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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
OFA
2726
Oak Family Advisors
Illinois
$307K +$1.69K +6 +0.5%
RWM
2727
Rezny Wealth Management
Florida
$307K +$316K +1,125 New
EE
2728
EWG Elevate
California
$306K +$34.8K +124 +12%
SFG
2729
Sunburst Financial Group
Alabama
$303K
BC
2730
Burleson & Co
California
$303K +$29.2K +104 +10%
AI
2731
ArchPoint Investors
Florida
$303K +$312K +1,110 New
BA
2732
Ballew Advisors
Mississippi
$302K
RFG
2733
Range Financial Group
Oregon
$302K +$1.69K +6 +0.5%
PIFP
2734
Partners in Financial Planning
Virginia
$302K +$8.14K +29 +3%
MIM
2735
MTM Investment Management
South Carolina
$301K -$2.25K -8 -0.7%
BWCS
2736
Beirne Wealth Consulting Services
Connecticut
$300K
CCA
2737
Conestoga Capital Advisors
Pennsylvania
$300K
HCM
2738
Howard Capital Management
Georgia
$300K
MIG
2739
McGuire Investment Group
Rhode Island
$300K
TOCUITCONY
2740
Trustees of Columbia University in the City of New York
New York
$300K
IWA
2741
IVC Wealth Advisors
Pennsylvania
$296K -$42.1K -150 -12%
MAS
2742
Managed Account Services
Florida
$296K -$2.81K -10 -0.9%
FC
2743
Fusion Capital
South Carolina
$296K
TWP
2744
TFO Wealth Partners
Ohio
$296K
ACM
2745
Alamar Capital Management
California
$296K +$40.7K +145 +15%
MMM
2746
Mendel Money Management
Illinois
$294K -$34K -121 -10%
GA
2747
Gateway Advisory
New Jersey
$294K +$73.3K +261 +32%
CWM
2748
Chesapeake Wealth Management
Virginia
$293K -$73K -260 -19%
ACM
2749
Alpha Capital Management
Texas
$293K -$5.62K -20 -2%
AFM
2750
Abbot Financial Management
Massachusetts
$293K

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.