We are live on ! Find out more
BRK.B icon

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
OGF
2701
Orin Green Financial
California
$321K
PCA
2702
Private Capital Advisors
Connecticut
$321K
MWM
2703
McNaughton Wealth Management
California
$321K +$16.3K +58 +5%
ZAM
2704
Zevin Asset Management
Massachusetts
$320K -$33.7K -120 -9%
AHB
2705
Abner Herrman & Brock
New Jersey
$320K +$4.78K +17 +1%
PCA
2706
Peddock Capital Advisors
Massachusetts
$319K -$25.6K -91 -7%
BC
2707
Brio Consultants
California
$319K
TF
2708
TLWM Financial
Texas
$319K +$98.3K +350 +43%
FFWM
2709
Future Financial Wealth Management
Ohio
$318K
RFM
2710
Royal Fund Management
Florida
$318K
BWP
2711
Bernardo Wealth Planning
Pennsylvania
$317K
LAM
2712
LifePro Asset Management
California
$317K +$29.8K +106 +10%
AAM
2713
American Asset Management
Florida
$316K
DBIA
2714
Dumont & Blake Investment Advisors
New Jersey
$314K +$64.6K +230 +25%
UAML
2715
US Asset Management LLC
Pennsylvania
$314K +$323K +1,150 New
FPIS
2716
Financial Planning & Information Services
Wisconsin
$312K
MKA
2717
M. Kulyk & Associates
Georgia
$312K
RDFA
2718
Ritter Daniher Financial Advisory
Ohio
$312K
SMH
2719
Sanders Morris Harris
Texas
$312K
SFA
2720
Souders Financial Advisors
Ohio
$311K
DTC
2721
Davidson Trust Company
Washington
$311K +$5.06K +18 +2%
MCM
2722
Mattern Capital Management
Colorado
$310K
CMBA
2723
C.M. Bidwell & Associates
Hawaii
$309K -$4.49K -16 -1%
OPTFSNA
2724
Old Point Trust & Financial Services N A
Virginia
$309K
TCPWM
2725
Traverso Chambers Private Wealth Management
California
$307K

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.