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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
NCM
2426
Northwest Capital Management
Oregon
$605K +$48.9K +175 +9%
MGAM
2427
McGowan Group Asset Management
Texas
$603K
BSG
2428
Black Swift Group
Colorado
$598K
CSPAM
2429
Cary Street Partners Asset Management
Virginia
$598K
KCM
2430
Kornitzer Capital Management
Kansas
$598K
SI
2431
SimpliFi Inc
California
$598K
KIC
2432
Keating Investment Counselors
Florida
$596K
IF
2433
Insight Folios
North Carolina
$596K +$29.6K +106 +5%
PPW
2434
Pasadena Private Wealth
California
$594K
CISOA
2435
Capital Investment Services of America
Wisconsin
$591K
JWS
2436
Juncture Wealth Strategies
Arizona
$589K +$569K +2,038 New
EWA
2437
ERTS Wealth Advisors
Michigan
$586K -$12.6K -45 -2%
CAL
2438
Capital Advisors Ltd
Ohio
$583K +$182K +650 +45%
SEIA
2439
Signature Estate & Investment Advisors
California
$581K +$27.9K +100 +5%
HG
2440
Harbor Group
New Hampshire
$579K -$33.5K -120 -5%
WAM
2441
Winslow Asset Management
Ohio
$579K +$2.79K +10 +0.5%
BDS
2442
Banco de Sabadell
Florida
$578K -$20.2M -72,369 -97%
BCA
2443
Biltmore Capital Advisors
New Jersey
$577K -$335K -1,200 -37%
APSI
2444
Asset Planning Services Inc
Louisiana
$577K
BRA
2445
Biechele Royce Advisors
Indiana
$576K -$76.8K -275 -12%
ABP
2446
Arthur B. Page
$574K -$23.2K -83 -4%
LIM
2447
Lagoda Investment Management
New York
$574K
BA
2448
Bluesphere Advisors
Pennsylvania
$574K +$6.15K +22 +1%
FMP
2449
Financial Management Professionals
Texas
$574K +$195K +699 +51%
PSP
2450
Principal Street Partners
Tennessee
$574K +$578K +2,067 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.