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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
HCM
2326
Hengehold Capital Management
Ohio
$715K -$139K -499 -16%
SW
2327
SkyOak Wealth
Michigan
$714K -$8.94K -32 -1%
MS
2328
Madden Securities
Texas
$712K
FHC
2329
First Horizon Corporation
Tennessee
$708K +$70.7K +253 +11%
LFA
2330
Legend Financial Advisors
Pennsylvania
$708K +$711K +2,546 New
SIS
2331
Sound Income Strategies
Florida
$707K -$22.9K -82 -3%
VAM
2332
Verity Asset Management
North Carolina
$707K +$148K +530 +26%
BHBT
2333
Burke & Herbert Bank & Trust
Virginia
$706K
GWA
2334
GGM Wealth Advisors
Maryland
$702K
S
2335
Surevest
California
$702K +$25.7K +92 +4%
BIA
2336
Bigelow Investment Advisors
Maine
$700K +$36.9K +132 +6%
UBV
2337
United Bank (Virginia)
Virginia
$696K -$27.9K -100 -4%
LPARFS
2338
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$695K +$140K +500 +25%
CIG
2339
Cairn Investment Group
Washington
$694K -$14K -50 -2%
GG
2340
Gleason Group
Kentucky
$694K
DP
2341
Denver PWM
Colorado
$692K -$33.8K -121 -5%
MNBTD
2342
Moody National Bank Trust Division
Texas
$692K -$32.7K -117 -4%
SWIG
2343
Strategic Wealth Investment Group
Kentucky
$692K +$89.4K +320 +15%
CAM
2344
Congress Asset Management
Massachusetts
$691K +$11.7K +42 +2%
SFWC
2345
Strategic Family Wealth Counselors
New Jersey
$690K
WTFG
2346
Wells Trecaso Financial Group
Ohio
$689K
LWP
2347
Laurel Wealth Planning
Minnesota
$689K +$649K +2,323 +1,499%
KFS
2348
Kelly Financial Services
Massachusetts
$689K +$53.3M +190,798 +27,692%
DFA
2349
DHJJ Financial Advisors
Illinois
$688K -$5.03K -18 -0.7%
MWM
2350
Mascoma Wealth Management
New Hampshire
$688K +$13.4K +48 +2%

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.