We are live on ! Find out more
BRK.B icon

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
MGIA
476
Matthew Goff Investment Advisor
Texas
$26.2M +$200K +713 +0.7%
Qube Research & Technologies (QRT)
477
Qube Research & Technologies (QRT)
United Kingdom
$26.1M +$14.6M +51,936 +119%
PAS
478
Professional Advisory Services
Florida
$25.9M +$757K +2,696 +3%
DCM
479
Dupont Capital Management
Delaware
$25.8M -$11.7M -41,758 -31%
GC
480
Guggenheim Capital
Illinois
$25.5M -$1.95M -6,942 -7%
TNA
481
True North Advisors
Texas
$25.3M +$682K +2,430 +3%
EMPI
482
Elo Mutual Pension Insurance
Finland
$25.2M -$974K -3,468 -4%
BPA
483
Beacon Pointe Advisors
California
$25.1M +$7.87M +28,022 +44%
PSUF
484
People's United Financial
Connecticut
$25M +$826K +2,941 +3%
HCM
485
Hutchinson Capital Management
California
$24.9M +$65.4K +233 +0.3%
Mirae Asset Global Investments
486
Mirae Asset Global Investments
South Korea
$24.8M +$4.55M +16,198 +22%
SRC
487
Shufro Rose & Co
New York
$24.8M -$721K -2,566 -3%
CA
488
CapWealth Advisors
Tennessee
$24.7M +$73.3K +261 +0.3%
ABC
489
Associated Banc-Corp
Wisconsin
$24.7M -$1.85M -6,573 -7%
SEM
490
Suncoast Equity Management
Florida
$24.7M -$2.07M -7,364 -8%
QOP
491
Quinn Opportunity Partners
Virginia
$24.7M +$281K +1,000 +1%
HWA
492
Heritage Wealth Advisors
Virginia
$24.6M +$407K +1,450 +2%
SMDAM
493
Sumitomo Mitsui DS Asset Management
Japan
$24.6M -$955K -3,400 -4%
TSW
494
Thompson Siegel & Walmsley
Virginia
$24.6M -$96.1K -342 -0.4%
MAM
495
Meeder Asset Management
Ohio
$24.5M -$871K -3,102 -3%
GCM
496
GoodHaven Capital Management
New Jersey
$24.5M +$40.7K +145 +0.2%
MA
497
Menlo Advisors
California
$24.5M +$715K +2,545 +3%
AA
498
Ancora Advisors
Ohio
$24.5M +$201K +715 +0.8%
LF
499
Lee Financial
Texas
$24.4M +$338K +1,202 +1%
BTW
500
Boston Trust Walden
Massachusetts
$24.3M -$497K -1,770 -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.