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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
AI
2426
AXS Investments
New York
$558K -$4.83M -17,184 -89%
ACP
2427
Arcus Capital Partners
Georgia
$558K -$189K -672 -25%
CBN
2428
Cadence Bank NA
Texas
$558K -$42.1K -150 -7%
WFA
2429
Wellspring Financial Advisors
Ohio
$558K
MTCM
2430
Mint Tower Capital Management
Netherlands
$557K +$573K +2,040 New
MC
2431
Mayar Capital
United Kingdom
$556K
OAJ
2432
Ogorek Anthony Joseph
New York
$556K
CIA
2433
Cascade Investment Advisors
Oregon
$554K +$52K +185 +10%
FVWA
2434
Foster Victor Wealth Advisors
South Carolina
$554K +$204K +728 +56%
ESCM
2435
Echo Street Capital Management
New York
$553K +$262K +933 +85%
EGWAG
2436
Elwood & Goetz Wealth Advisory Group
Georgia
$549K
HAS
2437
HBW Advisory Services
California
$546K +$32.3K +115 +6%
GWM
2438
Greenhouse Wealth Management
Connecticut
$545K
LCM
2439
Leisure Capital Management
California
$545K
WI
2440
WrapManager Inc
California
$543K -$122K -434 -18%
EA
2441
Emerald Advisors
Washington
$543K +$112K +400 +25%
WFO
2442
Wealthgate Family Office
Colorado
$543K +$177K +630 +46%
AFS
2443
Access Financial Services
Minnesota
$541K -$17.7K -63 -3%
AAM
2444
Augustine Asset Management
Florida
$540K +$16.3K +58 +3%
WSCM
2445
Wellington Shields Capital Management
New York
$539K -$114K -406 -17%
AM
2446
Atwater Malick
Pennsylvania
$539K
RAM
2447
Rempart Asset Management
Canada
$539K
EIG
2448
Ellenbecker Investment Group
Wisconsin
$539K +$222K +790 +67%
HIS
2449
Harvest Investment Services
Illinois
$538K -$3.65K -13 -0.7%
CCG
2450
Capital CS Group
California
$538K

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.