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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
LAS
3026
Lloyd Advisory Services
Georgia
$1K – – –
VR
3027
Viridian RIA
Washington
$546 +$2.53K +9 +0.1%
VCWA
3028
Vanguard Capital Wealth Advisors
Colorado
$543 – – –
Walleye Capital
3029
Walleye Capital
New York
$464 +$199K +710 +72%
VAM
3030
Vontobel Asset Management
New York
– -$432M -1,482,460 Closed
MNG
3031
Manning & Napier Group
New York
– -$73.2M -263,239 Closed
GC
3032
Gobi Capital
California
– -$66M -237,660 Closed
Hudson Bay Capital Management
3033
Hudson Bay Capital Management
Connecticut
– -$23.6M -85,000 Closed
PP
3034
Paloma Partners
Connecticut
– -$19M -68,534 Closed
TIM
3035
Tikehau Investment Management
France
– -$18.3M -65,992 Closed
WBG
3036
Wharton Business Group
Pennsylvania
– -$16.5M -59,272 Closed
ACM
3037
Atika Capital Management
New York
– -$13.9M -50,000 Closed
MCM
3038
McKinley Capital Management
Alaska
– -$11M -39,611 Closed
PL
3039
Parkwood LLC
Ohio
– -$9.31M -33,502 Closed
B
3040
BP
United Kingdom
– -$8.39M -30,225 Closed
JWCA
3041
J.W. Cole Advisors
Florida
– -$7.5M -26,989 Closed
Twin Tree Management
3042
Twin Tree Management
Texas
– -$6.89M -24,545 Closed
GAM
3043
Grandview Asset Management
Pennsylvania
– -$6.06M -21,808 Closed
SFG
3044
SageGuard Financial Group
Tennessee
– -$6.06M -21,789 Closed
SFI
3045
Susquehanna Fundamental Investments
Pennsylvania
– -$5.42M -19,500 Closed
WCA
3046
Waratah Capital Advisors
Ontario, Canada
– -$5.32M -19,123 Closed
CC
3047
Centiva Capital
New York
– -$4M -14,407 Closed
ZCM
3048
Ziegler Capital Management
Illinois
– -$3.69M -13,272 Closed
LOAMS
3049
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$3.52M -12,666 Closed
TI
3050
Trexquant Investment
Connecticut
– -$3.06M -11,009 Closed
120 121
122
123 124

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.