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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
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$67M -$2.41M -8,566 -3%
Wolverine Trading
277
Wolverine Trading
Illinois
$66.7M +$67.6M +240,683 New
SJIC
278
St. James Investment Company
Texas
$66.6M -$6.02M -21,422 -8%
MOACM
279
Mutual of America Capital Management
New York
$66.4M -$1.16M -4,143 -2%
SBH
280
Segall Bryant & Hamill
Illinois
$66.3M +$1.12M +3,990 +2%
BFS
281
Bradley Foster & Sargent
Connecticut
$65.8M +$50.3K +179 +0.1%
CVM
282
Cheviot Value Management
California
$65.4M +$163K +581 +0.2%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$65.3M -$10.7M -37,966 -14%
GT
284
Glenmede Trust
Pennsylvania
$65.3M -$3.64M -12,946 -5%
BAM
285
Burgundy Asset Management
Ontario, Canada
$64.6M -$3.81M -13,576 -5%
PCI
286
Pacifica Capital Investments
Texas
$64.6M +$1.8M +6,410 +3%
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$63.6M -$1.62M -5,757 -2%
HI
288
Hendershot Investments
Virginia
$63.2M +$30.9M +110,102 +91%
KeyBank National Association
289
KeyBank National Association
Ohio
$63.2M -$765K -2,724 -1%
CSIC
290
Clifford Swan Investment Counsel
California
$62.5M -$984K -3,504 -2%
CB
291
Commerce Bank
Missouri
$62.1M +$1.72M +6,122 +3%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$62M -$2.27M -8,087 -3%
Macquarie Group
293
Macquarie Group
Australia
$61.6M -$11.8M -42,069 -16%
NG
294
Northstar Group
New York
$61.4M +$552K +1,967 +0.9%
CAG
295
Crestwood Advisors Group
Massachusetts
$61.3M +$678K +2,415 +1%
Squarepoint
296
Squarepoint
New York
$60.5M -$4.11M -14,641 -6%
MIM
297
Manitou Investment Management
Ontario, Canada
$60.3M +$5.63M +20,062 +10%
ERSOT
298
Employees Retirement System of Texas
Texas
$60.3M +$13.6M +48,480 +28%
ISL
299
Ingalls & Snyder LLC
New York
$59.8M -$1.63M -5,794 -3%
SAIG
300
Semper Augustus Investments Group
Colorado
$59.6M +$3.48M +12,401 +6%

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.