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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
Handelsbanken Fonder
251
Handelsbanken Fonder
Sweden
$76.9M +$1.53M +5,445 +2%
MSL
252
Mackay Shields LLC
New York
$76.9M -$4.2M -14,955 -5%
PMG
253
Private Management Group
California
$75.3M +$936K +3,334 +1%
UH
254
Unigestion Holding
Switzerland
$75.1M -$4.12M -14,669 -5%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$75M +$3.52M +12,549 +5%
SJL
256
Shayne & Jacobs LLC
Tennessee
$74.9M -$1.63M -5,816 -2%
Allianz Asset Management
257
Allianz Asset Management
Germany
$74.8M +$279K +993 +0.4%
SCM
258
Smead Capital Management
Arizona
$74.5M +$1.46M +5,201 +2%
GLA
259
Great Lakes Advisors
Illinois
$74.4M -$1.21M -4,312 -2%
HPC
260
HM Payson & Co
Maine
$74.2M +$219K +779 +0.3%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$73.8M +$2.12M +7,539 +3%
HP
262
Hosking Partners
United Kingdom
$73.5M -$8.38M -29,835 -10%
URS
263
Utah Retirement Systems
Utah
$73.1M -$3.81M -13,553 -5%
TF
264
TIAA FSB
Florida
$72.2M -$775K -2,758 -1%
OAM
265
Oppenheimer Asset Management
New York
$71.6M +$933K +3,322 +1%
KFC
266
Klingenstein Fields & Co
New York
$71.2M -$1.4M -4,994 -2%
GIBU
267
Gulf International Bank (UK)
United Kingdom
$71.1M -$2.87M -10,213 -4%
RMDI
268
R.M. Davis Inc
Maine
$70.2M +$370K +1,319 +0.5%
TH
269
TCTC Holdings
Texas
$69.7M -$620K -2,206 -0.9%
OC
270
Oppenheimer & Co
New York
$69M +$1.16M +4,147 +2%
DADC
271
D.A. Davidson & Co
Montana
$68.9M +$654K +2,328 +0.9%
PI
272
PGGM Investments
Netherlands
$68.8M +$5.31M +18,900 +8%
PI
273
Putnam Investments
Massachusetts
$68.7M -$13.5M -48,021 -16%
DnB Asset Management
274
DnB Asset Management
Norway
$68.4M +$2.04M +7,276 +3%
TAM
275
Tocqueville Asset Management
New York
$68.3M -$281K -1,000 -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.