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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
BCP
2301
Blue Chip Partners
Michigan
$738K
BCMO
2302
Buckingham Capital Management (Ohio)
Ohio
$737K -$236K -845 -24%
AWM
2303
Atticus Wealth Management
Florida
$736K
WMC
2304
Westwood Management Corporation
Illinois
$736K
MAM
2305
Marquette Asset Management
Minnesota
$735K
FCM
2306
Fortis Capital Management
Washington
$735K +$195K +699 +36%
KPWG
2307
KFA Private Wealth Group
Virginia
$733K
AA
2308
Auxano Advisors
Washington
$733K +$15.9K +57 +2%
FP
2309
Financial Perspectives
Minnesota
$733K -$188M -671,037 -100%
WA
2310
Winfield Associates
Ohio
$731K -$27.9K -100 -4%
OPWM
2311
Oakwell Private Wealth Management
Texas
$731K
KWM
2312
Keebeck Wealth Management
Illinois
$728K -$6.99K -25 -0.9%
TLP
2313
Trinity Legacy Partners
Texas
$727K -$18.2K -65 -2%
ITIM
2314
Indiana Trust & Investment Management
Indiana
$726K +$32.4K +116 +4%
AIA
2315
Angeles Investment Advisors
California
$726K +$730K +2,612 New
CYG
2316
Clean Yield Group
Vermont
$725K
CPW
2317
Catalyst Private Wealth
California
$723K -$90.8K -325 -11%
TCWM
2318
Total Clarity Wealth Management
Illinois
$723K -$14K -50 -2%
AW
2319
Avion Wealth
Texas
$722K +$27.9K +100 +4%
CCA
2320
Cadent Capital Advisors
Oklahoma
$721K
RIM
2321
Rockbridge Investment Management
New York
$720K +$14K +50 +2%
AWA
2322
Aaron Wealth Advisors
Illinois
$719K +$559 +2 +0.1%
LFA
2323
Legacy Financial Advisors
Kentucky
$718K -$33.5K -120 -4%
FIA
2324
Foundations Investment Advisors
Arizona
$718K +$71.5K +256 +11%
EWP
2325
Engrave Wealth Partners
Texas
$717K +$86.9K +311 +14%

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.