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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
CCM
426
Covington Capital Management
California
$31.3M -$306K -1,090 -0.9%
GLLW
427
Graves Light Lenhart Wealth
Virginia
$31.3M +$369K +1,314 +1%
CIA
428
Citadel Investment Advisory
Ohio
$31.3M
WIM
429
Waverton Investment Management
United Kingdom
$31.3M -$4.52M -16,080 -12%
SC
430
Saybrook Capital
North Carolina
$31.2M +$40.7K +145 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
431
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.1M +$3.34M +11,880 +12%
SWM
432
Segment Wealth Management
Texas
$31.1M +$1.26M +4,499 +4%
TCOV
433
Trust Company of Vermont
Vermont
$31M -$173K -617 -0.5%
AGA
434
Altrinsic Global Advisors
Connecticut
$31M -$12.3M -43,762 -28%
IMRF
435
Illinois Municipal Retirement Fund
Illinois
$31M +$21M +74,622 +192%
FT
436
Fiduciary Trust
Massachusetts
$30.8M +$452K +1,608 +1%
BAM
437
Belpointe Asset Management
Nevada
$30.7M +$16.7M +59,387 +112%
BSW
438
Buckingham Strategic Wealth
Missouri
$30.6M -$5.74M -20,443 -15%
KAS
439
Kemnay Advisory Services
New York
$30.5M +$3.42M +12,177 +12%
TNB
440
Thomasville National Bank
Georgia
$30.4M +$741K +2,637 +2%
CAI
441
Capital Advisors Inc
Oklahoma
$30.3M +$3.67M +13,073 +13%
Pacer Advisors
442
Pacer Advisors
Pennsylvania
$30.1M -$1.03M -3,678 -3%
CS
443
Cannell & Spears
New York
$29.9M +$554K +1,971 +2%
ECM
444
Elgethun Capital Management
South Dakota
$29.8M +$66.8K +238 +0.2%
AMCA
445
Arthur M. Cohen & Associates
Illinois
$29.7M -$114K -405 -0.4%
KRS
446
Kentucky Retirement Systems
Kentucky
$29.5M -$609K -2,168 -2%
AWM
447
AE Wealth Management
Kansas
$29.5M -$1.75M -6,245 -5%
GD
448
Grandfield & Dodd
New York
$29.4M +$271K +966 +0.9%
SWA
449
SFMG Wealth Advisors
Texas
$29M -$217K -771 -0.7%
CC
450
Cadinha & Co
Hawaii
$28.9M +$477K +1,697 +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.