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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
CW
1951
CreativeOne Wealth
Kansas
$1.21M +$38.8K +138 +3%
CCP
1952
Cardan Capital Partners
Colorado
$1.21M -$121K -431 -9%
SCA
1953
Sage Capital Advisors
South Dakota
$1.21M
FFG
1954
Ford Financial Group
California
$1.2M +$143K +510 +13%
WP
1955
WealthShield Partners
North Carolina
$1.2M -$3.51M -12,489 -74%
TP
1956
Tranquility Partners
Tennessee
$1.2M +$64K +228 +5%
FPGK
1957
Financial Partners Group (Kansas)
Kansas
$1.2M +$31.5K +112 +3%
BBP
1958
Banco BTG Pactual
Brazil
$1.2M +$44.4K +158 +4%
CAC
1959
Certified Advisory Corp
Florida
$1.19M
AIA
1960
Angeles Investment Advisors
California
$1.19M +$493K +1,757 +67%
JVBC
1961
J.V. Bruni & Co
Colorado
$1.19M -$53.4K -190 -4%
FFA
1962
Founders Financial Alliance
North Carolina
$1.19M -$58.4K -208 -5%
PGA
1963
Portland Global Advisors
Maine
$1.19M
OCM
1964
Osterweis Capital Management
California
$1.18M
GCAC
1965
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.18M -$33.7K -120 -3%
AT
1966
Arden Trust
Delaware
$1.18M -$90.7K -323 -7%
EBA
1967
Eagle Bay Advisors
New York
$1.18M +$204K +725 +20%
DA
1968
Denali Advisors
California
$1.17M +$562K +2,000 +87%
FLI
1969
Family Legacy Inc
South Carolina
$1.17M
SIM
1970
Sadoff Investment Management
Wisconsin
$1.17M
FNWM
1971
Financial Network Wealth Management
Utah
$1.17M +$5.9K +21 +0.5%
TCM
1972
Tradewinds Capital Management
Washington
$1.17M +$140K +500 +13%
OIA
1973
Optimum Investment Advisors
Illinois
$1.17M -$656K -2,335 -35%
DWMG
1974
DB Wealth Management Group
California
$1.17M -$39.3K -140 -3%
NI
1975
NFC Investments
Tennessee
$1.16M

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.