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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
BDWCC
2201
B&D White Capital Company
Texas
$824K +$422K +1,503 +99%
CPWA
2202
Cerro Pacific Wealth Advisors
California
$823K +$1.69K +6 +0.2%
WGA
2203
Weather Gauge Advisory
Virginia
$819K -$28.1K -100 -3%
AWM
2204
Activest Wealth Management
Florida
$819K +$182K +648 +28%
TCA
2205
Taconic Capital Advisors
New York
$819K +$281K +1,000 +50%
CSPIA
2206
Cary Street Partners Investment Advisory
Virginia
$816K -$89.9K -320 -10%
MCWS
2207
McKinley Carter Wealth Services
West Virginia
$815K +$562 +2 +0.1%
JF
2208
Jump Financial
Illinois
$814K -$846K -3,012 -50%
PC
2209
Permit Capital
Pennsylvania
$813K -$167K -596 -17%
TWM
2210
Triton Wealth Management
Arizona
$808K +$5.62K +20 +0.7%
VCM
2211
Virtue Capital Management
Tennessee
$808K +$29.2K +104 +4%
KTA
2212
Keeley-Teton Advisors
Illinois
$807K +$831K +2,958 New
SWM
2213
SeaCrest Wealth Management
New York
$806K +$5.62K +20 +0.7%
DSN
2214
D. Scott Neal
Kentucky
$806K +$75.8K +270 +10%
FB
2215
First Bancorp
Maine
$806K +$830K +2,955 New
BMC
2216
Benin Management Corp
Connecticut
$804K -$112K -400 -12%
CA
2217
Claro Advisors
Massachusetts
$804K +$25.6K +91 +3%
LF
2218
LifeSteps Financial
California
$803K +$5.62K +20 +0.7%
BCA
2219
Biltmore Capital Advisors
New Jersey
$800K +$240K +856 +41%
AWM
2220
Aevitas Wealth Management
Massachusetts
$799K
IFO
2221
Independent Family Office
New York
$799K
BCM
2222
Boltwood Capital Management
California
$798K +$12.6K +45 +2%
DA
2223
Detalus Advisors
Missouri
$795K -$173K -617 -17%
FNB
2224
Farmers National Bank
Kentucky
$794K +$962K +3,425 New
BP
2225
BCK Partners
New York
$794K

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.