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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
SSC
2526
Syverson Strege & Co
Iowa
$448K +$18.3K +65 +4%
CWP
2527
Concord Wealth Partners
Virginia
$447K -$392K -1,397 -46%
FCFC
2528
First Commonwealth Financial Corp
Pennsylvania
$447K -$7.02K -25 -2%
SFP
2529
Shepherd Financial Partners
Massachusetts
$445K -$54.2K -193 -11%
BAMG
2530
Brand Asset Management Group
Missouri
$442K -$2.81K -10 -0.6%
TAM
2531
Trillium Asset Management
Massachusetts
$442K +$104K +369 +29%
CTB
2532
Country Trust Bank
Illinois
$441K
TBNY
2533
Trustco Bank (New York)
New York
$441K
BB
2534
Bell Bank
North Dakota
$440K
CSM
2535
CAMG Solamere Management
North Carolina
$439K
AGA
2536
Accuvest Global Advisors
Utah
$439K +$99.7K +355 +28%
VAM
2537
Verity Asset Management
North Carolina
$437K -$265K -943 -37%
RB
2538
Rodgers Brothers
Pennsylvania
$437K
VWM
2539
Valley Wealth Managers
New Jersey
$436K -$37.6K -134 -8%
DLHL
2540
Donald L. Hagan LLC
Florida
$436K
NFSG
2541
Newbridge Financial Services Group
Florida
$435K +$2.81K +10 +0.6%
DDPIC
2542
Deroy & Devereaux Private Investment Counsel
Michigan
$434K
SW
2543
StrongBox Wealth
Missouri
$433K -$2.81K -10 -0.6%
MM
2544
Meridian Management
Arkansas
$432K
LBC
2545
Lawrence B. Cohen
$431K -$63.2K -225 -12%
CWA
2546
Carolina Wealth Advisors
South Carolina
$431K
MHR
2547
Matthew Hamilton Rosenberg
$431K +$24.7K +88 +6%
AGA
2548
Arkos Global Advisors
Texas
$430K
BMA
2549
Brooks Moore & Associates
Tennessee
$430K
TF
2550
TRH Financial
Iowa
$430K

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.