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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
SPP
3076
Single Point Partners
Massachusetts
– -$506K -1,819 Closed
WF
3077
Williams Financial
Vermont
– -$462K -1,662 Closed
RBC
3078
Roble Belko & Company
Pennsylvania
– -$460K -1,656 Closed
HFA
3079
High Falls Advisors
New York
– -$410K -1,477 Closed
MAM
3080
Mastrapasqua Asset Management
Tennessee
– -$347K -1,250 Closed
CCA
3081
Conservest Capital Advisors
Pennsylvania
– -$340K -1,225 Closed
XT
3082
XTX Topco
Cayman Islands
– -$328K -1,181 Closed
SSG
3083
Summit Securities Group
New York
– -$327K -1,176 Closed
DFG
3084
Demars Financial Group
Washington
– -$306K -1,100 Closed
FFG
3085
Fullen Financial Group
Ohio
– -$298K -1,073 Closed
MSU
3086
Mizuho Securities USA
New York
– -$282K -1,016 Closed
CPSC
3087
Carl P. Sherr & Co
Massachusetts
– -$266K -958 Closed
MA
3088
Mosaic Advisors
Texas
– -$258K -929 Closed
WCFA
3089
Walkner Condon Financial Advisors
Wisconsin
– -$255K -920 Closed
RQS
3090
Ramsey Quantitative Systems
Kentucky
– -$253K -910 Closed
QTM
3091
qPULA Trading Management
New York
– -$250K -900 Closed
CCP
3092
Cassia Capital Partners
North Carolina
– -$238K -855 Closed
JWM
3093
Jackson Wealth Management
Florida
– -$224K -805 Closed
SWM
3094
Shakespeare Wealth Management
Wisconsin
– -$229K -803 Closed
JAWM
3095
J. Arnold Wealth Management
Ohio
– -$217K -780 Closed
GWAM
3096
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$210K -756 Closed
T
3097
TRUADVICE
Florida
– -$212K -755 Closed
FWM
3098
Foresight Wealth Management
Utah
– -$208K -750 Closed
TIM
3099
Thompson Investment Management
Wisconsin
– -$208K -750 Closed
JPG
3100
Jordan Park Group
California
– -$206K -742 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.