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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
VWA
3051
Visionary Wealth Advisors
Illinois
– -$3.02M -10,883 Closed
CAM
3052
Centre Asset Management
New York
– -$2.96M -10,670 Closed
GI
3053
Glovista Investments
New Jersey
– -$2.86M -10,285 Closed
CA
3054
Capital Advantage
California
– -$2.78M -10,010 Closed
SCC
3055
Steel Canyon Capital
Arizona
– -$2.52M -9,071 Closed
MWA
3056
Marshall Wace Asia
Hong Kong
– -$2.2M -7,919 Closed
TCM
3057
Teza Capital Management
Illinois
– -$2.19M -7,870 Closed
SRAM
3058
Spouting Rock Asset Management
Pennsylvania
– -$2.18M -7,850 Closed
ZIC
3059
ZWJ Investment Counsel
Georgia
– -$1.97M -7,080 Closed
OWP
3060
Old Well Partners
North Carolina
– -$1.82M -6,550 Closed
CBT
3061
Capital Bank & Trust
California
– -$1.8M -6,471 Closed
DF
3062
Donoghue Forlines
Massachusetts
– -$1.73M -6,237 Closed
DTL
3063
Dynamic Technology Lab
Singapore
– -$1.71M -6,138 Closed
GWM
3064
GSB Wealth Management
Connecticut
– -$1.67M -5,996 Closed
LCM
3065
Legato Capital Management
California
– -$1.66M -5,961 Closed
CIG
3066
Consolidated Investment Group
Colorado
– -$1.43M -5,149 Closed
LCM
3067
Laurion Capital Management
New York
– -$1.36M -4,912 Closed
GHA
3068
GW Henssler & Associates
Georgia
– -$1.06M -3,801 Closed
QT
3069
Quantamental Technologies
New York
– -$944K -3,398 Closed
HR
3070
Hayden Royal
North Carolina
– -$820K -2,951 Closed
SIGI
3071
Susquehanna International Group (Ireland)
Ireland
– -$797K -2,866 Closed
LPARFS
3072
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$695K -2,500 Closed
RCM
3073
Radnor Capital Management
Pennsylvania
– -$634K -2,281 Closed
WCM
3074
Weld Capital Management
New York
– -$558K -2,007 Closed
CF
3075
Corrigan Financial
Rhode Island
– -$507K -1,826 Closed
121 122
123
124 125

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.