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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
SAM
1426
Soditic Asset Management
United Kingdom
$2.98M
GKWIM
1427
Gerber Kawasaki Wealth & Investment Management
California
$2.98M +$179K +637 +6%
ATI
1428
Act Two Investors
California
$2.97M -$455K -1,619 -13%
EFSCE
1429
Enterprise Financial Services Corp (EFSC)
Missouri
$2.97M +$1.25M +4,433 +69%
DFA
1430
Delta Financial Advisors
Louisiana
$2.96M
AFA
1431
Abacus FCF Advisors
Florida
$2.95M +$1.04M +3,702 +54%
BIM
1432
Barton Investment Management
Pennsylvania
$2.95M +$3M +10,691 +9,808%
MWA
1433
Meridian Wealth Advisors
Texas
$2.94M
MYLI
1434
Meiji Yasuda Life Insurance
Japan
$2.94M -$477K -1,700 -14%
SW
1435
SteelPeak Wealth
California
$2.94M +$600K +2,135 +25%
ACA
1436
Atlas Capital Advisors
Wyoming
$2.93M -$101K -360 -3%
XSC
1437
X-Square Capital
Puerto Rico
$2.92M +$151K +539 +5%
CPIA
1438
Cornell Pochily Investment Advisors
New York
$2.91M +$23.9K +85 +0.8%
SF
1439
Summit Financial
New Jersey
$2.91M +$2.14M +7,633 +253%
BCM
1440
Bayesian Capital Management
New York
$2.9M +$906K +3,226 +44%
HFM
1441
Hartford Financial Management
Connecticut
$2.9M -$14K -50 -0.5%
MA
1442
MONECO Advisors
Connecticut
$2.89M +$16K +57 +0.5%
PFA
1443
Professional Financial Advisors
Nebraska
$2.89M +$31.7K +113 +1%
VA
1444
Valmark Advisers
Ohio
$2.89M +$13.5K +48 +0.5%
CIC
1445
Chilton Investment Company
Connecticut
$2.89M -$164K -583 -5%
RBFC
1446
Roman Butler Fullerton & Co
Missouri
$2.88M -$80.6K -287 -3%
JFA
1447
JNBA Financial Advisors
Minnesota
$2.87M +$37.4K +133 +1%
SCG
1448
Sonata Capital Group
Washington
$2.86M -$116K -412 -4%
PG
1449
Pendal Group
Australia
$2.86M -$5.09M -18,132 -63%
TTWM
1450
TCV Trust & Wealth Management
Virginia
$2.85M +$411K +1,465 +16%

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.