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Berkshire Hathaway Class B
BRK.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: 463 → 460 (-3)

1% less funds holding

Funds holding: 3,054 → 3,026 (-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

Top Buyers

1
Barclays
Barclays
United Kingdom
+$300M
2
HCM
Himalaya Capital Management
Washington
+$252M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$241M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$223M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$190M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.4B
2
BlackRock
BlackRock
New York
-$729M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$657M
4
State Street
State Street
Massachusetts
-$629M
5
VAM
Vontobel Asset Management
New York
-$432M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2951
Orion Capital Management
California
$128K – – –
CIR
2952
Clear Investment Research
Georgia
$126K – – –
JPLA
2953
Joseph P. Lucia & Associates
New York
$124K – – –
CCM
2954
Cutler Capital Management
Massachusetts
$117K – – –
GCM
2955
Gables Capital Management
Florida
$116K – – –
RIA
2956
RPG Investment Advisory
California
$116K – – –
IRC
2957
Investors Research Corp
Georgia
$114K +$28.1K +100 +32%
LTI
2958
Laffer Tengler Investments
Tennessee
$112K +$2.81K +10 +2%
DI
2959
Disciplined Investments
Oklahoma
$109K – – –
HC
2960
Hoese & Co
Minnesota
$109K – – –
SC
2961
Steph & Co
Wisconsin
$106K – – –
AS
2962
Altshuler Shaham
Israel
$105K +$42M +149,517 +19,725%
HWM
2963
Holloway Wealth Management
Florida
$103K – – –
RTL
2964
Red Tortoise LLC
Georgia
$100K +$105K +374 New
HWM
2965
HighMark Wealth Management
Minnesota
$99K -$15.7K -56 -13%
NC
2966
NewSquare Capital
Pennsylvania
$97K +$40.7K +145 +68%
ARIS
2967
Advanced Research Investment Solutions
California
$95.5K – – –
CCMW
2968
Cypress Capital Management (Wyoming)
Wyoming
$93K – – –
WBC
2969
West Branch Capital
Massachusetts
$91K – – –
FMTCOCP
2970
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K – – –
SFO
2971
Standard Family Office
South Dakota
$82K -$749K -2,666 -90%
SWM
2972
Selective Wealth Management
Virginia
$82K +$35.1K +125 +72%
SCM
2973
Silvant Capital Management
Georgia
$77K – – –
IWP
2974
IAG Wealth Partners
Wisconsin
$75K -$2.81K -10 -4%
CWAF
2975
Core Wealth Advisors (Florida)
Florida
$73K -$5.9K -21 -7%
117 118
119
120 121

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.