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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
IC
2276
Inscription Capital
Texas
$722K -$5.46M -19,441 -88%
MAM
2277
Marquette Asset Management
Minnesota
$722K
AW
2278
Avion Wealth
Texas
$722K +$13.5K +48 +2%
OPW
2279
Oxler Private Wealth
New York
$721K -$5.62K -20 -0.8%
AA
2280
Auxano Advisors
Washington
$720K
KPWG
2281
KFA Private Wealth Group
Virginia
$720K
FP
2282
Financial Perspectives
Minnesota
$720K
PHIMC
2283
Private Harbour Investment Management & Counsel
Ohio
$718K -$77.2K -275 -9%
OPWM
2284
Oakwell Private Wealth Management
Texas
$718K
WA
2285
Winfield Associates
Ohio
$718K
SCI
2286
Stableford Capital II
Arizona
$717K -$34.8K -124 -5%
AWM
2287
Atticus Wealth Management
Florida
$716K -$6.74K -24 -0.9%
IA
2288
Inspire Advisors
Idaho
$715K -$28.1K -100 -4%
CYG
2289
Clean Yield Group
Vermont
$715K +$3.93K +14 +0.5%
CF
2290
Copperwynd Financial
Arizona
$714K +$413K +1,472 +129%
IA
2291
IAM Advisory
Pennsylvania
$711K +$711K +2,530 New
CPW
2292
Catalyst Private Wealth
California
$710K
SAM
2293
Strategic Asset Management
Minnesota
$709K +$704K +2,505 New
CCA
2294
Cadent Capital Advisors
Oklahoma
$708K
LFA
2295
Legend Financial Advisors
Pennsylvania
$707K +$12.4K +44 +2%
MNBTD
2296
Moody National Bank Trust Division
Texas
$707K +$28.1K +100 +4%
FNBTCON
2297
First National Bank & Trust Co of Newtown
Pennsylvania
$706K +$101K +360 +16%
EWP
2298
Engrave Wealth Partners
Texas
$704K
S
2299
Surevest
California
$704K +$15.4K +55 +2%
Aristotle Capital Management
2300
Aristotle Capital Management
California
$703K -$260K -925 -26%

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.