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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
TWA
1976
Tillar-Wenstrup Advisors
Ohio
$1.16M -$30.6K -109 -2%
HIIFS
1977
Harel Insurance Investments & Financial Services
Israel
$1.15M -$1.19M -4,236 -50%
LC
1978
LCNB Corp
Ohio
$1.15M
NSB
1979
Norway Savings Bank
Maine
$1.15M +$135K +482 +13%
SGK
1980
Steigerwald Gordon & Koch
Virginia
$1.15M +$140K +500 +13%
GCM
1981
Gibraltar Capital Management
Oklahoma
$1.15M +$23.9K +85 +2%
KIG
1982
Kowal Investment Group
Wisconsin
$1.14M +$1.69K +6 +0.1%
KFP
1983
KMG Fiduciary Partners
Ohio
$1.14M -$15.4K -55 -1%
GFG
1984
Greystone Financial Group
Michigan
$1.14M -$185K -660 -14%
BCP
1985
Blue Chip Partners
Michigan
$1.13M +$421K +1,500 +57%
LWP
1986
Legacy Wealth Planning
Nevada
$1.13M -$8.99K -32 -0.8%
SLT
1987
St Louis Trust
Missouri
$1.13M
CWP
1988
Curated Wealth Partners
California
$1.13M +$10.4K +37 +0.9%
DSA
1989
Droms Strauss Advisors
Missouri
$1.13M +$16.6K +59 +1%
CAL
1990
Capital Analysts LLC
Pennsylvania
$1.13M -$14.6K -52 -1%
RG
1991
Renaissance Group
Kentucky
$1.12M +$1.15M +4,110 New
BHA
1992
Beech Hill Advisors
New York
$1.12M
BCM
1993
Bourgeon Capital Management
Connecticut
$1.12M -$421K -1,500 -27%
PPP
1994
Private Portfolio Partners
New Jersey
$1.11M +$16K +57 +1%
PFA
1995
Pettinga Financial Advisors
Indiana
$1.11M
EFM
1996
E Fund Management
China
$1.11M +$1.14M +4,074 New
PP
1997
Patten & Patten
Tennessee
$1.11M -$2.53K -9 -0.2%
WI
1998
Wedgewood Investors
Pennsylvania
$1.11M -$7.02K -25 -0.6%
SIM
1999
SSI Investment Management
California
$1.11M
CFA
2000
Capstone Financial Advisors
Illinois
$1.11M

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.