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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
MWP
2351
Madison Wealth Partners
Wisconsin
$688K +$123K +439 +22%
RCM
2352
RNC Capital Management
California
$687K +$21.5K +77 +3%
SDWMA
2353
Schneider Downs Wealth Management Advisors
Pennsylvania
$686K +$18.4K +66 +3%
3F
2354
360 Financial
Minnesota
$686K +$166K +594 +32%
LB
2355
Legacy Bridge
Iowa
$685K -$55.9K -200 -8%
WDG
2356
Wealth Dimensions Group
Ohio
$684K +$63.4K +227 +10%
OR
2357
Olympiad Research
Connecticut
$682K +$53.7K +192 +8%
RAM
2358
Riggs Asset Management
Pennsylvania
$682K +$279K +1,000 +69%
CCM
2359
Colorado Capital Management
Colorado
$680K -$17K -61 -2%
SHWM
2360
Silicon Hills Wealth Management
Texas
$680K +$17.9K +64 +3%
SFG
2361
StrategIQ Financial Group
Indiana
$679K
VWM
2362
Venturi Wealth Management
Texas
$679K
LFS
2363
Lutz Financial Services
Nebraska
$678K +$148K +530 +28%
WI
2364
WrapManager Inc
California
$674K -$33.5K -120 -5%
BBHC
2365
Brown Brothers Harriman & Co
New York
$671K -$4.81M -17,231 -0.7%
CT
2366
Columbia Trust
Oregon
$668K +$61.8K +221 +10%
RP
2367
Rowlandmiller & Partners
Georgia
$668K
OLA
2368
Oliver Luxxe Assets
New Jersey
$665K +$4.47K +16 +0.7%
OCPWS
2369
One Charles Private Wealth Services
Massachusetts
$665K +$669K +2,393 New
MIM
2370
Marco Investment Management
Georgia
$664K
BP
2371
Broadleaf Partners
Ohio
$663K
CCM
2372
Coerente Capital Management
Ontario, Canada
$662K -$21K -75 -3%
DWM
2373
Darwin Wealth Management
Florida
$662K -$10.6K -38 -2%
WSCM
2374
Wellington Shields Capital Management
New York
$662K -$5.59K -20 -0.8%
CWA
2375
Clearview Wealth Advisors
Oregon
$661K

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.