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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
B
2226
Barings
North Carolina
$788K -$179K -638 -18%
FIA
2227
Foundations Investment Advisors
Arizona
$787K +$75.8K +270 +11%
SSA
2228
South Street Advisors
New York
$786K
CIM
2229
Chapman Investment Management
California
$786K +$809K +2,880 New
EA
2230
Elm Advisors
California
$785K +$56.2K +200 +7%
RWB
2231
RMR Wealth Builders
New Jersey
$784K -$225K -800 -22%
CMP
2232
Courage Miller Partners
Virginia
$784K
VAG
2233
VisionPoint Advisory Group
Texas
$784K +$1.12K +4 +0.1%
TFO
2234
Tarbox Family Office
California
$779K -$103K -365 -11%
FNBOMD
2235
First National Bank of Mount Dora
Florida
$776K
TCWM
2236
Total Clarity Wealth Management
Illinois
$776K +$67.1K +239 +9%
TFF
2237
The Family Firm
Maryland
$776K +$442K +1,574 +5%
RHAM
2238
Round Hill Asset Management
California
$775K
HWA
2239
HHM Wealth Advisors
Tennessee
$774K
LWA
2240
Lenox Wealth Advisors
New York
$774K +$144K +511 +22%
TCM
2241
Triumph Capital Management
Colorado
$773K
BMC
2242
Beaton Management Company
Massachusetts
$772K -$7.02K -25 -0.9%
MFGM
2243
Marshall Financial Group (Maryland)
Maryland
$771K -$244K -870 -24%
OHU
2244
Odey Holdings (UK)
United Kingdom
$771K +$344K +1,224 +77%
KWM
2245
Keebeck Wealth Management
Illinois
$770K +$56.2K +200 +8%
JLBC
2246
J.L. Bainbridge & Co
Florida
$764K -$5.62K -20 -0.7%
CRWM
2247
Castle Rock Wealth Management
California
$763K +$18.3K +65 +3%
TLP
2248
Trinity Legacy Partners
Texas
$759K +$50.3K +179 +7%
ECM
2249
Estabrook Capital Management
New York
$758K -$534K -1,900 -41%
DBG
2250
De Burlo Group
Massachusetts
$757K -$19.5M -69,500 -96%

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.