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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
AR
1626
Advisory Research
Illinois
$2.08M -$4.78K -17 -0.2%
NAM
1627
NTV Asset Management
West Virginia
$2.08M +$28.1K +100 +1%
NERM
1628
New England Research & Management
Illinois
$2.08M -$7.02K -25 -0.3%
SMC
1629
Smith, Moore & Co
Missouri
$2.08M +$61.5K +219 +3%
DCM
1630
Donaldson Capital Management
Indiana
$2.08M +$251K +895 +13%
TC
1631
Trilogy Capital
California
$2.07M -$241K -858 -10%
EGA
1632
E&G Advisors
Texas
$2.07M +$2.13M +7,583 New
1W
1633
1776 Wealth
Georgia
$2.07M
HTHT
1634
Hemenway Trust Hemenway Trust
New Hampshire
$2.06M -$21.1K -75 -1%
LBC
1635
Lowe Brockenbrough & Co
Virginia
$2.06M +$301K +1,071 +17%
HWMG
1636
Hurlow Wealth Management Group
Indiana
$2.06M -$36K -128 -2%
SFG
1637
SNS Financial Group
Minnesota
$2.05M -$5.9K -21 -0.3%
BFS
1638
Baskin Financial Services
Ontario, Canada
$2.05M
IIM
1639
Intact Investment Management
Quebec, Canada
$2.05M
MSFP
1640
Mark Sheptoff Financial Planning
Connecticut
$2.04M -$49.2K -175 -2%
PP
1641
Pegasus Partners
Wisconsin
$2.03M -$188K -670 -8%
CCM
1642
Condor Capital Management
New Jersey
$2.03M +$80.3K +286 +4%
EWM
1643
Endurance Wealth Management
Rhode Island
$2.03M +$14K +50 +0.7%
ICM
1644
Islay Capital Management
Texas
$2.03M +$288K +1,025 +16%
BWP
1645
Baldwin Wealth Partners
Massachusetts
$2.03M -$4.78K -17 -0.2%
MFW
1646
Mosaic Family Wealth
Missouri
$2.02M +$63.2K +225 +3%
CA
1647
Cortland Associates
Missouri
$2.02M +$10.4K +37 +0.5%
OC
1648
Oakworth Capital
Alabama
$2.02M
IC
1649
Intersect Capital
California
$2.02M +$252K +896 +14%
HP
1650
Hikari Power
Japan
$2.02M

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.