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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
JIP
1401
Jaffetilchin Investment Partners
Florida
$3.08M +$287K +1,023 +10%
FFC
1402
Fure Financial Corporation
Minnesota
$3.08M +$121K +432 +4%
SDH
1403
Sloy Dahl & Holst
Washington
$3.08M +$279K +993 +10%
RFA
1404
Reilly Financial Advisors
California
$3.06M -$26.1K -93 -0.8%
TSS
1405
Thomas Story & Son
Indiana
$3.06M
EVM
1406
Evelyn V. Moreno
$3.06M -$146K -520 -4%
5L
1407
55I LLC
Massachusetts
$3.06M +$671K +2,388 +27%
HC
1408
Hourglass Capital
Texas
$3.05M -$2.81K -10 -0.1%
IA
1409
IndexIQ Advisors
New York
$3.04M -$47.2K -168 -1%
CWA
1410
Capital Wealth Alliance
Arizona
$3.04M -$13.8K -49 -0.5%
PAMG
1411
Patton Albertson Miller Group
Tennessee
$3.04M -$108K -383 -3%
CWM
1412
Cornerstone Wealth Management
Missouri
$3.03M +$10.4K +37 +0.3%
LA
1413
Lynch & Associates
Indiana
$3.03M +$18.3K +65 +0.6%
BIAS
1414
Beacon Investment Advisory Services
New Jersey
$3.03M -$379K -1,348 -11%
FCCM
1415
First City Capital Management
Georgia
$3.02M
AWA
1416
Arkadios Wealth Advisors
Georgia
$3.02M -$1.64M -5,851 -35%
CCFCSB
1417
Cape Cod Five Cents Savings Bank
Massachusetts
$3.01M -$213K -760 -6%
ACM
1418
Allred Capital Management
Texas
$3M -$588K -2,092 -16%
BM
1419
Bislett Management
California
$3M
HPWM
1420
Highland Private Wealth Management
Washington
$3M -$121K -430 -4%
WWM
1421
Windsor Wealth Management
Indiana
$3M +$69.7K +248 +2%
SA
1422
SRH Advisors
Kansas
$2.99M -$234K -832 -7%
STAS
1423
Strong Tower Advisory Services
Minnesota
$2.99M +$3.02M +10,762 New
RSWM
1424
Robertson Stephens Wealth Management
California
$2.98M
BOS
1425
Bingham Osborn & Scarborough
California
$2.98M +$124K +442 +4%

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.