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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
KCM
2076
Karp Capital Management
California
$1.02M +$163K +584 +19%
RWB
2077
RMR Wealth Builders
New Jersey
$1.02M +$93.6K +335 +10%
THWM
2078
Taylor Hoffman Wealth Management
Virginia
$1.02M -$37.7K -135 -4%
W
2079
Wealthquest
Ohio
$1.02M +$22.6K +81 +2%
PWMG
2080
Prestige Wealth Management Group
New Jersey
$1.02M +$55.9K +200 +6%
IP
2081
Investment Partners
Ohio
$1.02M
TI
2082
Trigran Investments
Illinois
$1.01M -$13.7M -48,972 -93%
CNB
2083
Camden National Bank
Maine
$1.01M -$55.9K -200 -5%
LCM
2084
Logan Capital Management
Pennsylvania
$1.01M +$55K +197 +6%
EBA
2085
Eagle Bay Advisors
New York
$1.01M +$1.01M +3,605 New
LWIC
2086
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.01M -$46.4K -166 -4%
LSA
2087
Leonteq Securities AG
Switzerland
$1.01M +$482K +1,726 +91%
SHJ
2088
Sharkey, Howes & Javer
Colorado
$1.01M -$158K -564 -13%
WAOI
2089
Wealth Advisors of Iowa
Iowa
$1.01M +$11.2K +40 +1%
SAM
2090
Sequent Asset Management
Texas
$1.01M
TWM
2091
TMD Wealth Management
Arizona
$1.01M
CWA
2092
Cornerstone Wealth Advisors
Minnesota
$1.01M -$224K -800 -18%
RWA
2093
River Wealth Advisors
Pennsylvania
$1.01M +$29.9K +107 +3%
AWM
2094
Aries Wealth Management
Maine
$1M +$6.99K +25 +0.7%
PCM
2095
Pennsylvania Capital Management
Pennsylvania
$1M -$17.3K -62 -2%
BFA
2096
Brown Financial Advisory
Alabama
$1M -$559 -2 -0.1%
FFBTD
2097
First Financial Bank - Trust Division
Ohio
$1M -$7.82K -28 -0.8%
RW
2098
RVW Wealth
California
$1M -$5.03K -18 -0.5%
ACA
2099
Affinity Capital Advisors
California
$999K -$19.6K -70 -2%
SHGA
2100
Sand Hill Global Advisors
California
$999K +$106K +381 +12%

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.