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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
AO
2051
Advisor OS
Illinois
$1.07M +$16.2K +58 +2%
AWM
2052
AllSquare Wealth Management
New York
$1.07M +$19.6K +70 +2%
SWA
2053
Sutton Wealth Advisors
Florida
$1.07M
ARG
2054
Advisory Resource Group
Oklahoma
$1.07M
BIA
2055
Biondo Investment Advisors
Pennsylvania
$1.07M
AIL
2056
AGF Investments LLC
Ontario, Canada
$1.06M -$136K -486 -11%
AIC
2057
Archer Investment Corporation
Indiana
$1.06M +$1.68K +6 +0.2%
CA
2058
Crewe Advisors
Utah
$1.06M -$69K -247 -6%
RFN
2059
RDA Financial Network
Iowa
$1.06M -$56.4K -202 -5%
GTCM
2060
Gyon Technologies Capital Management
New Jersey
$1.06M +$504K +1,803 +90%
AIP
2061
Ahrens Investment Partners
Louisiana
$1.06M +$36K +129 +4%
GHA
2062
GW Henssler & Associates
Georgia
$1.06M
JGIA
2063
Jackson Grant Investment Advisers
Connecticut
$1.05M +$1.4K +5 +0.1%
PFWA
2064
Paces Ferry Wealth Advisors
Georgia
$1.05M +$10.6K +38 +1%
TCM
2065
Tradewinds Capital Management
Washington
$1.05M +$189K +675 +22%
WCA
2066
Windsor Creek Advisors
Vermont
$1.05M
WAOTB
2067
Wealth Advisors of Tampa Bay
Florida
$1.04M -$6.99K -25 -0.7%
HFA
2068
HC Financial Advisors
California
$1.04M -$27.9K -100 -3%
NSB
2069
Norway Savings Bank
Maine
$1.04M +$25.1K +90 +2%
PWA
2070
Physician Wealth Advisors
Utah
$1.04M -$62.6K -224 -6%
FNBOH
2071
First National Bank of Hutchinson
Kansas
$1.04M +$21.8K +78 +2%
SGK
2072
Steigerwald Gordon & Koch
Virginia
$1.03M -$15.6K -56 -1%
LF
2073
Lantz Financial
Illinois
$1.03M +$17K +61 +2%
MFGM
2074
Marshall Financial Group (Maryland)
Maryland
$1.03M +$246K +879 +31%
JMF
2075
Johnson Midwest Financial
Iowa
$1.03M +$2.23K +8 +0.2%

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.