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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
LRIA
1801
Leonard Rickey Investment Advisors
Washington
$1.59M -$196K -699 -11%
FF
1802
FourThought Financial
Florida
$1.59M +$16K +57 +1%
JSL
1803
JT Stratford LLC
Georgia
$1.59M +$17.4K +62 +1%
HFG
1804
Heron Financial Group
New York
$1.59M -$14.6K -52 -0.9%
OWIM
1805
Old West Investment Management
California
$1.59M +$72.2K +257 +5%
SA
1806
SL Advisors
New Jersey
$1.58M -$71.3K -254 -4%
MSFS
1807
Main Street Financial Solutions
Pennsylvania
$1.57M -$310K -1,102 -16%
CHP
1808
Cable Hill Partners
Oregon
$1.57M +$10.1K +36 +0.6%
CSS
1809
Cubist Systematic Strategies
Connecticut
$1.57M -$6.24M -22,215 -79%
SL
1810
Stevard LLC
Illinois
$1.57M
EWM
1811
EPG Wealth Management
Georgia
$1.56M +$38.8K +138 +2%
TAM
1812
Taurus Asset Management
New York
$1.56M -$53.4K -190 -3%
GL
1813
Graypoint LLC
New York
$1.55M -$109K -389 -6%
AIP
1814
Almanack Investment Partners
Pennsylvania
$1.55M -$17.4K -62 -1%
ESB
1815
Essex Savings Bank
Connecticut
$1.54M +$121K +432 +9%
SWP
1816
Strategic Wealth Partners
Ohio
$1.54M +$169K +603 +12%
JAFL
1817
Jay A. Fishman Ltd
Michigan
$1.54M -$5.62K -20 -0.4%
CWM
1818
Calamos Wealth Management
Illinois
$1.54M -$2.25K -8 -0.1%
Marshall Wace
1819
Marshall Wace
United Kingdom
$1.54M -$32.2M -114,568 -95%
MWM
1820
Mattern Wealth Management
Kansas
$1.54M
GP
1821
Girard Partners
Pennsylvania
$1.54M -$47.2K -168 -3%
PO
1822
Private Ocean
California
$1.53M +$6.74K +24 +0.4%
ICM
1823
IMS Capital Management
Oregon
$1.53M
VCM
1824
Vivaldi Capital Management
Illinois
$1.53M +$2.53K +9 +0.2%
RW
1825
Rede Wealth
Virginia
$1.53M +$176K +625 +13%

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.