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Berkshire Hathaway Class B

3,027 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, 1,189 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: 1,189 | 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: 3,0553,027 (-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
3,027
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
1,189
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
CPWM
1501
Cardinal Point Wealth Management
California
$2.61M +$2.81K +10 +0.1%
GFS
1502
GYL Financial Synergies
Connecticut
$2.6M -$18K -64 -0.7%
OC
1503
Oarsman Capital
Wisconsin
$2.6M -$98.3K -350 -4%
AFIA
1504
America First Investment Advisors
Nebraska
$2.6M -$81.2K -289 -3%
ARC
1505
Advisor Resource Council
Texas
$2.6M -$835K -2,974 -24%
BCM
1506
BTR Capital Management
California
$2.6M -$56.2K -200 -2%
SS
1507
Sunbelt Securities
Texas
$2.59M
ST
1508
Sabal Trust
Florida
$2.59M
LRPA
1509
L. Roy Papp & Associates
Arizona
$2.59M
OCM
1510
Orser Capital Management
Texas
$2.57M
PNC
1511
Park National Corp
Ohio
$2.57M -$112K -399 -4%
BA
1512
Ballast Advisors
Minnesota
$2.57M +$22.2K +79 +0.8%
RPWA
1513
Regent Peak Wealth Advisors
Georgia
$2.57M +$12.4K +44 +0.5%
DA
1514
Dash Acquisitions
California
$2.57M +$49.2K +175 +2%
LL
1515
LPWM LLC
Minnesota
$2.56M +$7.02K +25 +0.3%
DMBA
1516
Deseret Mutual Benefit Administrators
Utah
$2.56M -$690K -2,458 -21%
ATC
1517
Adirondack Trust Company
New York
$2.55M -$1.12K -4 -0%
FSA
1518
Fort Sheridan Advisors
Illinois
$2.55M +$118K +421 +5%
JWCA
1519
J.W. Coons Advisors
Ohio
$2.55M +$85.9K +306 +3%
BP
1520
BBR Partners
New York
$2.55M +$359K +1,279 +16%
AFP
1521
Ausdal Financial Partners
Iowa
$2.54M +$252K +897 +11%
LFA
1522
Landmark Financial Advisors
Kentucky
$2.54M +$60.1K +214 +2%
CIM
1523
CIM Investment Management
Pennsylvania
$2.54M -$6.18K -22 -0.2%
FMBTD
1524
First Midwest Bank Trust Division
Illinois
$2.54M -$106K -379 -4%
SXL
1525
Summit X LLC
Missouri
$2.53M +$12.6K +45 +0.5%

BRK.B Hedge Fund Activity: Q3 2021 in Review

3,027 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 1,189 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.

  • 3,027 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2021, down from 3,055 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.