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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
CFG
1176
Cooper Financial Group
California
$4.41M -$34K -121 -0.7%
CSC
1177
Cove Street Capital
California
$4.41M
MIA
1178
MainStreet Investment Advisors
Illinois
$4.41M -$1.15M -4,109 -20%
WG
1179
Watchman Group
Texas
$4.4M -$102K -363 -2%
PTC
1180
Private Trust Company
Ohio
$4.4M +$1.22M +4,341 +37%
OFG
1181
Oxford Financial Group
Indiana
$4.4M -$975K -3,473 -18%
BOH
1182
Bank of Hawaii
Hawaii
$4.39M -$23.9K -85 -0.5%
TI
1183
Truepoint Inc
Ohio
$4.38M +$235K +836 +14%
LS
1184
Leelyn Smith
Illinois
$4.38M +$229K +816 +5%
HCM
1185
Hodges Capital Management
Texas
$4.37M +$1.33M +4,750 +42%
OKSA
1186
O'Keefe Stevens Advisory
New York
$4.36M +$568K +2,022 +14%
CQS
1187
Credential Qtrade Securities
$4.36M -$1.75M -6,223 -28%
SFFS
1188
Stonehage Fleming Financial Services
Jersey
$4.35M
LWAC
1189
Laurel Wealth Advisors (California)
California
$4.35M -$947K -3,373 -17%
SC
1190
Slow Capital
California
$4.35M +$47.2K +168 +1%
RWM
1191
Ritholtz Wealth Management
New York
$4.33M +$361K +1,285 +9%
KOC
1192
Koss-Olinger Consulting
Florida
$4.32M -$186K -664 -4%
FP
1193
Factorial Partners
New York
$4.31M
MMPW
1194
Mitchell McLeod Pugh & Williams
Alabama
$4.31M +$222K +790 +5%
SIMM
1195
Stillwater Investment Management (Minnesota)
Minnesota
$4.3M -$10.1K -36 -0.2%
III
1196
Independent Investors Inc
New York
$4.29M -$35.1K -125 -0.8%
CWA
1197
Clarity Wealth Advisors
California
$4.27M +$94.1K +335 +2%
MFM
1198
MD Financial Management
Ontario, Canada
$4.26M +$404K +1,438 +10%
EWA
1199
Evolution Wealth Advisors
Florida
$4.26M +$188K +668 +4%
WC
1200
Weil Company
California
$4.26M +$90.4K +322 +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.