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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
MWM
2651
Maltin Wealth Management
New Jersey
$361K
IAP
2652
Indie Asset Partners
Indiana
$360K
SP
2653
SWS Partners
Ohio
$360K
BDFN
2654
Bond & Devick Financial Network
Minnesota
$359K
WCM
2655
Wealthcare Capital Management
Virginia
$356K -$1.97K -7 -0.5%
SFP
2656
Sandbox Financial Partners
Maryland
$356K
CFG
2657
Compton Financial Group
Maryland
$355K
MFT
2658
Moisand Fitzgerald Tamayo
Florida
$354K
CCM
2659
Cohen Capital Management
California
$353K
RPA
2660
Rock Point Advisors
Vermont
$352K
UWM
2661
USAdvisors Wealth Management
Minnesota
$352K
RCA
2662
Ranch Capital Advisors
Florida
$352K +$4.21K +15 +1%
C1AG
2663
Client 1st Advisory Group
Florida
$352K +$14.6K +52 +4%
CWP
2664
CFM Wealth Partners
Texas
$351K
FWP
2665
Falcon Wealth Planning
California
$351K +$361K +1,285 New
AIA
2666
Alera Investment Advisors
Illinois
$350K -$2.81K -10 -0.8%
CRIG
2667
Charter Research & Investment Group
Connecticut
$350K
RWRC
2668
R.W. Roge & Company
New York
$348K
AF
2669
AtlasMark Financial
Texas
$348K
FVCM
2670
F&V Capital Management
Florida
$347K
CPC
2671
Consolidated Planning Corp
Georgia
$346K
SMG
2672
Smart Money Group
Texas
$345K -$122K -436 -26%
MPPLM
2673
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$343K
HI
2674
Human Investing
Oregon
$343K +$4.21K +15 +1%
DCM
2675
Driehaus Capital Management
Illinois
$342K +$15.4K +55 +5%

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.