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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
BA
2626
BCM Advisors
Louisiana
$381K +$140K +500 +59%
CAM
2627
Cidel Asset Management
Ontario, Canada
$380K
AFAS
2628
Acorn Financial Advisory Services
Virginia
$378K -$473K -1,684 -55%
GIM
2629
Guild Investment Management
California
$377K
MCIA
2630
Mountain Capital Investment Advisors
Colorado
$376K
NL
2631
Navalign LLC
California
$373K -$14K -50 -4%
DPI
2632
Diversified Portfolios Inc
Michigan
$372K
JEST
2633
JTC Employer Solutions Trustee
Jersey
$372K
RSS
2634
Rosenblum Silverman Sutton
California
$372K
PIM
2635
Progressive Investment Management
Oregon
$371K
ACP
2636
Aveo Capital Partners
Colorado
$371K +$10.7K +38 +3%
BBWA
2637
Bell & Brown Wealth Advisors
California
$371K +$381K +1,358 New
ACM
2638
Alethea Capital Management
Washington
$368K
BE
2639
Bonness Enterprises
District of Columbia
$368K
IIM
2640
Ipswich Investment Management
Massachusetts
$368K
OFG
2641
Omega Financial Group
California
$368K
SIA
2642
Strategic Investment Advisors
Michigan
$366K +$7.3K +26 +2%
DR
2643
Davis Rea
Ontario, Canada
$365K
Loomis, Sayles & Company
2644
Loomis, Sayles & Company
Massachusetts
$365K +$242K +863 +182%
BCMO
2645
Buckingham Capital Management (Ohio)
Ohio
$364K -$370K -1,319 -50%
CL
2646
COWA LLC
Oklahoma
$364K
CL
2647
CSS LLC
Illinois
$364K
FA
2648
FC Advisory
Pennsylvania
$364K
SCM
2649
SKBA Capital Management
California
$363K
MAM
2650
Marotta Asset Management
Virginia
$362K +$6.74K +24 +2%

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.