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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
LWAM
2126
Legacy Wealth Asset Management
Minnesota
$903K +$5.34K +19 +0.6%
AWA
2127
Acorn Wealth Advisors
Michigan
$902K -$8.99K -32 -1%
TCM
2128
Tandem Capital Management
New Jersey
$902K +$20.2K +72 +2%
RP
2129
Riverbridge Partners
Minnesota
$901K
BMM
2130
Buffington Mohr McNeal
Idaho
$901K +$10.4K +37 +1%
SIC
2131
Sigma Investment Counselors
Michigan
$899K +$3.09K +11 +0.3%
BONST
2132
Bank of Nova Scotia Trust
Ontario, Canada
$898K -$17.7K -63 -2%
CGFA
2133
Colton Groome Financial Advisors
North Carolina
$898K -$16.9K -60 -2%
CA
2134
CGN Advisors
Kansas
$895K +$11.2K +40 +1%
WIA
2135
World Investment Advisors
California
$894K -$360K -1,281 -28%
ACA
2136
Affinity Capital Advisors
California
$894K -$89.9K -320 -9%
CCM
2137
Crossvault Capital Management
Texas
$894K +$14K +50 +2%
MPCG
2138
Matrix Private Capital Group
New York
$889K +$118K +421 +15%
KBG
2139
Kahn Brothers Group
New York
$887K
RCA
2140
Rex Capital Advisors
Rhode Island
$887K -$421K -1,500 -32%
BRA
2141
Biechele Royce Advisors
Indiana
$887K +$331K +1,179 +57%
DI
2142
DFPG Investments
Utah
$886K +$1.69K +6 +0.2%
RCG
2143
Rock Creek Group
District of Columbia
$885K -$474K -1,687 -34%
IA
2144
IFG Advisors
Missouri
$883K -$56.5K -201 -6%
LGA
2145
Lebenthal Global Advisors
New York
$883K
BWFA
2146
Baltimore-Washington Financial Advisors
Maryland
$882K -$46.1K -164 -5%
FEM
2147
Fulcrum Equity Management
Texas
$882K +$107K +380 +13%
ITIM
2148
Indiana Trust & Investment Management
Indiana
$881K +$27.8K +99 +3%
FCM
2149
Fortis Capital Management
Washington
$881K +$164K +583 +22%
PS
2150
Portfolio Solutions
Michigan
$880K

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.