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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
II
2851
Ibex Investors
Colorado
$236K
ATWA
2852
Arbor Trust Wealth Advisors
Michigan
$236K +$3.93K +14 +2%
NFG
2853
Northeast Financial Group
Pennsylvania
$236K
MFG
2854
Menard Financial Group
Texas
$235K +$3.09K +11 +1%
HFM
2855
Harvest Fund Management
China
$234K -$50K -178 -17%
ACM
2856
Ayrshire Capital Management
Connecticut
$234K
CWA
2857
Centennial Wealth Advisory
Michigan
$234K +$7.58K +27 +3%
IAMOG
2858
Investors Asset Management of Georgia
Georgia
$234K +$20.8K +74 +9%
CAN
2859
Claraphi Advisory Network
United States
$233K -$50.6K -180 -17%
CFSG
2860
Clark Financial Services Group
Missouri
$233K
PD
2861
Planning Directions
Pennsylvania
$233K +$9.83K +35 +4%
KCM
2862
Kornitzer Capital Management
Kansas
$232K -$365K -1,300 -60%
CA
2863
Centerpoint Advisors
Massachusetts
$232K -$35.1K -125 -13%
NEIRG
2864
New England Investment & Retirement Group
Massachusetts
$232K -$281 -1 -0.1%
PWMG
2865
Pinnacle Wealth Management Group
Michigan
$232K
SVCF
2866
Silicon Valley Community Foundation
California
$231K +$51.4K +183 +28%
IUHSA
2867
Itau Unibanco Holding S.A.
Brazil
$231K +$224K +797 +1,594%
SCM
2868
Seascape Capital Management
New Hampshire
$229K -$281 -1 -0.1%
CB
2869
CNB Bank
Pennsylvania
$228K -$42.1K -150 -15%
FM
2870
Foster & Motley
Ohio
$228K
TA
2871
Townsend & Associates
Colorado
$227K
IHWM
2872
Iron Horse Wealth Management
Iowa
$226K
HCM
2873
Hilton Capital Management
New York
$225K
ONST
2874
Old North State Trust
North Carolina
$224K
PP
2875
PrairieView Partners
Minnesota
$224K +$562 +2 +0.2%

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.