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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
Nomura Holdings
1701
Nomura Holdings
Japan
$1.85M -$4.29M -15,265 -69%
MSA
1702
Marino Stram & Associates
Massachusetts
$1.85M -$2.24M -7,993 -54%
HA
1703
HYA Advisors
Missouri
$1.85M -$44.9K -160 -2%
NB
1704
Nicolet Bankshares
Wisconsin
$1.84M +$105K +373 +6%
IDA
1705
Intelligence Driven Advisers
California
$1.82M -$36K -128 -2%
FA
1706
Fagan Associates
New York
$1.82M +$204K +725 +12%
SCM
1707
Spreng Capital Management
Ohio
$1.82M -$7.3K -26 -0.4%
FMB
1708
Field & Main Bank
Kentucky
$1.82M -$94.1K -335 -5%
Kayne Anderson Rudnick Investment Management
1709
Kayne Anderson Rudnick Investment Management
California
$1.82M -$5.62K -20 -0.3%
SC
1710
Skylands Capital
Wisconsin
$1.81M -$1.26M -4,500 -40%
MECA
1711
Miller Equity Capital Advisors
Texas
$1.81M +$56.2K +200 +3%
MWM
1712
Merriman Wealth Management
Washington
$1.81M -$91.8K -327 -5%
CWM
1713
Connecticut Wealth Management
Connecticut
$1.81M +$314K +1,118 +20%
TAM
1714
Tealwood Asset Management
Minnesota
$1.8M +$1.86M +6,615 New
BWM
1715
Baystate Wealth Management
Massachusetts
$1.8M -$18K -64 -1%
SAM
1716
Steinberg Asset Management
New York
$1.8M
WCAMG
1717
Woodard & Company Asset Management Group
North Carolina
$1.8M -$294K -1,047 -14%
KAH
1718
Kathryn A. Hall
$1.8M
VCAM
1719
Van Cleef Asset Management
Ohio
$1.8M
LPT
1720
Legacy Private Trust
Wisconsin
$1.8M +$5.62K +20 +0.3%
CWM
1721
Cahaba Wealth Management
Georgia
$1.79M +$1.42M +5,057 +334%
AWA
1722
Artemis Wealth Advisors
New York
$1.79M
PP
1723
Professional Planning
California
$1.77M +$13.8K +49 +0.8%
CWAG
1724
Compton Wealth Advisory Group
Virginia
$1.77M -$117K -418 -6%
MA
1725
MCF Advisors
Kentucky
$1.77M +$83.1K +296 +5%

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.