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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
RIM
2301
Rockbridge Investment Management
New York
$703K -$5.06K -18 -0.7%
SW
2302
SkyOak Wealth
Michigan
$701K
RWA
2303
RGT Wealth Advisors
Texas
$697K -$56.2K -200 -7%
SIS
2304
Sound Income Strategies
Florida
$694K -$562 -2 -0.1%
BHBT
2305
Burke & Herbert Bank & Trust
Virginia
$694K
HCM
2306
Hengehold Capital Management
Ohio
$691K -$12.1K -43 -2%
WTFG
2307
Wells Trecaso Financial Group
Ohio
$691K +$14K +50 +2%
APSP
2308
Asset Planning Services (Pennsylvania)
Pennsylvania
$687K -$52.5K -187 -7%
MIM
2309
Marco Investment Management
Georgia
$687K +$36.5K +130 +5%
GA
2310
Greenhaven Associates
New York
$683K -$6.6M -23,490 -90%
GG
2311
Gleason Group
Kentucky
$682K
CIG
2312
Cairn Investment Group
Washington
$681K
DP
2313
Denver PWM
Colorado
$681K +$3.09K +11 +0.4%
MWP
2314
Madison Wealth Partners
Wisconsin
$681K +$5.06K +18 +0.7%
ALAM
2315
Asahi Life Asset Management
Japan
$678K -$236K -840 -25%
SFWC
2316
Strategic Family Wealth Counselors
New Jersey
$678K
GG
2317
Golden Green
South Carolina
$678K +$392K +1,394 +128%
MWM
2318
Mascoma Wealth Management
New Hampshire
$676K
RCM
2319
RNC Capital Management
California
$675K
CCP
2320
Clarkston Capital Partners
Michigan
$675K +$78.9K +281 +13%
LB
2321
Legacy Bridge
Iowa
$673K
CT
2322
Clearstead Trust
Maine
$672K -$96.9K -345 -12%
EFG
2323
Everhart Financial Group
Ohio
$671K +$46.9K +167 +7%
LAM
2324
L2 Asset Management
Massachusetts
$670K -$2.13M -7,585 -76%
RAM
2325
Riggs Asset Management
Pennsylvania
$670K

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.