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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
BBHBI
1476
B, B, H, & B Inc
Alabama
$2.75M -$44.1K -157 -2%
GSEP
1477
Golden State Equity Partners
California
$2.75M +$35.1K +125 +1%
MSR
1478
Main Street Research
Connecticut
$2.75M -$277K -987 -9%
RHDIC
1479
R.H. Dinel Investment Counsel
California
$2.74M
TIA
1480
Traphagen Investment Advisors
New Jersey
$2.74M +$28.1K +100 +1%
MG
1481
Mather Group
Illinois
$2.74M +$132K +471 +5%
OAMG
1482
Odey Asset Management Group
United Kingdom
$2.73M -$314K -1,118 -10%
AFM
1483
Anson Funds Management
Texas
$2.73M +$2.81M +10,000 New
EN1L
1484
Engine No 1 LLC
California
$2.73M +$1.11M +3,946 +65%
MW
1485
MBL Wealth
North Carolina
$2.7M +$2.78M +9,905 New
EP
1486
Eudaimonia Partners
Tennessee
$2.7M -$58.4K -208 -2%
FWM
1487
Focused Wealth Management
New York
$2.69M -$1.12K -4 -0%
ARMC
1488
American Research & Management Company
Massachusetts
$2.69M -$5.62K -20 -0.2%
SIG
1489
Sargent Investment Group
Maryland
$2.68M +$80.3K +286 +3%
KTC
1490
Kistler-Tiffany Companies
Pennsylvania
$2.68M -$62.9K -224 -2%
BWM
1491
BerganKDV Wealth Management
Minnesota
$2.68M +$202K +720 +8%
EAM
1492
Erste Asset Management
Austria
$2.67M -$167K -596 -6%
ARMT
1493
Amica Retiree Medical Trust
Rhode Island
$2.66M -$1.46M -5,207 -35%
ACP
1494
Ashfield Capital Partners
California
$2.66M +$177K +630 +7%
VNA
1495
Valley National Advisers
Pennsylvania
$2.66M +$422K +1,502 +18%
WA
1496
WealthTrust Axiom
Pennsylvania
$2.65M
CWS
1497
Cypress Wealth Services
California
$2.65M -$583K -2,074 -18%
MA
1498
Mezzasalma Advisors
New Jersey
$2.63M -$281 -1 -0%
SS
1499
Simplicity Solutions
Minnesota
$2.61M +$486K +1,732 +22%
TFM
1500
TFC Financial Management
Massachusetts
$2.61M +$198K +705 +8%

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.