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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
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$50.5M -$7.45M -26,532 -13%
VDBMI
327
Van Den Berg Management I
Texas
$50.5M -$255K -907 -0.5%
AIA
328
Avalon Investment & Advisory
Texas
$50.3M -$1.47M -5,245 -3%
V
329
Veritable
Delaware
$50.1M +$1.36M +4,831 +3%
E
330
Ergoteles
New York
$49.7M -$525K -1,871 -1%
AIMCA
331
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$49.7M +$22M +78,500 +76%
JIC
332
JRM Investment Counsel
Nebraska
$49.5M +$5.28M +18,811 +12%
AWM
333
Avior Wealth Management
Nebraska
$49.2M +$35.6M +126,796 +237%
ICG
334
InterOcean Capital Group
Tennessee
$48.9M -$9.18M -32,698 -15%
CPSAC
335
Chas P. Smith & Associates (CPS)
Florida
$48.7M +$1.16M +4,128 +2%
II
336
IFM Investors
Australia
$48.3M -$593K -2,112 -1%
WT
337
Whittier Trust
California
$48.2M -$124K -440 -0.2%
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.9M -$496K -1,765 -1%
EIA
339
Edgemoor Investment Advisors
Maryland
$47.1M -$9.7M -34,544 -17%
Walleye Trading
340
Walleye Trading
New York
$46.9M +$33.3M +118,656 +223%
BTCPP
341
Border to Coast Pensions Partnership
United Kingdom
$46.4M +$3.37M +12,000 +8%
DP
342
DDD Partners
Washington
$45.6M +$572K +2,037 +1%
CK
343
Cohen Klingenstein
New York
$45.6M -$2.94M -10,453 -6%
BBI
344
Baxter Bros Inc
Connecticut
$45.6M +$2.35M +8,367 +5%
AP
345
Archon Partners
New Jersey
$45.4M
FCI
346
Financial Counselors Inc
Kansas
$45.1M +$679K +2,417 +1%
KP
347
Kiltearn Partners
United Kingdom
$44.9M -$6.32M -22,500 -12%
First Trust Advisors
348
First Trust Advisors
Illinois
$44.9M -$1.3M -4,627 -3%
CA
349
Cornerstone Advisors
North Carolina
$44.8M
PL
350
Parthenon LLC
Kentucky
$44.5M -$87.1K -310 -0.2%

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.