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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
MLICM
301
Metropolitan Life Insurance Company (MetLife)
New York
$59.5M -$3.37M -12,002 -5%
CG
302
Colony Group
Massachusetts
$59M +$2.95M +10,506 +5%
WJWM
303
Williams Jones Wealth Management
New York
$58.3M -$1.02M -3,642 -2%
Zurich Cantonal Bank
304
Zurich Cantonal Bank
Switzerland
$58M -$4.78M -17,031 -7%
SCA
305
STALEY CAPITAL ADVISERS
Pennsylvania
$57.4M +$1.45M +5,165 +3%
MP
306
MSD Partners
New York
$57M +$14.1M +50,338 +32%
CIM
307
Confluence Investment Management
Missouri
$56.7M -$180K -642 -0.3%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$56.7M +$344K +1,226 +0.6%
OWP
309
Obermeyer Wealth Partners
Colorado
$56.2M +$653K +2,324 +1%
SLAM
310
Swiss Life Asset Management
$56.2M -$3.2M -11,389 -5%
ADEF
311
Adams Diversified Equity Fund
Maryland
$55.8M
SCP
312
Seizert Capital Partners
Michigan
$55.8M +$1.18M +4,219 +2%
1832 Asset Management
313
1832 Asset Management
Ontario, Canada
$55.6M +$1.12M +3,979 +2%
DAM
314
Davis Asset Management
California
$55.6M
MAA
315
Mraz Amerine & Associates
California
$55.4M -$993K -3,536 -2%
FCIM
316
Fairview Capital Investment Management
California
$55.4M +$416K +1,482 +0.7%
WIM
317
Wittenberg Investment Management
Massachusetts
$54.1M +$110K +392 +0.2%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$53.3M +$13.5M +47,998 +33%
HCM
319
Howland Capital Management
Massachusetts
$53.2M +$75.8K +270 +0.1%
FFA
320
First Foundation Advisors
California
$53.1M +$1.95M +6,955 +4%
SCI
321
S&CO Inc
Massachusetts
$52.2M -$8.43K -30 -0%
BMO
322
Beck Mack & Oliver
New York
$51.7M -$989K -3,520 -2%
PFO
323
Pathstone Family Office
New Jersey
$51.3M +$5.62K +20 +0%
SIC
324
Salem Investment Counselors
North Carolina
$50.8M +$174K +618 +0.3%
QAM
325
QCI Asset Management
New York
$50.8M +$384K +1,367 +0.7%

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.