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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
HIC
1226
Hartline Investment Corp
Illinois
$4.09M -$2.68M -9,547 -39%
VIA
1227
Vident Investment Advisory
Georgia
$4.08M +$550K +1,959 +15%
FBA
1228
Front Barnett Associates
Illinois
$4.08M
BHTS
1229
Bar Harbor Trust Services
Maine
$4.07M +$138K +493 +3%
VPI
1230
Value Partners Investments
Manitoba, Canada
$4.07M -$357K -1,271 -8%
QCMNJ
1231
Quantum Capital Management (New Jersey)
New Jersey
$4.05M -$54.5K -194 -1%
MFA
1232
Mayflower Financial Advisors
Massachusetts
$4.04M +$449K +1,600 +13%
GC
1233
Grimes & Company
Massachusetts
$4.03M -$79.8K -284 -2%
YWP
1234
YorkBridge Wealth Partners
New York
$4.02M -$16.9K -60 -0.4%
YIH
1235
Y-Intercept (HK)
Hong Kong
$4.01M +$1.57M +5,589 +61%
WOSD
1236
WFA of San Diego
California
$4M -$105K -373 -2%
RCA
1237
Resonant Capital Advisors
Wisconsin
$4M +$430K +1,531 +12%
BCA
1238
Bay Colony Advisors
Massachusetts
$4M +$48K +171 +1%
HA
1239
Heartland Advisors
Wisconsin
$4M -$18.8K -67 -0.5%
CWC
1240
Carolinas Wealth Consulting
North Carolina
$4M -$164K -583 -4%
BAM
1241
Blueshift Asset Management
New Jersey
$3.97M +$3.74M +13,300 +1,063%
WA
1242
Waddell & Associates
Tennessee
$3.96M +$1.73M +6,172 +74%
4WM
1243
4J Wealth Management
Virginia
$3.96M +$9.55K +34 +0.2%
PAM
1244
Pegasus Asset Management
New York
$3.95M +$103K +366 +3%
IWP
1245
Icon Wealth Partners
Texas
$3.94M -$1.05M -3,730 -21%
MIC
1246
Means Investment Company
Maine
$3.93M +$106K +378 +3%
SBIA
1247
Sheaff Brock Investment Advisors
Indiana
$3.93M
OFS
1248
Oldfather Financial Services
Nebraska
$3.91M +$21.1K +75 +0.6%
SP
1249
Symmetry Partners
Connecticut
$3.9M
CCT
1250
Capital City Trust
Florida
$3.9M +$49.2K +175 +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.