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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
JWBC
226
John W. Bristol & Co
New York
$86M -$1.35M -4,821 -2%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$85.8M +$4.57M +16,287 +5%
William Blair & Company
228
William Blair & Company
Illinois
$85.7M +$2.15M +7,665 +3%
WHG
229
Westwood Holdings Group
Texas
$84.2M -$3.64M -12,953 -4%
SL
230
Summitry LLC
California
$83.9M +$1.6M +5,714 +2%
N
231
Natixis
France
$83.5M +$3.05M +10,844 +4%
AI
232
Ariel Investments
Illinois
$82.9M -$20.7M -73,834 -20%
FAF
233
Fjarde Ap-fonden
Sweden
$82.8M -$10.8M -38,600 -11%
MAM
234
Madison Asset Management
Wisconsin
$82.5M -$749K -2,666 -0.9%
M&T Bank
235
M&T Bank
New York
$82.4M -$1.91M -6,790 -2%
Thrivent Financial for Lutherans
236
Thrivent Financial for Lutherans
Minnesota
$81.7M +$14.4M +51,271 +21%
BIM
237
Bridges Investment Management
Nebraska
$81.3M -$5.88M -20,920 -7%
HCM
238
Harspring Capital Management
New York
$81.3M +$12M +42,900 +17%
EWM
239
Evercore Wealth Management
New York
$81.1M -$1.07M -3,813 -1%
CC
240
Cannell & Co
New York
$81M -$800K -2,848 -1%
DMIC
241
Dixon Mitchell Investment Counsel
British Columbia, Canada
$80.6M +$2.11M +7,516 +3%
Nomura Asset Management
242
Nomura Asset Management
Japan
$79.8M +$841K +2,995 +1%
Comerica Bank
243
Comerica Bank
Texas
$79.6M -$21.6M -76,830 -22%
KAS
244
Kestra Advisory Services
Texas
$79.4M -$485K -1,726 -0.6%
FAF
245
Första AP-fonden
Sweden
$79.4M -$1.26M -4,500 -2%
Mariner
246
Mariner
Kansas
$79.4M +$3.11M +11,056 +4%
Voloridge Investment Management
247
Voloridge Investment Management
Florida
$79.2M +$81.5M +290,340 New
BHIA
248
Birch Hill Investment Advisors
Massachusetts
$78.3M -$162K -576 -0.2%
TPSF
249
Texas Permanent School Fund
Texas
$78.2M -$8.01M -28,514 -9%
TBC
250
Tweedy, Browne Co
Connecticut
$78M +$3.43M +12,210 +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.