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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
2601
Sawgrass Asset Management
Florida
$395K -$17.1K -61 -4%
HWMA
2602
Heritage Wealth Management (Arizona)
Arizona
$395K
BWM
2603
BNC Wealth Management
Oregon
$394K -$17.4K -62 -4%
VWA
2604
VERITY Wealth Advisors
United States
$394K
WAS
2605
WESPAC Advisors SoCal
California
$393K +$397K +1,415 New
GAB
2606
German American Bancorp
Indiana
$392K -$32.3K -115 -7%
CWM
2607
Curi Wealth Management
North Carolina
$391K
AWM
2608
Act Wealth Management
Texas
$390K
IC
2609
Iconiq Capital
California
$390K
HC
2610
HNP Capital
New York
$388K -$2.81K -10 -0.7%
VRM
2611
Vectors Research Management
New York
$388K -$2.81K -10 -0.7%
MIC
2612
Meridian Investment Counsel
California
$386K -$44.9K -160 -10%
BAM
2613
Bellevue Asset Management
Washington
$386K -$2.53K -9 -0.6%
SAI
2614
Systematic Alpha Investments
New Jersey
$386K +$378K +1,346 New
FAM
2615
Flaharty Asset Management
Florida
$385K -$169K -600 -30%
F
2616
F3Logic
Minnesota
$385K +$396K +1,409 New
RWG
2617
Ratio Wealth Group
Colorado
$385K +$54.5K +194 +16%
FA
2618
Financial Advisors
Massachusetts
$384K
RPG
2619
Resource Planning Group
Georgia
$383K -$104K -370 -21%
SHA
2620
Seneca House Advisors
Virginia
$383K +$75.8K +270 +24%
AC
2621
Arjuna Capital
North Carolina
$383K +$108K +383 +38%
CCFM
2622
Clear Creek Financial Management
Washington
$382K -$2.97M -10,558 -88%
ME
2623
McIlrath & Eck
Washington
$381K -$10.1K -36 -3%
DWM
2624
Defined Wealth Management
Oregon
$381K
SCP
2625
Silverleafe Capital Partners
Tennessee
$381K +$10.7K +38 +3%

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.