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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
MFA
2926
McClarren Financial Advisors
Pennsylvania
$177K
IBOK
2927
Independence Bank of Kentucky
Kentucky
$177K +$11.8K +42 +7%
PA
2928
PSI Advisors
Florida
$172K +$178K +632 New
TFIPS
2929
Towarzystwo Funduszy Inwestycyjnych PZU SA
$169K +$25.3K +90 +17%
LD
2930
Lipe & Dalton
New York
$165K
OSNBOA
2931
Old Second National Bank of Aurora
Illinois
$162K +$4.21K +15 +3%
WWM
2932
Wolff Wiese Magana
California
$155K -$11.5K -41 -7%
FFA
2933
Freedman Financial Associates
Massachusetts
$155K +$6.18K +22 +4%
TLFA
2934
True Link Financial Advisors
California
$153K +$156K +555 +7,929%
ACM
2935
Adalta Capital Management
New York
$151K
AWM
2936
Avondale Wealth Management
Texas
$150K
MC
2937
Maverick Capital
Texas
$149K -$2.11M -7,495 -93%
State Farm Mutual Automobile Insurance
2938
State Farm Mutual Automobile Insurance
Illinois
$147K
ASBI
2939
American State Bank (Iowa)
Iowa
$146K
MAM
2940
Magellan Asset Management
Australia
$145K +$98.3K +350 +191%
CBT
2941
Central Bank & Trust
Kentucky
$144K
SGAM
2942
Smith Group Asset Management
Texas
$144K +$9.83K +35 +7%
BDS
2943
Banco de Sabadell
Florida
$138K -$444K -1,580 -76%
SAM
2944
Sycomore Asset Management
France
$138K
TFA
2945
Toth Financial Advisory
Virginia
$136K
TI
2946
Truehand Inc
New Hampshire
$136K
AA
2947
AlphaMark Advisors
Kentucky
$136K +$56.2K +200 +67%
RA
2948
Resolute Advisors
California
$132K
CWM
2949
Cranbrook Wealth Management
Michigan
$132K +$15.4K +55 +13%
ACM
2950
Antonetti Capital Management
Florida
$130K +$133K +475 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.