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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
CCA
2501
Column Capital Advisors
Indiana
$478K -$143K -509 -23%
MS
2502
Madden Securities
Texas
$477K -$229K -815 -32%
ER
2503
Enlightenment Research
Florida
$475K +$488K +1,739 New
WPC
2504
White Pine Capital
Minnesota
$474K
JFGLC
2505
Johnson Financial Group LLC (Colorado)
Colorado
$473K -$6.46K -23 -1%
FA
2506
Faithward Advisors
Pennsylvania
$472K -$26.7K -95 -5%
CWM
2507
Cedar Wealth Management
California
$471K +$28.9K +103 +6%
CAM
2508
Crestone Asset Management
Colorado
$468K -$5.62K -20 -1%
BIM
2509
Bridgecreek Investment Management
Oklahoma
$468K
WQ
2510
Wealth Quarterback
New Jersey
$468K +$8.43K +30 +2%
PSIWM
2511
Paradigm Strategies in Wealth Management
Minnesota
$466K
RPGK
2512
Retirement Planning Group (Kansas)
Kansas
$465K +$2.81K +10 +0.6%
WFA
2513
Wipfli Financial Advisors
Wisconsin
$463K
CF
2514
Clarity Financial
Texas
$460K -$67.4K -240 -12%
VC
2515
Veracity Capital
Georgia
$460K +$3.65K +13 +0.8%
BCM
2516
BTC Capital Management
Iowa
$459K
WFA
2517
WestHill Financial Advisors
California
$459K +$472K +1,681 New
VWM
2518
Venturi Wealth Management
Texas
$456K -$218K -775 -32%
MG
2519
Meritage Group
California
$456K +$210K +749 +81%
UWPG
2520
Ullmann Wealth Partners Group
Florida
$454K +$13.5K +48 +3%
COCM
2521
Charter Oak Capital Management
New Hampshire
$453K +$36.5K +130 +8%
OFW
2522
Omnia Family Wealth
Florida
$451K
CMA
2523
Cedar Mountain Advisors
Oregon
$450K
JGUA
2524
John G. Ullman & Associates
New York
$450K
LSA
2525
L & S Advisors
California
$449K

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.