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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
LBD
2151
Landsberg Bennett & Dubbaneh
Florida
$932K -$13.4K -48 -1%
XWM
2152
Xcel Wealth Management
Florida
$931K -$24K -86 -3%
CGFA
2153
Colton Groome Financial Advisors
North Carolina
$931K +$936K +3,350 New
BAAM
2154
Baker Avenue Asset Management
California
$930K +$2.79K +10 +0.3%
BWA
2155
Beam Wealth Advisors
Louisiana
$930K +$22.6K +81 +2%
SWK
2156
Stephen W. Kidder
$929K -$71.3K -255 -7%
BMC
2157
Benin Management Corp
Connecticut
$929K -$34.9K -125 -4%
AL
2158
ACAS LLC
California
$929K -$15.4K -55 -2%
SB
2159
Sunflower Bank
Texas
$929K +$11.7K +42 +1%
GPA
2160
Garrison Point Advisors
California
$928K
NIC
2161
Northwest Investment Counselors
Oregon
$928K
HPWM
2162
High Pines Wealth Management
Massachusetts
$928K +$251K +900 +37%
AWA
2163
Acorn Wealth Advisors
Michigan
$927K +$1.96K +7 +0.2%
FAM
2164
Formidable Asset Management
Ohio
$924K -$1.29M -4,623 -58%
ALAM
2165
Asahi Life Asset Management
Japan
$924K -$212K -760 -19%
PS
2166
Portfolio Solutions
Michigan
$921K -$363K -1,300 -29%
FNBOSM
2167
First National Bank of South Miami
Florida
$921K -$3.63K -13 -0.4%
CSPIA
2168
Cary Street Partners Investment Advisory
Virginia
$920K +$573K +2,050 +163%
WJA
2169
Willis Johnson & Associates
Texas
$919K +$401K +1,436 +77%
RP
2170
Riverbridge Partners
Minnesota
$917K -$3.63K -13 -0.4%
LWAM
2171
Legacy Wealth Asset Management
Minnesota
$915K -$10.1K -36 -1%
TFA
2172
Tranquilli Financial Advisor
New Jersey
$913K +$24K +86 +3%
SIC
2173
Sigma Investment Counselors
Michigan
$912K
BWA
2174
Bordeaux Wealth Advisors
California
$912K +$349K +1,250 +62%
BMM
2175
Buffington Mohr McNeal
Idaho
$907K -$4.19K -15 -0.5%

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.