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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
RWMH
2401
Riverpoint Wealth Management Holdings
Illinois
$629K +$106K +381 +20%
CTA
2402
Chesley Taft & Associates
Illinois
$628K -$321K -1,150 -34%
KLCM
2403
KG&L Capital Management
Louisiana
$628K -$282K -1,010 -31%
CAG
2404
Compass Advisory Group
New York
$628K
CCA
2405
Column Capital Advisors
Indiana
$628K +$67.1K +240 +12%
SWP
2406
ShoreHaven Wealth Partners
New Jersey
$627K
SSCA
2407
South Shore Capital Advisors
Massachusetts
$627K
FC
2408
Financial Consulate
Maryland
$625K -$210K -750 -25%
AAIM
2409
American Assets Investment Management
California
$625K
OA
2410
Oxbow Advisors
Texas
$625K
SFG
2411
Sovereign Financial Group
Connecticut
$624K
FUBT
2412
First United Bank & Trust
Maryland
$623K -$154K -550 -20%
FNBTCON
2413
First National Bank & Trust Co of Newtown
Pennsylvania
$618K
SICM
2414
Sustainable Insight Capital Management
New York
$616K -$31.9K -114 -5%
TA
2415
Trellis Advisors
Washington
$616K -$2.79K -10 -0.4%
MC
2416
Matisse Capital
Oregon
$613K -$34.9K -125 -5%
PPSG
2417
Princeton Portfolio Strategies Group
New Jersey
$612K -$11.2K -40 -2%
Members Trust
2418
Members Trust
Florida
$611K +$26.5K +95 +5%
CBN
2419
Cadence Bank NA
Texas
$610K +$41.9K +150 +7%
CCP
2420
Clarkston Capital Partners
Michigan
$609K -$50.3K -180 -8%
CWM
2421
Concentric Wealth Management
California
$609K
SRC
2422
Sage Rhino Capital
California
$609K +$18.2K +65 +3%
VBCG
2423
Valley Brook Capital Group
Pennsylvania
$607K +$14K +50 +2%
WLIM
2424
White Lighthouse Investment Management
Massachusetts
$606K +$154K +550 +34%
CC
2425
Corsicana & Co
Texas
$606K +$609K +2,180 New

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.