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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
CCA
3101
Catalyst Capital Advisors
New York
– -$206K -740 Closed
SPA
3102
Sentinel Pension Advisors
Massachusetts
– -$205K -737 Closed
GIM
3103
Grassi Investment Management
California
– -$202K -726 Closed
AWP
3104
Accretive Wealth Partners
New Jersey
– -$201K -725 Closed
FSC
3105
Full Sail Capital
Oklahoma
– -$201K -722 Closed
FC
3106
Fulcrum Capital
Washington
– -$200K -721 Closed
SA
3107
Shilanski & Associates
Alaska
– -$200K -721 Closed
KFP
3108
KB Financial Partners
New Jersey
– -$189K -679 Closed
SIA
3109
Sit Investment Associates
Minnesota
– -$183K -658 Closed
CP
3110
Cumberland Partners
Ontario, Canada
– -$142K -512 Closed
ACM
3111
Anfield Capital Management
California
– -$121K -435 Closed
M1FG
3112
Mach-1 Financial Group
Arkansas
– -$114K -413 Closed
CCMIC
3113
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$112K -402 Closed
BFA
3114
Brendel Financial Advisors
New Hampshire
– -$89K -321 Closed
BBL
3115
Beck Bode LLC
Massachusetts
– -$88K -317 Closed
MFG
3116
Monumental Financial Group
Maryland
– -$61K -220 Closed
SL
3117
Savior LLC
Massachusetts
– -$56K -200 Closed
WAM
3118
Wolverine Asset Management
Illinois
– -$50K -180 Closed
SWM
3119
Strategic Wealth Management
Washington
– -$13K -47 Closed
PC
3120
Permanens Capital
New York
– -$7K -25 Closed
FPW
3121
Flagship Private Wealth
Massachusetts
– -$5.58K -20 Closed
AIA
3122
Arcadia Investment Advisors
Idaho
– -$2.78K -10 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.