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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
SW
1776
SlateStone Wealth
Florida
$1.67M
WC
1777
Winmill & Co
New York
$1.67M
OWA
1778
Octavia Wealth Advisors
Ohio
$1.66M -$46.3K -165 -3%
GGS
1779
Galvin Gaustad & Stein
Arizona
$1.66M -$107K -380 -6%
TW
1780
TrinityPoint Wealth
Connecticut
$1.66M +$29.5K +105 +2%
I2I
1781
Insight 2811 Inc
Illinois
$1.66M -$174K -620 -9%
BWM
1782
BCGM Wealth Management
Indiana
$1.65M +$211K +752 +15%
AWP
1783
Abacus Wealth Partners
California
$1.65M -$185K -660 -10%
BWA
1784
Burt Wealth Advisors
Maryland
$1.65M +$1.69M +6,027 New
SDWMA
1785
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.64M +$997K +3,551 +144%
PTC
1786
Provident Trust Company
Wisconsin
$1.64M
LWA
1787
Lineweaver Wealth Advisors
Ohio
$1.64M +$12.1K +43 +0.7%
CIP
1788
Convergence Investment Partners
Florida
$1.64M +$295K +1,052 +21%
BCC
1789
Biglari Capital Corp
Texas
$1.64M
SC
1790
SRB Corp
Massachusetts
$1.64M -$177K -629 -10%
FWM
1791
Fairhaven Wealth Management
Illinois
$1.63M -$8.71K -31 -0.5%
GA
1792
Geller Advisors
New York
$1.63M
TCM
1793
Tufton Capital Management
Maryland
$1.63M -$14K -50 -0.8%
NAS
1794
Nicolet Advisory Services
Wisconsin
$1.62M +$87.9K +313 +6%
TA
1795
Tectonic Advisors
Texas
$1.62M +$74.7K +266 +5%
TAM
1796
Townsend Asset Management
North Carolina
$1.62M -$13.2K -47 -0.8%
MCM
1797
Monarch Capital Management
Indiana
$1.62M +$115K +409 +7%
BMCM
1798
Bryn Mawr Capital Management
Pennsylvania
$1.61M
GWM
1799
Greenwich Wealth Management
Connecticut
$1.6M +$34.5K +123 +2%
WCG
1800
Weaver Consulting Group
California
$1.6M +$14K +50 +0.9%

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.