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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
FHA
1351
Flagship Harbor Advisors
Massachusetts
$3.32M
Financial Engines Advisors
1352
Financial Engines Advisors
California
$3.31M +$3.41M +12,142 New
NFG
1353
Nadler Financial Group
Illinois
$3.31M -$171K -610 -5%
GI
1354
GS Investments
Minnesota
$3.31M +$3.41M +12,139 New
GWCM
1355
Godshalk Welsh Capital Management
Pennsylvania
$3.31M +$1.4K +5 +0%
AWE
1356
Avidian Wealth Enterprises
Texas
$3.31M +$207K +738 +6%
FHC
1357
First Heartland Consultants
Missouri
$3.29M -$1.45M -5,165 -30%
PG
1358
Patten Group
Tennessee
$3.29M -$2.53K -9 -0.1%
AMIM
1359
Aull & Monroe Investment Management
Alabama
$3.29M -$183K -653 -5%
TCM
1360
Traynor Capital Management
Pennsylvania
$3.28M +$249K +885 +8%
CFMC
1361
Curbstone Financial Management Corp
New Hampshire
$3.27M -$138K -490 -4%
GAM
1362
Griffin Asset Management
New York
$3.27M -$660K -2,350 -16%
AIA
1363
AIMZ Investment Advisors
California
$3.27M -$18.3K -65 -0.5%
BA
1364
Bridgewater Advisors
New York
$3.26M +$215K +766 +7%
RR
1365
Robotti Robert
$3.26M -$108K -383 -3%
CFG
1366
Citizens Financial Group
Rhode Island
$3.26M +$317K +1,127 +10%
CCM
1367
Coldstream Capital Management
Washington
$3.25M -$1.77M -6,317 -29%
SAM
1368
SignalPoint Asset Management
Missouri
$3.25M +$105K +374 +3%
IP
1369
Intellectus Partners
California
$3.25M -$156K -557 -4%
Fiera Capital (Canada)
1370
Fiera Capital (Canada)
Quebec, Canada
$3.24M -$14K -50 -0.4%
LIG
1371
Lokken Investment Group
Delaware
$3.24M +$46.9K +167 +1%
Fuller & Thaler Asset Management
1372
Fuller & Thaler Asset Management
California
$3.23M -$225K -800 -6%
CI
1373
CX Institutional
Indiana
$3.23M -$4.78K -17 -0.1%
PTP
1374
Platform Technology Partners
New York
$3.23M -$208K -742 -6%
DI
1375
Diligent Investors
California
$3.22M

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.