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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
DA
2101
DSC Advisors
Illinois
$998K -$340K -1,215 -25%
NCM
2102
Noesis Capital Mangement
Florida
$998K -$19.6K -70 -2%
LK
2103
Lumbard & Kellner
New Hampshire
$994K -$13.4K -48 -1%
BMWM
2104
Brown Miller Wealth Management
Virginia
$994K -$10.9K -39 -1%
BOM
2105
Bank of Marin
California
$994K
PC
2106
Permit Capital
Pennsylvania
$993K
JMFC
2107
J.M. Forbes & Co
Massachusetts
$992K +$41.9K +150 +4%
RZH
2108
Relyea Zuckerberg Hanson
Connecticut
$991K -$14.5K -52 -1%
APWM
2109
Atlas Private Wealth Management
New York
$989K +$209K +747 +27%
LWMG
2110
Levy Wealth Management Group
Pennsylvania
$986K -$11.2K -40 -1%
ATFA
2111
All Terrain Financial Advisors
Minnesota
$986K
PRWA
2112
Platte River Wealth Advisors
Colorado
$983K
LPIC
2113
LeJeune Puetz Investment Counsel
Michigan
$982K -$11.5K -41 -1%
BA
2114
Bard Associates
Illinois
$982K
LFG
2115
Larson Financial Group
Missouri
$981K +$8.94K +32 +0.9%
DA
2116
Detalus Advisors
Missouri
$981K +$71.5K +256 +8%
B
2117
Barings
North Carolina
$980K -$136K -488 -12%
SAM
2118
S.A. Mason
Michigan
$978K +$12.3K +44 +1%
MW
2119
Marcum Wealth
Ohio
$977K -$540K -1,931 -35%
B
2120
Bridgeworth
Alabama
$975K +$1.12K +4 +0.1%
CMO
2121
Covenant Multifamily Offices
Texas
$974K -$93.9K -336 -9%
Aristotle Capital Management
2122
Aristotle Capital Management
California
$973K
GWM
2123
Gray Wealth Management
Maine
$972K +$15.6K +56 +2%
RHBC
2124
R.H. Bluestein & Co
Michigan
$968K
KA
2125
Kercheville Advisors
Texas
$967K +$644K +2,305 +196%

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.