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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
CM
2676
Cornerstone Management
Georgia
$341K -$50.6K -180 -13%
DAC
2677
Dividend Assets Capital
South Carolina
$340K
RC
2678
RBF Capital
California
$339K
TIM
2679
Total Investment Management
Arizona
$339K
WCWM
2680
Willow Creek Wealth Management
California
$339K
ACM
2681
Avalon Capital Management
California
$339K +$349K +1,241 New
GF
2682
Gries Financial
Ohio
$338K -$436K -1,553 -56%
WWP
2683
Waypoint Wealth Partners
California
$338K
JWM
2684
Janiczek Wealth Management
Colorado
$338K +$31.7K +113 +10%
RIG
2685
Renaissance Investment Group
Massachusetts
$337K -$1.4K -5 -0.4%
CL
2686
CIM LLC
New York
$337K
NEGWA
2687
New England Guild Wealth Advisors
Connecticut
$337K
EI
2688
Ethic Inc
New York
$337K +$346K +1,233 New
OWA
2689
Outlook Wealth Advisors
Texas
$335K +$1.69K +6 +0.5%
NIM
2690
NuWave Investment Management
New Jersey
$333K +$68K +242 +25%
MWPCG
2691
Measured Wealth Private Client Group
New Hampshire
$331K -$10.1K -36 -3%
BFG
2692
Barber Financial Group
Kansas
$330K -$32.6K -116 -9%
GHAM
2693
Gilman Hill Asset Management
Connecticut
$330K +$49.2K +175 +17%
HCA
2694
Harbour Capital Advisors
Virginia
$329K -$14K -50 -4%
AWM
2695
AAF Wealth Management
Massachusetts
$329K +$338K +1,205 New
CFG
2696
CMC Financial Group
Georgia
$328K
HBT
2697
Heartland Bank & Trust
Illinois
$325K -$1.26M -4,480 -79%
FC
2698
FORA Capital
Florida
$324K -$4.23M -15,064 -93%
RF
2699
RHS Financial
California
$323K
HWA
2700
Heartwood Wealth Advisors
Virginia
$323K +$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.