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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
52.97%
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
OIM
1451
Orca Investment Management
Oregon
$2.85M -$1.4K -5 -0%
JG
1452
Jefferies Group
New York
$2.84M -$6.38M -22,700 -69%
AOWM
1453
Alpha Omega Wealth Management
Virginia
$2.84M -$94.9K -338 -3%
BW
1454
Bison Wealth
Georgia
$2.84M -$72.7K -259 -2%
FNC
1455
First National Corp
Massachusetts
$2.84M -$9.83K -35 -0.3%
IAIM
1456
International Assets Investment Management
Florida
$2.84M +$6.72M +23,919 +230%
FNBSF
1457
First National Bank Sioux Falls
South Dakota
$2.83M +$44.4K +158 +2%
BFPW
1458
BOK Financial Private Wealth
Colorado
$2.83M +$67.4K +240 +2%
WG
1459
Winton Group
United Kingdom
$2.83M +$583K +2,075 +25%
PWA
1460
Phoenix Wealth Advisors
North Carolina
$2.83M
BOPW
1461
Brandywine Oak Private Wealth
Pennsylvania
$2.82M +$579K +2,060 +25%
FC
1462
Ferris Capital
Massachusetts
$2.82M +$2.78M +9,895 New
Legacy Financial Group (Iowa)
1463
Legacy Financial Group (Iowa)
Iowa
$2.81M -$3.65K -13 -0.1%
EP
1464
EPIQ Partners
Minnesota
$2.8M -$29.5K -105 -1%
GWSG
1465
GPS Wealth Strategies Group
Colorado
$2.8M +$210K +749 +8%
BDF
1466
Balasa Dinverno & Foltz
$2.8M +$129K +460 +5%
PGWM
1467
Parisi Gray Wealth Management
New Jersey
$2.8M +$562 +2 +0%
TSWM
1468
Triangle Securities Wealth Management
North Carolina
$2.78M +$29.5K +105 +1%
BSA
1469
Bull Street Advisors
Georgia
$2.78M +$51.7K +184 +2%
CAS
1470
Cascadia Advisory Services
Oregon
$2.78M -$94.7K -337 -3%
AW
1471
ACG Wealth
Georgia
$2.77M -$616K -2,193 -18%
DHFB
1472
Dixon Hubard Feinour & Brown
Virginia
$2.77M -$5.06K -18 -0.2%
IIM
1473
InTrack Investment Management
Vermont
$2.76M +$82K +292 +3%
DWT
1474
Dorsey & Whitney Trust
South Dakota
$2.76M +$79.8K +284 +3%
C
1475
Certuity
Florida
$2.76M -$8.71K -31 -0.3%

BRK.B Hedge Fund Activity: Q3 2021 in Review

3,026 of the 5,713 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.