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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
ACA
2251
Ackerman Capital Advisors
Texas
$755K -$1.4K -5 -0.2%
SIC
2252
Samalin Investment Counsel
New York
$752K +$14.3K +51 +2%
TC
2253
Tacita Capital
Ontario, Canada
$751K -$20.5K -73 -3%
FCA
2254
FinTrust Capital Advisors
South Carolina
$751K -$19.4K -69 -2%
AIA
2255
Allied Investment Advisors
Montana
$751K -$843 -3 -0.1%
PWM
2256
PBMares Wealth Management
Virginia
$749K
BCM
2257
Bienville Capital Management
New York
$748K
CC
2258
Cornerstone Capital
California
$748K
JIP
2259
JBJ Investment Partners
South Carolina
$748K
SAF
2260
Smith Anglin Financial
Texas
$747K -$28.6K -102 -4%
SNT
2261
Security National Trust
West Virginia
$747K
FMI
2262
F/M Investments
District of Columbia
$745K
AWM
2263
Aprio Wealth Management
Georgia
$744K
BWM
2264
Bulltick Wealth Management
Florida
$742K -$347K -1,235 -31%
PP
2265
Patron Partners
Texas
$741K +$2.81K +10 +0.4%
KFI
2266
Key Financial Inc
Pennsylvania
$739K
MAA
2267
Matrix Asset Advisors
New York
$738K
MPIA
2268
Mountain Pacific Investment Advisers
Idaho
$738K
GWA
2269
GGM Wealth Advisors
Maryland
$733K
AWA
2270
Aaron Wealth Advisors
Illinois
$731K +$26.1K +93 +4%
AWM
2271
Accurate Wealth Management
Florida
$728K +$74.1K +264 +11%
CS
2272
Capital Square
Tennessee
$727K -$16.9K -60 -2%
LBD
2273
Landsberg Bennett & Dubbaneh
Florida
$724K -$211K -750 -22%
WMC
2274
Westwood Management Corporation
Illinois
$723K
ACM
2275
Ategra Capital Management
Virginia
$723K -$48.9K -174 -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.