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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
PT
1926
Plimoth Trust
Massachusetts
$1.27M +$105K +373 +9%
HRC
1927
Hoertkorn Richard Charles
$1.27M
RIS
1928
Retirement Income Solutions
Michigan
$1.27M +$14K +50 +1%
RMC
1929
Resources Management Corp
Connecticut
$1.26M -$29.5K -105 -2%
WWMSC
1930
Wagner Wealth Management (South Carolina)
South Carolina
$1.26M +$9.83K +35 +0.8%
GAM
1931
Gemmer Asset Management
California
$1.25M -$18.8K -67 -1%
MAM
1932
McLean Asset Management
Virginia
$1.25M -$8.43K -30 -0.7%
OAM
1933
Occidental Asset Management
California
$1.25M -$12.6K -45 -1%
MMG
1934
Monetary Management Group
Missouri
$1.24M +$14K +50 +1%
PP
1935
Prosperity Planning
Missouri
$1.24M -$562 -2 -0%
AIM
1936
Alhambra Investment Management
Florida
$1.24M
PWSG
1937
Pacific Wealth Strategies Group
California
$1.24M -$5.06K -18 -0.4%
AFS
1938
Axiom Financial Strategies
Indiana
$1.24M
Edgewood Management
1939
Edgewood Management
Connecticut
$1.24M
KMWM
1940
Keudell/Morrison Wealth Management
Oregon
$1.24M +$2.81K +10 +0.2%
LIA
1941
LS Investment Advisors
Michigan
$1.23M
RHJA
1942
Rice Hall James & Associates
California
$1.22M -$56.2K -200 -4%
CSWG
1943
Cardinal Strategic Wealth Guidance
Kentucky
$1.22M -$36.5K -130 -3%
NSAM
1944
North Star Asset Management
Wisconsin
$1.22M +$562 +2 +0%
RWA
1945
River Wealth Advisors
Pennsylvania
$1.22M +$239K +852 +24%
CPA
1946
Capital Planning Advisors
California
$1.22M
GB
1947
Goepper Burkhardt
South Carolina
$1.22M -$28.1K -100 -2%
LJHT
1948
Laurie J. Hall Trustee
$1.22M
WAAG
1949
Wealth Alliance Advisory Group
Kansas
$1.22M +$1.69K +6 +0.1%
FCFC
1950
First Citizens Financial Corp
Iowa
$1.22M +$42.4K +151 +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.