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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
KF
1301
Krilogy Financial
Missouri
$3.58M +$242K +862 +7%
TW
1302
Transform Wealth
Colorado
$3.57M -$82.6K -294 -2%
XI
1303
XXEC Inc
Oklahoma
$3.56M -$161K -575 -4%
TWM
1304
Tradition Wealth Management
Minnesota
$3.56M +$205K +729 +6%
HDIM
1305
Hanson & Doremus Investment Management
Vermont
$3.55M +$585K +2,084 +19%
B
1306
Bellecapital
Switzerland
$3.55M
KC
1307
Kingfisher Capital
North Carolina
$3.54M
NSIM
1308
North Star Investment Management
Illinois
$3.53M +$9.27K +33 +0.3%
EW
1309
Evoke Wealth
California
$3.53M -$36.2K -129 -1%
BCM
1310
Blume Capital Management
California
$3.53M +$56.2K +200 +2%
HCA
1311
Hyperion Capital Advisors
New York
$3.52M
RFWA
1312
RPg Family Wealth Advisory
Massachusetts
$3.52M +$30.9K +110 +0.9%
SCM
1313
Symons Capital Management
Pennsylvania
$3.51M -$270K -960 -7%
Dodge & Cox
1314
Dodge & Cox
California
$3.5M
CAM
1315
Cozad Asset Management
Illinois
$3.49M
HNW
1316
High Note Wealth
Minnesota
$3.48M +$75K +267 +2%
QCG
1317
Quadrant Capital Group
Ohio
$3.47M +$86.2K +307 +2%
CWA
1318
Canvas Wealth Advisors
Kansas
$3.47M +$22.8K +81 +0.6%
GTAM
1319
Global Trust Asset Management
Florida
$3.47M -$1.12K -4 -0%
PA
1320
PFG Advisors
Arizona
$3.47M +$357K +1,271 +11%
SFA
1321
Semmax Financial Advisors
North Carolina
$3.46M -$220K -782 -6%
BA
1322
Bellwether Advisors
Nebraska
$3.45M +$446K +1,589 +14%
SIG
1323
Sky Investment Group
Connecticut
$3.45M -$36.5K -130 -1%
GEA
1324
Glen Eagle Advisors
New Jersey
$3.45M +$863K +3,073 +32%
AA
1325
Apriem Advisors
California
$3.45M

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.