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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
PA
2451
Probity Advisors
Texas
$537K +$65.4K +233 +13%
APW
2452
Austin Private Wealth
Texas
$535K -$24.7K -88 -4%
EB
2453
Eastern Bank
Massachusetts
$534K +$14K +50 +3%
CGH
2454
CMG Global Holdings
Texas
$534K +$126K +450 +30%
CWA
2455
Choice Wealth Advisors
Maine
$533K +$548K +1,952 New
PWM
2456
Prentice Wealth Management
New York
$530K +$1.97K +7 +0.4%
EFL
2457
ERn Financial LLC
Wisconsin
$530K +$82.9K +295 +18%
IWA
2458
IBEX Wealth Advisors
New Jersey
$529K
TF
2459
TimeScale Financial
Massachusetts
$524K
HWM
2460
Hohimer Wealth Management
Washington
$522K
UBV
2461
United Bank (Virginia)
Virginia
$520K -$169K -600 -24%
IAA
2462
Ironsides Asset Advisors
North Carolina
$520K +$135K +480 +34%
EA
2463
Eclectic Associates
California
$519K -$843 -3 -0.2%
BG
2464
Bollard Group
Massachusetts
$519K
GWM
2465
Gitterman Wealth Management
New Jersey
$519K
OWA
2466
One Wealth Advisors
California
$517K +$14.3K +51 +3%
AWAP
2467
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$515K +$281 +1 +0.1%
NAG
2468
Northstar Advisory Group
New Jersey
$514K -$1.1M -3,929 -68%
FBC
2469
Fairfield, Bush & Co
Connecticut
$514K
SPAS
2470
Spectrum Planning & Advisory Services
California
$514K
EWM
2471
Executive Wealth Management
Michigan
$514K +$56.2K +200 +12%
VCG
2472
Vantage Consulting Group
Virginia
$509K +$25.3K +90 +5%
GM
2473
GeoWealth Management
Illinois
$506K -$8.43K -30 -2%
GCC
2474
Game Creek Capital
Massachusetts
$505K -$948K -3,375 -65%
MTC
2475
McDaniel Terry & Co
Texas
$505K -$42.1K -150 -7%

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.