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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
PAI
1201
Pittenger & Anderson Inc
Nebraska
$4.25M +$220K +782 +5%
TPA
1202
Trivium Point Advisory
Connecticut
$4.25M -$17.7K -63 -0.4%
PFM
1203
Parsec Financial Management
North Carolina
$4.24M +$548K +1,950 +15%
APW
1204
Aurora Private Wealth
New Jersey
$4.23M -$2.09M -7,446 -32%
WC
1205
Woodstock Corp
Massachusetts
$4.22M +$14.3K +51 +0.3%
SA
1206
Strategic Advisors
New York
$4.22M +$138K +490 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1207
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.2M -$6.88M -24,500 -61%
EP
1208
Edgestream Partners
New Jersey
$4.2M -$14.1M -50,359 -77%
CFFP
1209
Center for Financial Planning
Michigan
$4.2M
MC
1210
Martin & Co
Tennessee
$4.2M +$400K +1,423 +10%
PCP
1211
Proficio Capital Partners
Massachusetts
$4.2M +$123K +439 +3%
1SB
1212
1ST Source Bank
Indiana
$4.19M +$15.2K +54 +0.4%
FPS
1213
Fieldpoint Private Securities
Connecticut
$4.19M +$62.4K +222 +1%
HBWM
1214
Hollow Brook Wealth Management
New York
$4.17M -$125K -444 -3%
CT
1215
Coastline Trust
Rhode Island
$4.16M +$256K +910 +6%
DI
1216
DAGCO Inc
Ohio
$4.14M +$4.78K +17 +0.1%
SMG
1217
Spectrum Management Group
Indiana
$4.14M +$393K +1,399 +10%
BHB
1218
Bank Hapoalim BM
Israel
$4.14M -$68.8K -245 -2%
ACP
1219
Aviance Capital Partners
Florida
$4.13M
BFC
1220
Blue Fin Capital
Rhode Island
$4.13M -$150K -535 -3%
UHC
1221
Union Heritage Capital
Michigan
$4.12M
BAM
1222
Berkshire Asset Management
Pennsylvania
$4.1M -$34.5K -123 -0.8%
BRCM
1223
Bright Rock Capital Management
Massachusetts
$4.09M
ZIM
1224
Zacks Investment Management
Illinois
$4.09M +$240K +854 +6%
GPCM
1225
Granite Point Capital Management
Massachusetts
$4.09M +$4.21M +15,000 New

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.