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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
VBFP
2351
Valtinson Bruner Financial Planning
Minnesota
$642K +$71.9K +256 +13%
BHWA
2352
Beacon Harbor Wealth Advisors
Virginia
$641K -$213K -758 -24%
BIA
2353
Bigelow Investment Advisors
Maine
$641K -$46.9K -167 -7%
VFP
2354
Verus Financial Partners
Virginia
$636K -$28.9K -103 -4%
HCM
2355
HMS Capital Management
Tennessee
$636K
LC
2356
Landaas & Company
Wisconsin
$636K
MCM
2357
Monument Capital Management
Virginia
$636K +$403K +1,434 +160%
CCM
2358
Colorado Capital Management
Colorado
$635K -$33.4K -119 -5%
LFS
2359
Lutz Financial Services
Nebraska
$633K -$33.7K -120 -5%
EW
2360
Element Wealth
Mississippi
$632K -$1.97K -7 -0.3%
NCM
2361
Northwest Capital Management
Oregon
$632K +$2.81K +10 +0.5%
HGWM
2362
Horst & Graben Wealth Management
Oregon
$630K
WJA
2363
Willis Johnson & Associates
Texas
$629K -$281K -1,002 -30%
CFD
2364
Creative Financial Designs
Indiana
$629K +$4.49K +16 +0.7%
WI
2365
Wintrust Investments
Illinois
$627K -$32.9M -117,024 -97%
CASB
2366
Cape Ann Savings Bank
Massachusetts
$626K -$157K -560 -20%
SRC
2367
Sage Rhino Capital
California
$626K +$28.6K +102 +5%
CCM
2368
Crew Capital Management
Ohio
$625K
DWM
2369
Darwin Wealth Management
Florida
$624K -$27.2K -97 -4%
NED
2370
Nancy E. Dempze
$624K
AssetMark Inc
2371
AssetMark Inc
California
$623K -$7.91M -28,180 -93%
KLCM
2372
KG&L Capital Management
Louisiana
$621K +$3.65K +13 +0.6%
SICM
2373
Sustainable Insight Capital Management
New York
$621K +$16K +57 +3%
SH
2374
Svenska Handelsbanken
Sweden
$620K +$638K +2,270 New
CAG
2375
Compass Advisory Group
New York
$619K +$2.53K +9 +0.4%

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.