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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
WAM
726
World Asset Management
Michigan
$11.9M -$859K -3,059 -7%
GW
727
GW & Wade
Massachusetts
$11.9M +$149K +529 +1%
KOCAA
728
Knights of Columbus Asset Advisors
Connecticut
$11.9M +$113K +401 +0.9%
JWBC
729
J.W. Burns & Co
New York
$11.9M +$245K +871 +2%
LNB
730
Ledyard National Bank
$11.8M -$204K -728 -2%
ATC
731
Argent Trust Co
Tennessee
$11.7M +$565K +2,011 +5%
ECM
732
Exchange Capital Management
Michigan
$11.6M -$216K -769 -2%
CHAM
733
Clear Harbor Asset Management
Connecticut
$11.6M +$198K +706 +2%
BWM
734
Buckley Wealth Management
Nevada
$11.6M -$60.4K -215 -0.5%
SWM
735
Spire Wealth Management
Virginia
$11.6M -$10.1K -36 -0.1%
SC
736
Sepio Capital
Utah
$11.5M +$2.57M +9,143 +28%
FNBT
737
FineMark National Bank & Trust
Florida
$11.5M +$3.09K +11 +0%
AC
738
Alexandria Capital
Virginia
$11.5M -$130K -464 -1%
NEWAS
739
N.E.W. Advisory Services
Wisconsin
$11.3M -$445K -1,583 -4%
CA
740
Cumberland Advisors
Florida
$11.3M +$934K +3,325 +9%
AIP
741
Ameritas Investment Partners
Nebraska
$11.3M -$318K -1,133 -3%
NS
742
Newman & Schimel
Illinois
$11.3M -$1.12K -4 -0%
AP
743
Arlington Partners
Alabama
$11.2M +$700K +2,492 +6%
SGCA
744
Steel Grove Capital Advisors
Tennessee
$11.2M +$916K +3,261 +9%
VAM
745
Velanne Asset Management
United Kingdom
$11.1M -$1.98M -7,043 -15%
KA
746
KLCM Advisors
Wisconsin
$11.1M -$42.1K -150 -0.4%
FA
747
Financial Avengers
California
$11M -$65.7K -234 -0.6%
Massachusetts Financial Services
748
Massachusetts Financial Services
Massachusetts
$11M -$738K -2,628 -6%
SWM
749
Stockman Wealth Management
Montana
$10.9M +$224K +797 +2%
ECM
750
ExodusPoint Capital Management
New York
$10.9M +$5.94M +21,146 +112%

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.