private Portfolio Partners
New Jersey
$1.12M +$75.2K +269 +7%
AAS
2035
Annex Advisory Services
Wisconsin
$1.11M -$327K -1,169 -23%
HP
2036
Holowesko Partners
Bahamas
$1.1M
ODG
2037
O'Dell Group
Ohio
$1.1M -$31.9K -114 -3%
RWI
2038
Red Wave Investments
Pennsylvania
$1.1M +$2.52K +9 +0.2%
BWM
2039
Bulltick Wealth Management
Florida
$1.1M
VWM
2040
Vigilare Wealth Management
Arizona
$1.1M +$279K +1,000 +34%
ACM
2041
Armbruster Capital Management
New York
$1.1M
SSWM
2042
Sheets Smith Wealth Management
North Carolina
$1.09M -$21K -75 -2%
AIM
2043
ARGA Investment Management
Connecticut
$1.09M
G
2044
GenTrust
Florida
$1.09M +$88K +315 +9%
GIP
2045
Greatmark Investment Partners
Georgia
$1.09M
PA
2046
Parkside Advisors
California
$1.09M
AWG
2047
Altus Wealth Group
Colorado
$1.09M
GSC
2048
G&S Capital
Colorado
$1.09M
FFG
2049
Ford Financial Group
California
$1.08M +$156K +560 +17%
BT
2050
Brandywine Trust
Delaware
$1.08M

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.