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Berkshire Hathaway Class B

3,026 hedge funds and large institutions have $233B invested in Berkshire Hathaway Class B in 2021 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 1,188 increasing their positions, 1,170 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $5.79B | Put options by funds: $4.52B

15% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 93

2% more repeat investments, than reductions

Existing positions increased: 1,188 | Existing positions reduced: 1,170

1% less funds holding in top 10

Funds holding in top 10: 463460 (-3)

1% less funds holding

Funds holding: 3,0543,026 (-28)

4% less capital invested

Capital invested by funds: $242B → $233B (-$9.49B)

1.4% less ownership

Funds ownership: 66.06%64.66% (-1.4%)

Holders
3,026
Holders Change
-28
Holders Change %
-0.92%
% of All Funds
52.98%
Holding in Top 10
460
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.65%
% of All Funds
8.05%
New
107
Increased
1,188
Reduced
1,170
Closed
93
Calls
$5.79B
Puts
$4.52B
Net Calls
+$1.27B
Net Calls Change
+$626M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
2476
Diamant Asset Management
Connecticut
$504K +$518K +1,845 New
APC
2477
Asset Planning Corporation
Tennessee
$502K +$126K +449 +32%
TA
2478
TruWealth Advisors
Louisiana
$501K +$220K +783 +74%
SWM
2479
Sugarloaf Wealth Management
Georgia
$500K
PS
2480
Portfolio Strategies
New York
$499K -$2.36M -8,403 -82%
ACM
2481
AUA Capital Management
Pennsylvania
$498K
BI
2482
Ballast Inc
Kentucky
$496K +$3.37K +12 +0.7%
SQA
2483
Simon Quick Advisors
New Jersey
$493K +$149K +530 +41%
SLWA
2484
San Luis Wealth Advisors
California
$493K +$508K +1,807 New
TWP
2485
Tower Wealth Partners
Pennsylvania
$491K
WAOI
2486
Wealth Advisors of Iowa
Iowa
$491K +$103K +368 +10%
KOMWMG
2487
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$490K -$816K -2,906 -62%
CWM
2488
Campbell Wealth Management
Virginia
$490K
STC
2489
Sarah T. Connolly
$490K
JWS
2490
Juncture Wealth Strategies
Arizona
$489K -$69.7K -248 -12%
KLWA
2491
Kelly Lawrence W & Associates
California
$489K
DE
2492
Day & Ennis
Georgia
$489K +$190K +678 +61%
HFS
2493
HBC Financial Services
Washington
$488K
CTA
2494
Chesley Taft & Associates
Illinois
$486K -$135K -480 -21%
TWP
2495
Tempus Wealth Planning
California
$486K
HWM
2496
Hemington Wealth Management
Virginia
$485K +$10.1K +36 +2%
WFAG
2497
Wescott Financial Advisory Group
Pennsylvania
$485K +$43K +153 +9%
BFA
2498
Beacon Financial Advisory
Ohio
$484K +$281 +1 +0.1%
MIM
2499
Merrion Investment Management
New Jersey
$482K
PIA
2500
Powell Investment Advisors
Florida
$479K

BRK.B Hedge Fund Activity: Q3 2021 in Review

3,026 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2021, worth a combined $233B — down 3.9% from $242B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BRK.B positions and 93 closed out — a net gain of 14 holders — while 1,188 added to existing stakes and 1,170 trimmed.

The largest buyer was Barclays, adding an estimated $300M. The largest seller was Gates Foundation Trust, cutting an estimated $1.4B.

  • 3,026 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2021, down from 3,054 in Q2 2021.
  • Funds reported $233B of Berkshire Hathaway Class B stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 107 funds opened new Berkshire Hathaway Class B positions in Q3 2021 and 93 closed out, a net change of +14 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2021 was Barclays, an estimated $300M added.
  • The largest Berkshire Hathaway Class B seller in Q3 2021 was Gates Foundation Trust, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2021.