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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
TIM
1126
Tortoise Investment Management
New York
$4.85M -$44.9K -160 -0.9%
SACTSONJ
1127
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.83M
AF
1128
Aldebaran Financial
$4.83M -$35.1K -125 -0.7%
CP
1129
Clayton Partners
California
$4.8M +$1.69K +6 +0%
BRWM
1130
B. Riley Wealth Management
Tennessee
$4.8M +$272K +970 +6%
TAM
1131
Trust Asset Management
Texas
$4.79M +$122K +436 +3%
ACM
1132
AKRE Capital Management
Virginia
$4.78M -$125K -445 -2%
S
1133
swisspartners
Liechtenstein
$4.78M +$4.06M +14,450 +474%
SNBOSD
1134
Security National Bank of So Dak
Iowa
$4.75M -$898K -3,196 -16%
FMC
1135
First Merchants Corp
Indiana
$4.74M -$4.49K -16 -0.1%
PCM
1136
Pointe Capital Management
Michigan
$4.74M -$158K -561 -3%
IAN
1137
Integrated Advisors Network
Texas
$4.74M -$7.58K -27 -0.2%
MWM
1138
Marietta Wealth Management
Georgia
$4.73M +$55.9K +199 +1%
AFA
1139
AllGen Financial Advisors
Florida
$4.72M +$292K +1,041 +6%
SCM
1140
Stonebridge Capital Management
California
$4.72M -$77.2K -275 -2%
CBTWT
1141
Community Bank & Trust (Waco, Texas)
Texas
$4.71M +$7.3K +26 +0.2%
BIMC
1142
Benson Investment Management Company
Virginia
$4.7M +$9.83K +35 +0.2%
EWM
1143
Empirical Wealth Management
Washington
$4.7M +$1.16M +4,144 +32%
WB
1144
WesBanco Bank
West Virginia
$4.69M -$67.4K -240 -1%
PWG
1145
Private Wealth Group
Florida
$4.68M +$354K +1,259 +8%
FPCP
1146
Fort Point Capital Partners
California
$4.67M +$1.88M +6,681 +64%
AF
1147
Advisornet Financial
Minnesota
$4.65M -$2.5M -8,914 -34%
WP
1148
WealthSource Partners
California
$4.64M +$2.53M +9,018 +113%
KWM
1149
Kingsview Wealth Management
Oregon
$4.64M +$135K +480 +3%
TWA
1150
TCI Wealth Advisors
Arizona
$4.62M +$46.3K +165 +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.