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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
CSPAM
2401
Cary Street Partners Asset Management
Virginia
$587K
SI
2402
SimpliFi Inc
California
$587K
KIC
2403
Keating Investment Counselors
Florida
$586K
IF
2404
Insight Folios
North Carolina
$586K +$1.12K +4 +0.2%
CISOA
2405
Capital Investment Services of America
Wisconsin
$580K
VST
2406
Van Strum & Towne
California
$579K -$295K -1,050 -33%
BSSFA
2407
Baron Silver Stevens Financial Advisors
Florida
$578K -$70.2K -250 -11%
ZB
2408
Zions Bancorporation
Utah
$578K +$138K +490 +30%
SEIA
2409
Signature Estate & Investment Advisors
California
$577K +$7.02K +25 +1%
ABTD
2410
Arvest Bank Trust Division
Oklahoma
$577K +$31.7K +113 +6%
WPW
2411
Warther Private Wealth
Ohio
$574K -$1.07M -3,802 -65%
CAL
2412
Capital Advisors Ltd
Ohio
$573K
WAM
2413
Winslow Asset Management
Ohio
$571K +$2.81K +10 +0.5%
HG
2414
Harbor Group
New Hampshire
$568K
FMP
2415
Financial Management Professionals
Texas
$567K +$3.65K +13 +0.6%
AHC
2416
Anderson Hoagland & Co
Missouri
$567K +$128K +456 +28%
APSI
2417
Asset Planning Services Inc
Louisiana
$566K
CWM
2418
Centric Wealth Management
Illinois
$565K +$10.1K +36 +2%
HFBOT
2419
Home Federal Bank of Tennessee
Tennessee
$564K -$216K -770 -27%
BA
2420
Bluesphere Advisors
Pennsylvania
$564K
LIM
2421
Lagoda Investment Management
New York
$564K
MIM
2422
Miller Investment Management
Pennsylvania
$564K +$580K +2,065 New
CCM
2423
Chilton Capital Management
Texas
$563K +$112K +400 +24%
LB
2424
Leo Brokerage
Texas
$562K +$38.5K +137 +7%
AIA
2425
Arbor Investment Advisors
North Carolina
$561K -$1.04M -3,700 -64%

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.