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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
ANB
1826
Amarillo National Bank
Texas
$1.52M
DBRC
1827
D.B. Root & Company
Pennsylvania
$1.52M -$417K -1,483 -21%
MA
1828
Modus Advisors
Minnesota
$1.51M -$28.4K -101 -2%
AWS
1829
AJ Wealth Strategies
New York
$1.51M +$286K +1,018 +23%
BAM
1830
Baldrige Asset Management
Pennsylvania
$1.5M -$10.4K -37 -0.7%
NGA
1831
Naples Global Advisors
Florida
$1.5M +$130K +463 +9%
SAS
1832
Sanford Advisory Services
Michigan
$1.5M
PFA
1833
Pure Financial Advisors
California
$1.5M +$36.8K +131 +2%
PIM
1834
Penobscot Investment Management
Massachusetts
$1.49M -$84.3K -300 -5%
MFG
1835
MidWestOne Financial Group
Iowa
$1.49M
CCM
1836
Carlson Capital Management
Minnesota
$1.49M +$25.3K +90 +2%
QPWM
1837
Quadrant Private Wealth Management
Pennsylvania
$1.49M -$15.4K -55 -1%
AFG
1838
Arkansas Financial Group
Arkansas
$1.48M
RWA
1839
Redhawk Wealth Advisors
Minnesota
$1.48M +$69.9K +249 +5%
ACM
1840
Ativo Capital Management
Illinois
$1.48M -$1.11M -3,964 -42%
WFI
1841
West Family Investments
California
$1.48M +$117K +418 +8%
GSWM
1842
Golden State Wealth Management
California
$1.47M -$201K -714 -12%
CIA
1843
Compass Ion Advisors
Pennsylvania
$1.47M -$38.5K -137 -2%
CCM
1844
Conway Capital Management
California
$1.46M +$162K +576 +12%
QFA
1845
Quattro Financial Advisors
Texas
$1.46M +$2.81K +10 +0.2%
BST
1846
Bath Savings Trust
Maine
$1.45M +$329K +1,170 +28%
CAG
1847
Csenge Advisory Group
Florida
$1.45M +$295K +1,052 +25%
PCG
1848
Private Capital Group
Connecticut
$1.44M +$270K +960 +22%
KP
1849
Keel Point
Alabama
$1.44M -$356K -1,268 -19%
RPCA
1850
Running Point Capital Advisors
California
$1.44M -$4.49K -16 -0.3%

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.