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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
MRI
1251
Mad River Investors
Massachusetts
$3.9M
KWA
1252
KCS Wealth Advisory
California
$3.89M +$53.1K +189 +1%
ASFA
1253
All Season Financial Advisors
Colorado
$3.88M -$2.02M -7,182 -34%
PB
1254
Pinnacle Bancorp
Nebraska
$3.88M +$2.81K +10 +0.1%
KC
1255
Knuff & Co
California
$3.88M +$36.5K +130 +0.9%
PP
1256
Pacifica Partners
Canada
$3.88M -$59.5K -212 -1%
SVWAG
1257
Sound View Wealth Advisors Group
Georgia
$3.87M -$210K -746 -5%
B
1258
Brightworth
Georgia
$3.87M -$3.09K -11 -0.1%
CRC
1259
Curi RMB Capital
Illinois
$3.85M -$562 -2 -0%
DAM
1260
Delta Asset Management
Tennessee
$3.85M -$7.02K -25 -0.2%
HW
1261
Hancock Whitney
Mississippi
$3.83M -$38.5K -137 -1%
VMPIC
1262
Varma Mutual Pension Insurance Co
Finland
$3.82M
BPC
1263
Banque Pictet & Cie
Switzerland
$3.82M -$1.4M -5,000 -26%
WDA
1264
Wendell David Associates
New Hampshire
$3.81M -$86.5K -308 -2%
IFG
1265
Independent Financial Group
California
$3.8M -$249K -888 -6%
GA
1266
Greytown Advisors
Florida
$3.8M -$69.1K -246 -2%
GIP
1267
Granite Investment Partners
California
$3.78M
PWP
1268
Personal Wealth Partners
Minnesota
$3.77M +$103K +368 +3%
PFS
1269
Prospera Financial Services
Texas
$3.75M -$35.1K -125 -0.9%
PIA
1270
Pinion Investment Advisors
Kansas
$3.75M +$47.5K +169 +1%
SMA
1271
Sage Mountain Advisors
Georgia
$3.74M +$184K +656 +5%
AFS
1272
Annapolis Financial Services
Maryland
$3.74M +$51.4K +183 +1%
RIA
1273
Regal Investment Advisors
Michigan
$3.74M +$434K +1,546 +13%
CFS
1274
Capital Financial Services
New York
$3.73M +$56.2K +200 +1%
KPCM
1275
Kings Point Capital Management
New York
$3.73M +$83.7K +298 +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.