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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
ARG
2026
Advisory Resource Group
Oklahoma
$1.05M +$4.21K +15 +0.4%
BIA
2027
Biondo Investment Advisors
Pennsylvania
$1.05M
PFC
2028
Phocas Financial Corp
California
$1.04M +$263K +935 +32%
RS
2029
Retirement Solution
Washington
$1.04M +$417K +1,485 +64%
CMO
2030
Covenant Multifamily Offices
Texas
$1.04M +$67.4K +240 +7%
PP
2031
Prudential plc
United Kingdom
$1.04M -$46.9M -167,147 -98%
AO
2032
Advisor OS
Illinois
$1.04M -$16.3K -58 -2%
AIP
2033
Ahrens Investment Partners
Louisiana
$1.04M +$562 +2 +0.1%
WDC
2034
Woodward Diversified Capital
California
$1.04M +$649K +2,311 +155%
CNBT
2035
Cornerstone National Bank & Trust
Illinois
$1.04M +$99.4K +354 +10%
BOM
2036
Bank of Marin
California
$1.03M +$59K +210 +6%
LWP
2037
Laurel Wealth Planning
Minnesota
$1.03M +$368K +1,311 +53%
PCM
2038
Pennsylvania Capital Management
Pennsylvania
$1.03M
CNB
2039
Camden National Bank
Maine
$1.03M +$38.5K +137 +4%
WCA
2040
Windsor Creek Advisors
Vermont
$1.03M
WAOTB
2041
Wealth Advisors of Tampa Bay
Florida
$1.02M
FNBOH
2042
First National Bank of Hutchinson
Kansas
$1.02M +$4.49K +16 +0.4%
JMF
2043
Johnson Midwest Financial
Iowa
$1.02M +$11.5K +41 +1%
CIAS
2044
CFS Investment Advisory Services
New Jersey
$1.02M +$1.05M +3,729 New
TWM
2045
TMD Wealth Management
Arizona
$1.02M +$28.1K +100 +3%
RFN
2046
RDA Financial Network
Iowa
$1.01M -$28.1K -100 -3%
GLA
2047
Good Life Advisors
Pennsylvania
$1.01M +$206K +734 +25%
CCM
2048
Community Capital Management
Florida
$1.01M -$449K -1,600 -30%
AIL
2049
AGF Investments LLC
Ontario, Canada
$1.01M -$36.5K -130 -3%
PWMG
2050
Prestige Wealth Management Group
New Jersey
$1.01M +$5.9K +21 +0.6%

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.