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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
WA
1101
WBH Advisory
Maryland
$5.1M +$35.7K +127 +0.7%
BIM
1102
Baldwin Investment Management
Pennsylvania
$5.1M +$431K +1,535 +9%
KA
1103
Kovack Advisors
Florida
$5.09M +$420K +1,494 +9%
RDWM
1104
Red Door Wealth Management
Tennessee
$5.08M +$153K +544 +3%
PDN
1105
Pensionfund DSM Netherlands
Netherlands
$5.05M -$3.65M -13,000 -41%
PK
1106
Pflug Koory
Nebraska
$5.05M -$38.2K -136 -0.7%
RWA
1107
Ropes Wealth Advisors
Massachusetts
$5.04M -$63.2K -225 -1%
DLA
1108
Douglas Lane & Associates
New York
$5.03M -$51.1K -182 -1%
IIA
1109
IPG Investment Advisors
California
$5.02M -$185K -659 -3%
LWANC
1110
Laurel Wealth Advisors (North Carolina)
North Carolina
$5M +$167K +595 +3%
MWA
1111
Moser Wealth Advisors
Washington
$5M -$12.6K -45 -0.2%
PBC
1112
Pavion Blue Capital
California
$4.99M -$2.53K -9 -0%
ONB
1113
Old National Bancorp
Indiana
$4.99M +$389K +1,386 +8%
BFC
1114
Bedel Financial Consulting
Indiana
$4.98M -$5.34K -19 -0.1%
CIC
1115
Crawford Investment Counsel
Georgia
$4.98M +$46.6K +166 +0.9%
RIA
1116
Realta Investment Advisors
Delaware
$4.96M +$9.83K +35 +0.2%
BC
1117
Blackhill Capital
New Jersey
$4.94M
WPP
1118
Whalerock Point Partners
Rhode Island
$4.94M +$7.02K +25 +0.1%
RA
1119
Royce & Associates
New York
$4.91M
IIC
1120
Ironwood Investment Counsel
Arizona
$4.91M +$727K +2,590 +17%
TFS
1121
TrustCore Financial Services
Tennessee
$4.88M +$50.3K +179 +1%
AC
1122
Abbrea Capital
California
$4.88M +$64.9K +231 +1%
LS
1123
Livforsakringsbolaget Skandia
Sweden
$4.88M -$1.21M -4,300 -19%
CCM
1124
Corsair Capital Management
New York
$4.88M +$17.4K +62 +0.3%
HCP
1125
Holt Capital Partners
Texas
$4.87M -$91.3K -325 -2%

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.