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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
T
2551
TrueFG
Texas
$430K
RP
2552
Rowlandmiller & Partners
Georgia
$429K
HWA
2553
Heritage Way Advisors
Illinois
$428K
ABP
2554
Arthur B. Page
$427K -$140K -500 -24%
BCP
2555
Berkeley Capital Partners
Georgia
$424K
ETI
2556
Enterprise Trust & Investment
California
$423K
CAM
2557
Campion Asset Management
Virginia
$422K -$14K -50 -3%
CHA
2558
Cooper/Haims Advisors
New York
$422K
HAFS
2559
Hapanowicz & Associates Financial Services
Pennsylvania
$422K
HAIM
2560
Hunter Associates Investment Management
Pennsylvania
$421K
RVPG
2561
Relative Value Partners Group
$420K -$11.2K -40 -3%
WCWM
2562
Wooster Corthell Wealth Management
Connecticut
$420K +$3.09K +11 +0.7%
CG
2563
Corundum Group
Colorado
$420K +$18.5K +66 +4%
CAM
2564
Costello Asset Management
Pennsylvania
$419K
CP
2565
Capital Planning
Washington
$416K
WLIM
2566
White Lighthouse Investment Management
Massachusetts
$415K -$185K -660 -30%
AIFAIM
2567
American Institute for Advanced Investment Management
Arizona
$415K -$14K -50 -3%
CC
2568
Corsicana & Co
Texas
$413K -$187K -667 -31%
HCP
2569
Hexagon Capital Partners
Arkansas
$413K -$2.53K -9 -0.6%
AHC
2570
Adell Harriman & Carpenter
Texas
$413K
CIC
2571
Cutler Investment Counsel
Oregon
$412K +$100K +356 +31%
SIC
2572
Shoker Investment Counsel
Ohio
$410K -$28.1K -100 -6%
LWMM
2573
Legacy Wealth Management (Mississippi)
Mississippi
$409K +$22.5K +80 +6%
EF
2574
Empowered Funds
Pennsylvania
$409K -$137K -488 -25%
FFG
2575
Fortem Financial Group
California
$409K

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.