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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
MLIC
2876
Mandatum Life Insurance Company
Finland
$221K +$4.78K +17 +2%
FF
2877
Friedenthal Financial
New Jersey
$221K +$227K +810 New
JSA
2878
Jacobson & Schmitt Advisors
Wisconsin
$220K
WWA
2879
WC Walker & Associates
California
$219K
SPI
2880
Santori & Peters Inc
Pennsylvania
$219K +$1.4K +5 +0.6%
BCCM
2881
Bridge Creek Capital Management
Massachusetts
$219K +$7.02K +25 +3%
SIAG
2882
Safeguard Investment Advisory Group
California
$219K +$12.6K +45 +6%
CB
2883
Community Bank
New York
$218K -$1.23M -4,365 -85%
1CP
2884
17 Capital Partners
Arizona
$218K
BWM
2885
Brickley Wealth Management
California
$218K +$6.46K +23 +3%
NCG
2886
Newport Capital Group
New Jersey
$218K +$225K +800 New
NME
2887
Notis-McConarty Edward
$218K +$225K +800 New
CCM
2888
Chiron Capital Management
Florida
$217K
SL
2889
Salomon & Ludwin
Virginia
$217K +$223K +795 New
TFCP
2890
Twin Focus Capital Partners
Massachusetts
$215K -$11.2M -39,964 -98%
ECA
2891
Elevated Capital Advisors
Utah
$215K +$221K +786 New
PA
2892
Planning Alternatives
Michigan
$213K
DA
2893
Doliver Advisors
Texas
$213K +$5.06K +18 +2%
MWA
2894
MFA Wealth Advisors
Pennsylvania
$211K -$101K -359 -32%
CCA
2895
Clearwater Capital Advisors
Illinois
$211K
BC
2896
Barnett & Company
Tennessee
$210K
FFW
2897
Fusion Family Wealth
New York
$209K -$281K -1,000 -57%
WLPWM
2898
Walled Lake Planning & Wealth Management
Illinois
$209K -$14K -50 -6%
WEPOG
2899
Wealth Enhancement & Preservation of GA
Georgia
$208K
TIAM2
2900
Tru Independence Asset Management 2
Oregon
$208K +$214K +763 New

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.