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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
FEG
1851
Financial Enhancement Group
Indiana
$1.44M +$90.4K +322 +7%
WA
1852
Wealth Alliance
New York
$1.44M -$264K -941 -15%
SCM
1853
Schnieders Capital Management
California
$1.43M +$3.93K +14 +0.3%
BOTW
1854
Bank of the West
California
$1.43M -$120K -428 -8%
SOW
1855
State of Wyoming
Wyoming
$1.43M +$224K +796 +18%
P
1856
&Partners
Tennessee
$1.43M +$40.2K +143 +3%
TC
1857
TwinBeech Capital
New York
$1.43M -$7.78M -27,712 -84%
FCM
1858
Firestone Capital Management
Florida
$1.42M
FC
1859
Farley Capital
New York
$1.41M
GGHC
1860
Gilder Gagnon Howe & Co
New York
$1.41M -$281 -1 -0%
RIM
1861
Regent Investment Management
Kentucky
$1.4M -$8.43K -30 -0.6%
CA
1862
Corrado Advisors
New Jersey
$1.4M -$89.6K -319 -8%
TCOT
1863
Trust Company of Toledo
Ohio
$1.4M -$8.71K -31 -0.6%
GCA
1864
Gradient Capital Advisors
California
$1.4M +$9.55K +34 +0.7%
SPC
1865
Stewart & Patten Company
California
$1.39M -$49.2K -175 -3%
LWM
1866
Liberty Wealth Management
California
$1.39M -$41K -146 -3%
ED
1867
Exane Derivatives
France
$1.39M -$18.8K -67 -1%
NQWM
1868
Northwest Quadrant Wealth Management
Oregon
$1.39M -$43K -153 -3%
RHBC
1869
R.H. Bluestein & Co
Michigan
$1.39M +$449K +1,600 +46%
WSC
1870
Wellington Shields & Co
New York
$1.38M +$14.6K +52 +1%
CC
1871
Courier Capital
New York
$1.38M -$242K -861 -15%
AFC
1872
AFT Forsyth & Company
Florida
$1.38M +$44.9K +160 +3%
PAMP
1873
Polar Asset Management Partners
Ontario, Canada
$1.38M +$1.42M +5,059 New
KFS
1874
Kurt F. Somerville
$1.38M -$7.02K -25 -0.5%
UAS
1875
United Asset Strategies
New York
$1.38M +$3.65K +13 +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.