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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
SAM
2576
Selway Asset Management
$409K
BIA
2577
Bell Investment Advisors
California
$409K +$420K +1,497 New
TC
2578
Toews Corporation
New Jersey
$409K +$421K +1,500 New
LBA
2579
Lowell Blake & Associates
Massachusetts
$408K
FSWA
2580
Financial Synergies Wealth Advisors
Texas
$407K +$4.49K +16 +1%
PPWM
2581
PFG Private Wealth Management
Florida
$407K
FA
2582
Fermata Advisors
California
$406K +$74.1K +264 +22%
FWM
2583
Filbrandt Wealth Management
Wisconsin
$405K -$91.3K -325 -18%
TFGT
2584
TS Financial Group (TSFG)
Illinois
$405K
BWL
2585
Bogart Wealth LLC
Virginia
$405K +$11.2K +40 +3%
AL
2586
ADE LLC
Maryland
$404K
RFO
2587
RiverGlades Family Offices
Florida
$403K
CIAS
2588
CBIZ Investment Advisory Services
Ohio
$402K
MA
2589
MBA Advisors
Pennsylvania
$402K
4WM
2590
44 Wealth Management
Oregon
$401K -$2.25K -8 -0.5%
1IA
2591
1834 Investment Advisors
Wisconsin
$401K +$10.7K +38 +3%
RWA
2592
Roberts Wealth Advisors
California
$401K +$413K +1,469 New
SFG
2593
SevenBridge Financial Group
Pennsylvania
$400K +$3.37K +12 +0.8%
ERWM
2594
Elk River Wealth Management
Colorado
$400K +$5.9K +21 +1%
RRCM
2595
Rappaport Reiches Capital Management
Illinois
$398K
JWM
2596
JGP Wealth Management
Oregon
$398K +$11.2K +40 +3%
ML
2597
McAdam LLC
Pennsylvania
$397K -$7.3K -26 -2%
BAM
2598
Boyar Asset Management
New York
$397K
CWM
2599
CCG Wealth Management
California
$397K
BI
2600
Blooom Inc
Kansas
$397K +$17.4K +62 +0.9%

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.