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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
PCMC
1676
Private Capital Management (Colorado)
Colorado
$1.92M +$2.25K +8 +0.1%
CGA
1677
Crescent Grove Advisors
Illinois
$1.91M +$105K +375 +6%
NDSI
1678
Newman Dignan & Sheerar Inc
Rhode Island
$1.91M -$3.37K -12 -0.2%
BSB
1679
Bangor Savings Bank
Maine
$1.91M +$141K +503 +8%
PF
1680
Phoenix Financial
Israel
$1.9M +$1.96M +6,968 New
PCFFS
1681
Pacific Center for Financial Services
California
$1.9M +$994K +3,539 +103%
MCA
1682
Magnolia Capital Advisors
Mississippi
$1.9M +$378K +1,347 +24%
I
1683
INVST
Indiana
$1.9M -$3.37K -12 -0.2%
CFO
1684
CVA Family Office
Colorado
$1.89M -$1.16M -4,144 -32%
MMHP
1685
Murphy Middleton Hinkle & Parker
Georgia
$1.89M
MS
1686
Maven Securities
Jersey
$1.89M +$188K +670 +11%
CP
1687
Camelot Portfolios
Ohio
$1.89M +$327K +1,164 +20%
AO
1688
Allen Operations
New York
$1.89M
BHIC
1689
Bassett Hargrove Investment Counsel
Delaware
$1.87M
CBA
1690
Coastal Bridge Advisors
Connecticut
$1.87M +$10.1K +36 +0.5%
FQ
1691
First Quadrant
California
$1.87M +$19.1K +68 +1%
MW
1692
Marcum Wealth
Ohio
$1.87M +$937K +3,336 +95%
Cohen & Steers
1693
Cohen & Steers
New York
$1.87M
FCA
1694
FLC Capital Advisors
California
$1.87M
SC
1695
Searle & Co
Connecticut
$1.87M
HIC
1696
Holderness Investments Company
North Carolina
$1.86M -$75.6K -269 -4%
PPG
1697
Peak Planning Group
Colorado
$1.86M +$1.91M +6,815 New
WW
1698
Westshore Wealth
California
$1.86M -$91.3K -325 -5%
BAM
1699
Brave Asset Management
New Jersey
$1.85M
IRAG
1700
Investment Research & Advisory Group
Georgia
$1.85M +$35.7K +127 +2%

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.