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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
JHP
1726
James Hambro & Partners
United Kingdom
$1.77M +$92.7K +330 +5%
CGPCS
1727
Capital Group Private Client Services
California
$1.77M +$1.82M +6,471 New
CWMU
1728
Caliber Wealth Management (Utah)
Utah
$1.76M +$108K +385 +7%
CRI
1729
Colonial River Investments
Virginia
$1.76M +$1.5M +5,349 +597%
1WM
1730
1900 Wealth Management
Texas
$1.76M
SG
1731
StoneX Group
New York
$1.76M -$186K -663 -9%
FMLI
1732
Fukoku Mutual Life Insurance
Japan
$1.76M +$270K +960 +18%
VC
1733
Vestor Capital
Illinois
$1.76M
QCM
1734
Quest Capital Management
Texas
$1.75M -$293K -1,043 -14%
AA
1735
Alesco Advisors
New York
$1.75M -$14K -50 -0.8%
CPO
1736
Cerity Partners OCIO
New York
$1.75M +$285K +1,013 +19%
MCM
1737
Magnolia Capital Management
New York
$1.75M -$315K -1,121 -15%
SAM
1738
Seelaus Asset Management
New Jersey
$1.74M -$383K -1,365 -18%
CS
1739
Comerica Securities
Michigan
$1.74M +$339K +1,206 +23%
BWM
1740
BigSur Wealth Management
Florida
$1.74M -$197K -700 -10%
CCM
1741
Consolidated Capital Management
California
$1.74M -$101K -359 -5%
NWA
1742
New World Advisors
Massachusetts
$1.73M +$1.68M +5,990 New
FFN
1743
Focus Financial Network
Minnesota
$1.73M +$38.5K +137 +2%
EIA
1744
Eldridge Investment Advisors
New Hampshire
$1.73M
GWAG
1745
Garrett Wealth Advisory Group
Texas
$1.73M +$2.25K +8 +0.1%
CNC
1746
Canandaigua National Corp
New York
$1.72M -$33.1K -118 -2%
APG
1747
Abacus Planning Group
South Carolina
$1.72M +$68K +242 +4%
CC
1748
Colrain Capital
Massachusetts
$1.72M +$323K +1,150 +22%
ZCA
1749
Zeke Capital Advisors
Pennsylvania
$1.72M +$37.9K +135 +2%
REMPR
1750
Roof Eidam Maycock Peralta (REMP)
California
$1.72M -$235K -837 -12%

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.