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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
ACM
1026
AlphaStar Capital Management
North Carolina
$5.97M +$5.34M +19,024 +1,068%
TCA
1027
Transcend Capital Advisors
New Jersey
$5.96M -$115K -410 -2%
CWM
1028
Chronos Wealth Management
Florida
$5.94M -$68.5K -244 -1%
RAM
1029
Redmond Asset Management
Virginia
$5.94M -$3.09K -11 -0.1%
LSWM
1030
Lorne Steinberg Wealth Management
Canada
$5.89M +$74.7K +266 +1%
HCM
1031
Harvey Capital Management
Florida
$5.86M
BA
1032
Bristlecone Advisors
Washington
$5.86M -$80.3K -286 -1%
ISB
1033
Iowa State Bank
Iowa
$5.86M -$418K -1,488 -6%
GC
1034
Gratus Capital
Georgia
$5.86M +$37.6K +134 +0.6%
FMWA
1035
Forvis Mazars Wealth Advisors
Missouri
$5.84M -$27.2K -97 -0.5%
BFIC
1036
Bedell Frazier Investment Counselling
California
$5.8M -$59.8K -213 -1%
CGL
1037
Clarius Group LLC
Washington
$5.78M +$135K +479 +2%
SAM
1038
Strategy Asset Managers
California
$5.76M -$1.3M -4,633 -18%
BP
1039
Ballentine Partners
Massachusetts
$5.76M -$208K -742 -3%
GA
1040
GFS Advisors
Texas
$5.74M -$337K -1,200 -5%
IA
1041
IFG Advisory
Georgia
$5.72M +$142K +506 +2%
BPM
1042
Bowling Portfolio Management
Ohio
$5.71M -$27.8K -99 -0.5%
HIMC
1043
Heritage Investors Management Corp
Maryland
$5.7M +$83.4K +297 +1%
DWP
1044
Destiny Wealth Partners
Florida
$5.7M -$62.1K -221 -1%
Holocene Advisors
1045
Holocene Advisors
New York
$5.69M +$5.86M +20,859 New
WG
1046
Welch Group
Alabama
$5.69M +$406K +1,444 +7%
OCAM
1047
Onex Canada Asset Management
Ontario, Canada
$5.66M +$37.1K +132 +0.6%
TWM
1048
Titus Wealth Management
California
$5.65M -$7.58K -27 -0.1%
WIC
1049
Woodmont Investment Counsel
Tennessee
$5.65M +$262K +932 +5%
VHAM
1050
Van Hulzen Asset Management
California
$5.62M +$70.5K +251 +1%

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.