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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
MCWS
2226
McKinley Carter Wealth Services
West Virginia
$830K -$11.5K -41 -1%
FBT
2227
First Bank & Trust
South Dakota
$827K -$59.8K -214 -7%
FWP
2228
Firethorn Wealth Partners
Georgia
$826K
GLA
2229
Good Life Advisors
Pennsylvania
$825K -$169K -606 -17%
SFO
2230
Standard Family Office
South Dakota
$824K +$83.8K +300 +11%
HR
2231
Hayden Royal
North Carolina
$820K -$134K -479 -14%
TWM
2232
Triton Wealth Management
Arizona
$818K -$111K -397 -12%
BL
2233
Balentine LLC
Georgia
$818K +$471K +1,684 +134%
IFAM
2234
Institutional & Family Asset Management
Colorado
$817K +$74.6K +267 +10%
SWM
2235
SeaCrest Wealth Management
New York
$815K -$68.7K -246 -8%
FI
2236
FormulaFolio Investments
Michigan
$814K +$56.2K +201 +7%
IFO
2237
Independent Family Office
New York
$814K +$68.5K +245 +9%
AWM
2238
Aevitas Wealth Management
Massachusetts
$813K +$35.8K +128 +5%
LF
2239
LifeSteps Financial
California
$812K -$30.7K -110 -4%
HHGA
2240
Halbert Hargrove Global Advisors
California
$812K +$28.2K +101 +4%
FH
2241
FWG Holdings
Florida
$810K +$815K +2,915 New
BP
2242
BCK Partners
New York
$808K
PHIMC
2243
Private Harbour Investment Management & Counsel
Ohio
$807K -$55.9K -200 -6%
PFC
2244
Phocas Financial Corp
California
$803K +$101K +360 +14%
BCM
2245
Boltwood Capital Management
California
$800K
SSA
2246
South Street Advisors
New York
$800K
CMP
2247
Courage Miller Partners
Virginia
$798K
SIGI
2248
Susquehanna International Group (Ireland)
Ireland
$797K +$304K +1,087 +61%
VCM
2249
Virtue Capital Management
Tennessee
$794K -$81.9K -293 -9%
CASB
2250
Cape Ann Savings Bank
Massachusetts
$793K -$713K -2,550 -47%

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.