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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
WP
1376
WMS Partners
Maryland
$3.21M -$153K -545 -4%
ATPW
1377
Ashton Thomas Private Wealth
Arizona
$3.21M +$208K +740 +7%
NWS
1378
Newport Wealth Strategies
California
$3.21M -$54.5K -194 -2%
LSPW
1379
Lake Street Private Wealth
Illinois
$3.2M +$248K +884 +8%
FCB
1380
First Command Bank
Texas
$3.19M -$11.5K -41 -0.3%
FCFS
1381
First Command Financial Services
Texas
$3.19M -$11.5K -41 -0.3%
CNFG
1382
Creegan & Nassoura Financial Group
New Hampshire
$3.19M
WAM
1383
WNY Asset Management
New York
$3.19M +$804K +2,864 +32%
BI
1384
Bramshill Investments
Florida
$3.18M
DIA
1385
Dana Investment Advisors
Wisconsin
$3.18M +$10.1K +36 +0.3%
TA
1386
Tiedemann Advisors
New York
$3.17M -$251K -892 -7%
TIA
1387
Tiemann Investment Advisors
California
$3.16M -$63.2K -225 -2%
TMAM
1388
Tokio Marine Asset Management
Japan
$3.15M +$293K +1,043 +10%
SAMC
1389
Spectrum Asset Management (California)
California
$3.15M -$18.3K -65 -0.6%
RPSA
1390
Richard P. Slaughter Associates
Texas
$3.15M -$195K -693 -6%
WTB
1391
Washington Trust Bank
Washington
$3.15M -$81.5K -290 -2%
MF
1392
Manchester Financial
California
$3.14M -$3.93K -14 -0.1%
STA
1393
Summit Trail Advisors
New York
$3.13M +$169K +603 +6%
MCM
1394
Marathon Capital Management
Maryland
$3.12M +$80.6K +287 +3%
FC
1395
Forte Capital
New York
$3.12M -$49.2K -175 -2%
IFWM
1396
Institute for Wealth Management
Colorado
$3.11M +$71.3K +254 +2%
GIA
1397
Gladstone Institutional Advisory
Florida
$3.11M +$1.11M +3,947 +53%
DIA
1398
Dean Investment Associates
Ohio
$3.1M -$145K -516 -4%
LIM
1399
Lathrop Investment Management
Arkansas
$3.1M -$2.81K -10 -0.1%
CAG
1400
Curtis Advisory Group
California
$3.09M -$6.74K -24 -0.2%

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.