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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
AFS
2451
Access Financial Services
Minnesota
$569K -$8.38K -30 -1%
APW
2452
Austin Private Wealth
Texas
$569K +$3.63K +13 +0.6%
WFA
2453
Wellspring Financial Advisors
Ohio
$568K +$24.3K +87 +4%
CWM
2454
Centric Wealth Management
Illinois
$566K -$10.6K -38 -2%
OAJ
2455
Ogorek Anthony Joseph
New York
$566K
MC
2456
Mayar Capital
United Kingdom
$566K +$569K +2,038 New
AP
2457
Adero Partners
California
$564K +$10.3K +37 +2%
AFM
2458
Andesa Financial Management
Pennsylvania
$562K
HC
2459
Hamilton Capital
Ohio
$560K +$81.3K +291 +17%
FAM
2460
Flaharty Asset Management
Florida
$559K
EGWAG
2461
Elwood & Goetz Wealth Advisory Group
Georgia
$559K +$563K +2,013 New
WCM
2462
Weld Capital Management
New York
$558K -$1.55M -5,532 -73%
DP
2463
Dearborn Partners
Illinois
$556K
MTC
2464
McDaniel Terry & Co
Texas
$556K
ABTD
2465
Arvest Bank Trust Division
Oklahoma
$556K +$48.9K +175 +10%
TCA
2466
Taconic Capital Advisors
New York
$556K +$559K +2,000 New
GWM
2467
Greenhouse Wealth Management
Connecticut
$555K
VBFP
2468
Valtinson Bruner Financial Planning
Minnesota
$555K +$3.35K +12 +0.6%
LCM
2469
Leisure Capital Management
California
$554K -$11.2K -40 -2%
PS
2470
Planned Solutions
California
$553K
VCWA
2471
Vanguard Capital Wealth Advisors
Colorado
$553K
EF
2472
Empowered Funds
Pennsylvania
$553K +$556K +1,988 New
PMAS
2473
PNC Managed Account Solutions
Texas
$552K +$555K +1,987 New
HIS
2474
Harvest Investment Services
Illinois
$551K +$8.1K +29 +1%
AM
2475
Atwater Malick
Pennsylvania
$549K

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.