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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
AMM
1576
American Money Management
California
$2.3M +$67.4K +240 +3%
SIAP
1577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$42.1K +150 +2%
PAG
1578
Private Advisory Group
Washington
$2.29M +$297K +1,058 +14%
HBCM
1579
Heron Bay Capital Management
Michigan
$2.28M
DTIM
1580
Danda Trouve Investment Management
Kansas
$2.28M +$124K +441 +6%
CIAS
1581
Capital Investment Advisory Services
North Carolina
$2.28M -$11.9M -42,332 -84%
CAGAS
1582
Capital Advisory Group Advisory Services
Minnesota
$2.28M -$180K -640 -7%
TLCM
1583
Twin Lakes Capital Management
California
$2.28M -$9.55K -34 -0.4%
AMC
1584
Asset Management Corp
Illinois
$2.28M -$42.1K -150 -2%
WGAM
1585
Wilkinson Global Asset Management
New York
$2.27M -$156K -555 -6%
AA
1586
Aufman Associates
Pennsylvania
$2.27M -$16.9K -60 -0.7%
PWS
1587
Paragon Wealth Strategies
Florida
$2.26M -$6.74K -24 -0.3%
IMA
1588
Investment Management Associates
Colorado
$2.25M -$46.1K -164 -2%
CFS
1589
CRA Financial Services
New Jersey
$2.25M +$13.5K +48 +0.6%
LG
1590
LaFleur & Godfrey
Michigan
$2.22M +$927K +3,300 +68%
NA
1591
Nottingham Advisors
New York
$2.22M
JAG
1592
Journey Advisory Group
Kentucky
$2.21M -$952K -3,391 -29%
SG
1593
Stonnington Group
California
$2.21M -$352K -1,255 -14%
PWMAG
1594
Pinnacle Wealth Management Advisory Group
New Jersey
$2.21M +$8.99K +32 +0.4%
QI
1595
Qtron Investments
Massachusetts
$2.21M
BZWA
1596
Blue Zone Wealth Advisors
California
$2.2M -$4.78K -17 -0.2%
CTFG
1597
Capstone Triton Financial Group
Oklahoma
$2.2M +$18K +64 +0.9%
ROTUOC
1598
Regents of the University of California
California
$2.19M
ACM
1599
Ashford Capital Management
Delaware
$2.19M -$144K -513 -6%
VFA
1600
Voya Financial Advisors
Connecticut
$2.19M -$8.99K -32 -0.4%

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.