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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
CA
2251
Claro Advisors
Massachusetts
$793K +$23.2K +83 +3%
BMC
2252
Beaton Management Company
Massachusetts
$793K +$27.9K +100 +4%
FEM
2253
Fulcrum Equity Management
Texas
$792K +$41.9K +150 +6%
FNBOMD
2254
First National Bank of Mount Dora
Florida
$790K +$7.26K +26 +0.9%
SAF
2255
Smith Anglin Financial
Texas
$789K -$365K -1,307 -32%
RHAM
2256
Round Hill Asset Management
California
$789K
MPCG
2257
Matrix Private Capital Group
New York
$788K -$164K -586 -17%
HWA
2258
HHM Wealth Advisors
Tennessee
$788K
HFBOT
2259
Home Federal Bank of Tennessee
Tennessee
$788K +$102K +365 +15%
TCM
2260
Triumph Capital Management
Colorado
$788K +$791K +2,831 New
PWAG
2261
Polaris Wealth Advisory Group
California
$786K -$64.8K -232 -8%
TC
2262
Tacita Capital
Ontario, Canada
$785K -$76.8K -275 -9%
ACM
2263
Ategra Capital Management
Virginia
$784K
KWILP
2264
Kiwi Wealth Investments Limited Partnership
New Zealand
$784K -$210K -751 -21%
FCA
2265
FinTrust Capital Advisors
South Carolina
$784K +$65.4K +234 +9%
JLBC
2266
J.L. Bainbridge & Co
Florida
$783K -$38.6K -138 -5%
CT
2267
Clearstead Trust
Maine
$780K
GF
2268
Gries Financial
Ohio
$778K +$9.78K +35 +1%
CFA
2269
CWS Financial Advisors
Michigan
$776K
ACA
2270
Ackerman Capital Advisors
Texas
$770K -$177K -633 -19%
RWA
2271
RGT Wealth Advisors
Texas
$766K -$26.5K -95 -3%
AIA
2272
Allied Investment Advisors
Montana
$766K +$20.1K +72 +3%
PWM
2273
PBMares Wealth Management
Virginia
$763K
JIP
2274
JBJ Investment Partners
South Carolina
$762K -$6.15K -22 -0.8%
CC
2275
Cornerstone Capital
California
$762K

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.