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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
IFLIT
851
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$8.67M
RTS
852
Round Table Services
New Jersey
$8.62M +$77.2K +275 +0.9%
GAI
853
General American Investors
New York
$8.61M
OPS
854
Orion Portfolio Solutions
Nebraska
$8.59M -$12.1K -43 -0.1%
FFA
855
Fragasso Financial Advisors
Pennsylvania
$8.59M +$333K +1,184 +4%
HCM
856
Hutner Capital Management
Vermont
$8.57M -$99.1K -353 -1%
MMA
857
Miracle Mile Advisors
California
$8.56M +$410K +1,459 +5%
MIM
858
Martin Investment Management
Florida
$8.55M +$40.4K +144 +0.5%
BJL
859
Brighton Jones LLC
Washington
$8.54M -$140K -500 -2%
WW
860
Waterfront Wealth
Kansas
$8.52M -$60.1K -214 -0.7%
PCM
861
Palisade Capital Management
New Jersey
$8.51M +$139K +495 +2%
SFI
862
Siemens Fonds Invest
Germany
$8.5M +$304K +1,083 +4%
PA
863
Parallel Advisors
California
$8.48M +$847K +3,017 +11%
KS
864
Karpas Strategies
Connecticut
$8.47M +$219K +781 +3%
HAC
865
Harbor Advisory Corp
New Hampshire
$8.44M +$33.7K +120 +0.4%
CAM
866
Cubic Asset Management
Massachusetts
$8.42M -$28.1K -100 -0.3%
WDL
867
Well Done LLC
Michigan
$8.41M -$111K -395 -1%
KCPG
868
Kavar Capital Partners Group
Kansas
$8.36M +$15.4K +55 +0.2%
BBA
869
BLB&B Advisors
Pennsylvania
$8.35M +$2.27M +8,071 +36%
RCAG
870
Rehmann Capital Advisory Group
Michigan
$8.32M +$2.71M +9,642 +46%
ST
871
Smithfield Trust
Pennsylvania
$8.31M -$7.58K -27 -0.1%
CG
872
Caprock Group
Idaho
$8.29M -$774K -2,755 -8%
GT
873
Glenview Trust
Kentucky
$8.26M +$1.13M +4,035 +15%
OBGC
874
O'Brien Greene & Co
Pennsylvania
$8.25M +$146K +519 +2%
AF
875
Ally Financial
Michigan
$8.19M +$2.81M +10,000 +50%

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.