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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
CB
1876
Cadence Bank
Mississippi
$1.38M -$8.43K -30 -0.6%
LP
1877
LGL Partners
Pennsylvania
$1.38M
GC
1878
Gilbert & Cook
Iowa
$1.37M +$43.5K +155 +3%
WAS
1879
Wealth Advisory Solutions
Indiana
$1.37M -$57.3K -204 -4%
FA
1880
Fiducient Advisors
Illinois
$1.37M
IC
1881
Inverness Counsel
New York
$1.37M -$9.83K -35 -0.7%
AIM
1882
Artemis Investment Management
United Kingdom
$1.36M
HPWM
1883
High Pines Wealth Management
Massachusetts
$1.36M +$462K +1,645 +49%
LJAC
1884
L.J. Altfest & Co
New York
$1.36M -$11K -39 -0.8%
HL
1885
HeadInvest LLC
Maine
$1.36M -$843 -3 -0.1%
LFF
1886
Level Four Financial
Texas
$1.36M +$62.9K +224 +5%
LWP
1887
Lumature Wealth Partners
Georgia
$1.35M +$122K +433 +10%
PCH
1888
PGIM Custom Harvest
New Jersey
$1.35M +$893K +3,180 +41%
HBT
1889
Hills Bank & Trust
Iowa
$1.35M -$25.3K -90 -2%
LC
1890
Lindbrook Capital
California
$1.34M +$5.9K +21 +0.4%
AIM
1891
Acropolis Investment Management
Missouri
$1.34M -$18.3K -65 -1%
CA
1892
Continuum Advisory
Idaho
$1.34M +$16.9K +60 +1%
FNFDCM
1893
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.33M
OPCM
1894
Osborne Partners Capital Management
California
$1.33M +$96.1K +342 +8%
BWM
1895
BCS Wealth Management
Tennessee
$1.33M
SEP
1896
Southland Equity Partners
Missouri
$1.33M +$14K +50 +1%
HCMG
1897
Howard Capital Management Group
California
$1.33M
HR
1898
Hardy Reed
Mississippi
$1.33M +$47.7K +170 +4%
AP
1899
Atwood & Palmer
Missouri
$1.33M +$12.6K +45 +0.9%
CA
1900
Calton & Associates
Florida
$1.32M -$115K -411 -8%

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.