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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
MYAM
951
Meiji Yasuda Asset Management
Japan
$6.88M -$259K -923 -4%
LC
952
Longitude (Cayman)
Cayman Islands
$6.86M -$660K -2,350 -9%
RMAM
953
Raab & Moskowitz Asset Management
New Jersey
$6.86M -$77.2K -275 -1%
AAP
954
Arax Advisory Partners
Colorado
$6.85M -$7.58K -27 -0.1%
JRP
955
Jasper Ridge Partners
California
$6.83M
NC
956
NovaPoint Capital
Georgia
$6.83M +$2.2M +7,841 +46%
FSA
957
Franklin Street Advisors
North Carolina
$6.83M -$8.17M -29,089 -54%
BCM
958
Brookstone Capital Management
Illinois
$6.83M +$85.4K +304 +1%
HFS
959
Hantz Financial Services
Michigan
$6.82M +$1.07M +3,823 +18%
GP
960
Geneva Partners
Wisconsin
$6.82M +$118K +421 +2%
IWM
961
IHT Wealth Management
Illinois
$6.81M -$924K -3,291 -12%
VWA
962
V Wealth Advisors
Kansas
$6.81M +$60.9K +217 +0.9%
SHWM
963
Smith & Howard Wealth Management
Georgia
$6.79M -$123K -439 -2%
TFA
964
Teamwork Financial Advisors
Texas
$6.73M +$687K +2,445 +11%
FIM
965
Freedom Investment Management
Connecticut
$6.73M +$267K +951 +4%
HCM
966
Highlander Capital Management
New Jersey
$6.73M -$140K -500 -2%
PAS
967
Park Avenue Securities
New York
$6.71M +$452K +1,611 +7%
SWA
968
SOA Wealth Advisors
New York
$6.69M +$184K +654 +3%
ZF
969
Zhang Financial
Michigan
$6.68M +$464K +1,652 +7%
ANTB
970
AMG National Trust Bank
Colorado
$6.65M +$115K +410 +2%
FAIM
971
Financial Advocates Investment Management
Washington
$6.64M -$716K -2,551 -9%
SC
972
Savant Capital
Illinois
$6.64M -$392K -1,397 -5%
NAM
973
NorthCoast Asset Management
Connecticut
$6.64M +$2M +7,116 +41%
MSAM
974
Moloney Securities Asset Management
Missouri
$6.63M +$134K +476 +2%
HWM
975
HFR Wealth Management
New York
$6.61M +$237K +843 +4%

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.