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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
SPIO
2751
Seven Post Investment Office
California
$293K
HWM
2752
Howard Wealth Management
Connecticut
$291K
FA
2753
Fountainhead AM
New Jersey
$291K +$14K +50 +5%
BWM
2754
BT Wealth Management
Georgia
$290K -$56.7K -202 -16%
SAM
2755
Smithbridge Asset Management
Pennsylvania
$290K -$6.46K -23 -2%
UCMOK
2756
United Capital Management of KS
Kansas
$290K
NEPPG
2757
New England Professional Planning Group
Rhode Island
$289K
CSIA
2758
Charles Schwab Investment Advisory
California
$289K +$69.4K +247 +30%
KBFS
2759
Kohmann Bosshard Financial Services
Ohio
$288K
KW
2760
KWB Wealth
California
$288K
IF
2761
IRON Financial
Illinois
$287K +$25K +89 +9%
AA
2762
Addison Advisors
Vermont
$286K +$1.69K +6 +0.6%
HA
2763
Harborview Advisors
Maine
$286K +$72.5K +258 +33%
CMI
2764
Clare Market Investments
Texas
$285K -$83.7K -298 -22%
AWA
2765
AmeriServ Wealth Advisors
Pennsylvania
$285K -$30.6K -109 -9%
BMD
2766
Better Money Decisions
New Mexico
$285K +$46.3K +165 +19%
AP
2767
Americana Partners
Texas
$284K +$292K +1,041 New
CFG
2768
CKW Financial Group
Hawaii
$283K
DW
2769
Domani Wealth
Pennsylvania
$282K +$562 +2 +0.2%
PIM
2770
Provident Investment Management
Michigan
$281K
WA
2771
Wealthstar Advisors
Texas
$281K +$50.3K +179 +21%
SFA
2772
Source Financial Advisors
New York
$279K +$3.93K +14 +1%
TCWA
2773
Ten Capital Wealth Advisors
Washington
$278K -$2.74M -9,743 -91%
TS
2774
Tamar Securities
California
$278K +$843 +3 +0.3%
MGI
2775
MayTech Global Investments
New York
$277K

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.