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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
PWAG
2176
Polaris Wealth Advisory Group
California
$854K +$59.3K +211 +8%
SWIG
2177
Strategic Wealth Investment Group
Kentucky
$854K +$179K +637 +26%
Balyasny Asset Management
2178
Balyasny Asset Management
Illinois
$854K +$237K +844 +37%
IWA
2179
Inspirion Wealth Advisors
Illinois
$853K -$21.1K -75 -2%
CA
2180
Commerzbank Aktiengesellschaft
Germany
$853K +$28.1K +100 +3%
HSWM
2181
Hubbell Strickland Wealth Management
Louisiana
$853K +$28.1K +100 +3%
SHGA
2182
Sand Hill Global Advisors
California
$852K -$132K -470 -13%
GSAM
2183
Grant Street Asset Management
Pennsylvania
$851K
PG
2184
Proffitt & Goodson
Tennessee
$851K
AF
2185
Alerus Financial
North Dakota
$848K -$22.2K -79 -2%
FGAM
2186
Financial Gravity Asset Management
Texas
$845K -$685K -2,438 -54%
AF
2187
Apexium Financial
Texas
$844K -$30.1K -107 -3%
GPA
2188
Garrison Point Advisors
California
$843K -$70.2K -250 -7%
SHWM
2189
Silicon Hills Wealth Management
Texas
$843K +$180K +641 +26%
CCM
2190
Campbell Capital Management
Florida
$836K
SFP
2191
Sterling Financial Planning
New Jersey
$834K -$37.4K -133 -4%
WB
2192
Webster Bank
Connecticut
$833K -$2.25K -8 -0.3%
SG
2193
Strid Group
Pennsylvania
$832K +$2.81K +10 +0.3%
HA
2194
Herold Advisors
New York
$832K +$857K +3,050 New
EL
2195
Essex LLC
Illinois
$828K +$852K +3,035 New
GAM
2196
Gould Asset Management
California
$827K -$7.02K -25 -0.8%
FBT
2197
First Bank & Trust
South Dakota
$827K +$14.6K +52 +2%
GDP
2198
Great Diamond Partners
Maine
$827K +$82.3K +293 +11%
FDS
2199
First Dallas Securities
Texas
$826K
9WM
2200
9258 Wealth Management
Ohio
$824K

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.