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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
KBG
2176
Kahn Brothers Group
New York
$903K
CA
2177
CGN Advisors
Kansas
$900K +$48.9K +175 +6%
LGA
2178
Lebenthal Global Advisors
New York
$899K
GC
2179
Gibson Capital
Pennsylvania
$898K +$559 +2 +0.1%
TCM
2180
Tandem Capital Management
New Jersey
$898K +$11.5K +41 +1%
KCM
2181
Kathmere Capital Management
Pennsylvania
$897K +$3.35K +12 +0.4%
CCM
2182
Crossvault Capital Management
Texas
$897K +$218K +780 +32%
TFO
2183
Tarbox Family Office
California
$895K +$8.94K +32 +1%
LCM
2184
Liberty Capital Management
Michigan
$893K
PFG
2185
PAX Financial Group
Texas
$892K +$9.22K +33 +1%
IWA
2186
Inspirion Wealth Advisors
Illinois
$889K
AF
2187
Apexium Financial
Texas
$889K +$5.03K +18 +0.6%
CWG
2188
Cornerstone Wealth Group
North Carolina
$889K +$175K +626 +24%
CG
2189
Clarus Group
Texas
$887K -$70.4K -252 -7%
SFP
2190
Sterling Financial Planning
New Jersey
$887K
FIM
2191
Fernwood Investment Management
Massachusetts
$887K +$6.99K +25 +0.8%
AF
2192
Alerus Financial
North Dakota
$885K -$120K -430 -12%
AF
2193
Affiance Financial
Minnesota
$882K -$21.5K -77 -2%
VST
2194
Van Strum & Towne
California
$882K +$11.2K +40 +1%
SFG
2195
Summit Financial Group
West Virginia
$879K -$14K -50 -2%
DI
2196
DFPG Investments
Utah
$877K -$61.5K -220 -7%
DC
2197
DeDora Capital
California
$875K -$10.1K -36 -1%
NJBEST
2198
New Jersey Better Educational Savings Trust
New Jersey
$873K
CST
2199
Charles Schwab Trust
Nevada
$871K +$3.35K +12 +0.4%
CCC
2200
Chelsea Counsel Company
California
$870K

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.