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
BRG
2826
Bay Rivers Group
Virginia
$251K +$258K +920 New
RWMH
2827
Riverpoint Wealth Management Holdings
Illinois
$250K -$379K -1,348 -60%
BCAM
2828
Boston Common Asset Management
Massachusetts
$249K -$708K -2,520 -73%
MAM
2829
MMA Asset Management
Pennsylvania
$249K
WCA
2830
Westover Capital Advisors
Delaware
$249K +$21.3K +76 +9%
WIM
2831
Westside Investment Management
California
$249K -$28.4K -101 -4%
COF
2832
Capital One Financial
Virginia
$248K +$7.3K +26 +3%
CICI
2833
Capital Investment Counsel Inc
North Carolina
$248K +$25.3K +90 +11%
OF
2834
Outfitter Financial
Maine
$247K -$44.9K -160 -15%
ASA
2835
Armstrong Shaw Associates
Connecticut
$246K
DLG
2836
Daniel L. Goodwin
$246K
EARNEST Partners
2837
EARNEST Partners
Georgia
$246K
IAS
2838
Investment Advisory Services
Texas
$246K
HIM
2839
Hanlon Investment Management
New Jersey
$245K
SEEDPG
2840
S.E.E.D. Planning Group
New York
$244K -$1.01M -3,594 -80%
GC
2841
GFG Capital
Florida
$244K -$43.5K -155 -15%
FWI
2842
Facet Wealth Inc
Maryland
$243K +$250K +889 New
OL
2843
Optas LLC
Texas
$242K -$130K -464 -34%
PCA
2844
Providence Capital Advisors
North Carolina
$242K -$71.1K -253 -22%
AWM
2845
Affinity Wealth Management
Delaware
$242K +$2.81K +10 +1%
SJIM
2846
St. Johns Investment Management
Florida
$240K
BO
2847
Bank OZK
Arkansas
$238K +$245K +871 New
GPA
2848
Guidance Point Advisors
Massachusetts
$237K +$4.78K +17 +2%
PCTC
2849
Perkins Coie Trust Company
Washington
$236K -$49.7K -177 -17%
GAG
2850
GM Advisory Group
New York
$236K -$42.1K -150 -15%

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.