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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
NFGCM
401
Norman Fields Gottscho Capital Management
New York
$34.5M +$43.5K +155 +0.1%
WP
402
WealthPLAN Partners
Nebraska
$34.4M +$66.3K +236 +0.2%
SFM
403
Stack Financial Management
Montana
$34.4M -$251K -894 -0.7%
CS
404
Candriam SCA
Luxembourg
$34.2M +$3.4M +12,092 +11%
EIP
405
Easterly Investment Partners
Massachusetts
$33.8M +$3.97M +14,147 +13%
Jane Street
406
Jane Street
New York
$33.6M +$155K +552 +0.5%
WT
407
Washington Trust
Rhode Island
$33.5M -$325K -1,157 -0.9%
MAM
408
Martingale Asset Management
Massachusetts
$33.4M +$2.45M +8,724 +8%
TAF
409
Tredje AP-fonden
Sweden
$33.3M +$14M +50,000 +69%
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$33.1M -$1.69M -6,000 -5%
HIC
411
Harvey Investment Company
Kentucky
$32.9M -$45.2K -161 -0.1%
BF
412
BOK Financial
Oklahoma
$32.8M +$33.7M +120,074 New
SDWIA
413
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$32.3M +$245K +871 +0.7%
CBCM
414
Cook & Bynum Capital Management
Alabama
$32.2M
RC
415
RegentAtlantic Capital
New Jersey
$32M -$381K -1,357 -1%
NCM
416
New Capital Management
Texas
$32M +$32.1M +114,263 New
FRM
417
Foundation Resource Management
Arkansas
$31.8M +$1.53M +5,464 +5%
GG
418
Gofen & Glossberg
Illinois
$31.8M -$92.7K -330 -0.3%
WF
419
Welch & Forbes
Massachusetts
$31.7M +$1.33M +4,744 +4%
IGGA
420
Iron Gate Global Advisors
Utah
$31.6M +$3.58M +12,760 +12%
CFB
421
Cullen/Frost Bankers
Texas
$31.6M +$1.58M +5,624 +5%
CA
422
Cetera Advisors
Colorado
$31.6M +$5.65M +20,112 +21%
ACM
423
Academy Capital Management
Texas
$31.5M +$232K +826 +0.7%
LSERS
424
Louisiana State Employees Retirement System
Louisiana
$31.5M -$786K -2,800 -2%
SAM
425
Shell Asset Management
Netherlands
$31.3M -$5.46M -19,446 -14%

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.