We are live on ! Find out more
BRK.B icon

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
BDF
2126
Black Diamond Financial
Maryland
$966K +$15.6K +56 +2%
SMI
2127
Shelter Mutual Insurance
Missouri
$965K
TWM
2128
TriaGen Wealth Management
California
$965K +$8.38K +30 +0.9%
SA
2129
Sunesis Advisors
Kansas
$960K -$7.54K -27 -0.8%
SGI
2130
Summit Global Investments
Utah
$959K +$6.43K +23 +0.7%
HP
2131
HT Partners
Connecticut
$959K +$115K +410 +13%
CBT
2132
CoreFirst Bank & Trust
Kansas
$958K -$279K -1,000 -22%
SFS
2133
Strategic Financial Services
New York
$957K -$10.9K -39 -1%
SCM
2134
Stevens Capital Management
Pennsylvania
$957K +$962K +3,442 New
AG
2135
AIA Group
Hong Kong
$957K +$981K +3,511 New
PCMK
2136
Paragon Capital Management (Kansas)
Kansas
$956K -$83.8K -300 -8%
CNBT
2137
Cornerstone National Bank & Trust
Illinois
$956K +$64K +229 +7%
IA
2138
IFG Advisors
Missouri
$955K
BCAM
2139
Boston Common Asset Management
Massachusetts
$954K +$704K +2,520 +277%
PCFFS
2140
Pacific Center for Financial Services
California
$953K
MWP
2141
Meridian Wealth Partners
Pennsylvania
$953K +$6.71K +24 +0.7%
BWFA
2142
Baltimore-Washington Financial Advisors
Maryland
$944K +$196K +701 +26%
QT
2143
Quantamental Technologies
New York
$944K +$950K +3,398 New
AC
2144
Aristides Capital
Kentucky
$943K
GCP
2145
Gill Capital Partners
Colorado
$940K -$14K -50 -1%
AMG
2146
Advisors Management Group
Wisconsin
$940K
PM
2147
Penbrook Management
New York
$938K -$55.9K -200 -6%
EWA
2148
Encompass Wealth Advisors
Oregon
$938K
GPFA
2149
Game Plan Financial Advisors
Ohio
$937K -$27.9K -100 -3%
BONST
2150
Bank of Nova Scotia Trust
Ontario, Canada
$932K -$296K -1,059 -24%

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.