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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
ACWM
2376
Adams Chetwood Wealth Management
North Carolina
$660K +$10.9K +39 +2%
SC
2377
Schoolcraft Capital
Colorado
$660K
BSSFA
2378
Baron Silver Stevens Financial Advisors
Florida
$658K +$69.9K +250 +12%
PAM
2379
Palisade Asset Management
Minnesota
$657K
VIM
2380
Vista Investment Management
Pennsylvania
$655K -$4.47K -16 -0.7%
AWM
2381
Activest Wealth Management
Florida
$654K -$171K -613 -21%
AWM
2382
Accurate Wealth Management
Florida
$653K +$657K +2,350 New
VFP
2383
Verus Financial Partners
Virginia
$652K +$6.71K +24 +1%
LC
2384
Landaas & Company
Wisconsin
$648K
HCM
2385
HMS Capital Management
Tennessee
$648K +$652K +2,332 New
RS
2386
Retirement Solution
Washington
$648K +$652K +2,333 New
LWA
2387
Lenox Wealth Advisors
New York
$646K -$7.82K -28 -1%
EW
2388
Element Wealth
Mississippi
$645K +$12.9K +46 +2%
AA
2389
Advisory Alpha
Michigan
$643K +$54.8K +196 +9%
HGWM
2390
Horst & Graben Wealth Management
Oregon
$641K
DA
2391
Denali Advisors
California
$639K -$2.57M -9,200 -80%
OAM
2392
Oak Asset Management
California
$638K +$641K +2,294 New
EFG
2393
Everhart Financial Group
Ohio
$637K +$640K +2,291 New
CCM
2394
Crew Capital Management
Ohio
$636K -$284K -1,015 -31%
CFD
2395
Creative Financial Designs
Indiana
$636K +$15.6K +56 +3%
NED
2396
Nancy E. Dempze
$635K -$5.31K -19 -0.8%
Balyasny Asset Management
2397
Balyasny Asset Management
Illinois
$635K +$188K +671 +42%
RCM
2398
Radnor Capital Management
Pennsylvania
$634K
ICP
2399
Interchange Capital Partners
Pennsylvania
$633K -$2.79K -10 -0.4%
PC
2400
Port Capital
Illinois
$633K +$8.66K +31 +1%

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.