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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
NP
1151
NorthRock Partners
Minnesota
$4.62M +$322K +1,148 +7%
GCM
1152
Glynn Capital Management
California
$4.61M
KPW
1153
Kore Private Wealth
New York
$4.61M +$1.19M +4,240 +34%
CWM
1154
Circle Wealth Management
New Jersey
$4.59M -$308K -1,095 -6%
RAM
1155
RK Asset Management
Michigan
$4.56M -$77.2K -275 -2%
CTA
1156
Colonial Trust Advisors
South Carolina
$4.56M -$1.69K -6 -0%
SAS
1157
Stelac Advisory Services
New York
$4.55M -$70.2K -250 -1%
LFAS
1158
Level Four Advisory Services
Texas
$4.52M -$945K -3,363 -17%
PP
1159
PDS Planning
Ohio
$4.52M -$35.1K -125 -0.7%
APP
1160
Avantax Planning Partners
Iowa
$4.51M +$321K +1,143 +7%
GWS
1161
Glassman Wealth Services
Virginia
$4.5M +$52.2K +186 +1%
HCMT
1162
Highland Capital Management (Tennessee)
Tennessee
$4.5M -$121K -430 -3%
FPB
1163
First PREMIER Bank
South Dakota
$4.49M -$144K -514 -3%
WGCA
1164
Wolf Group Capital Advisors
Virginia
$4.49M -$1.33M -4,730 -22%
CT
1165
Chicago Trust
Illinois
$4.49M +$140K +498 +3%
HWA
1166
Hillcrest Wealth Advisors
New Jersey
$4.49M
FWSM
1167
First Wilshire Securities Management
California
$4.48M +$36.8K +131 +0.8%
BFA
1168
Benedict Financial Advisors
Georgia
$4.47M +$21.1K +75 +0.5%
BCM
1169
Beddow Capital Management
Wyoming
$4.46M -$71.6K -255 -2%
FGP
1170
Foyston, Gordon, & Payne
Ontario, Canada
$4.46M
ECG
1171
Edge Capital Group
Georgia
$4.44M -$1.97K -7 -0%
MIH
1172
Meitav Investment House
Israel
$4.43M +$2.36M +8,412 +109%
PMFA
1173
Plante Moran Financial Advisors
Michigan
$4.42M +$147K +522 +3%
HW
1174
Hedeker Wealth
Illinois
$4.42M -$46.3K -165 -1%
TFS
1175
Thoroughbred Financial Services
Tennessee
$4.42M +$72.5K +258 +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.