We are live on ! Find out more
BRK.B icon

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
UBG
1901
United Bank (Georgia)
Georgia
$1.32M -$14.3K -51 -1%
RHP
1902
Royal Harbor Partners
Texas
$1.32M -$1.26M -4,499 -48%
PNAA
1903
Pictet North America Advisors
Switzerland
$1.32M +$56.2K +200 +4%
DS
1904
DRW Securities
Illinois
$1.32M -$669K -2,382 -33%
SAG
1905
Spotlight Asset Group
Illinois
$1.32M -$306K -1,090 -18%
CC
1906
Capital Counsel
New York
$1.32M -$225K -800 -14%
MCM
1907
Maple Capital Management
Vermont
$1.32M -$9.83K -35 -0.7%
PSB
1908
Piscataqua Savings Bank
New Hampshire
$1.31M +$5.9K +21 +0.4%
PPW
1909
Parcion Private Wealth
Washington
$1.31M +$46.3K +165 +4%
VFPI
1910
Vantage Financial Partners (Illinois)
Illinois
$1.31M -$105K -375 -7%
AB
1911
Atlas Brown
Kentucky
$1.3M -$1.4K -5 -0.1%
IAS
1912
IMA Advisory Services
Colorado
$1.3M -$104K -370 -7%
WMP
1913
Wealth Management Partners
Arizona
$1.3M +$12.4K +44 +0.9%
AAM
1914
Ascension Asset Management
New York
$1.3M
CFS
1915
Cannon Financial Strategists
Georgia
$1.29M +$793K +2,825 +149%
FPFS
1916
First Personal Financial Services
North Carolina
$1.29M
FMN
1917
Financial Management Network
California
$1.29M +$1.32M +4,710 New
OCM
1918
Orleans Capital Management
Louisiana
$1.28M
WA
1919
Wambolt & Associates
Colorado
$1.28M +$30.3K +108 +2%
IA
1920
Insight Advisors
Pennsylvania
$1.28M -$562 -2 -0%
NL
1921
NVWM LLC
Pennsylvania
$1.28M +$64.9K +231 +5%
SIC
1922
SFE Investment Counsel
California
$1.28M
MFG
1923
Magnus Financial Group
New York
$1.27M -$119K -425 -8%
VCM
1924
Versant Capital Management
Arizona
$1.27M -$5.34K -19 -0.4%
LCM
1925
LVM Capital Management
Michigan
$1.27M +$5.62K +20 +0.4%

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.