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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
GJCM
501
Grand Jean Capital Management
California
$24.2M +$168K +597 +0.7%
PWP
502
Private Wealth Partners
California
$24M +$32K +114 +0.1%
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$23.9M -$1.01M -3,609 -4%
SAM
504
Silvercrest Asset Management
New York
$23.8M -$1.7M -6,056 -6%
Wealthfront Advisers
505
Wealthfront Advisers
California
$23.8M +$1.61M +5,723 +7%
ACG
506
Allen Capital Group
Nebraska
$23.6M +$112K +399 +0.5%
JIC
507
Johnson Investment Counsel
Ohio
$23.5M -$197K -703 -0.8%
EDRH
508
Edmond de Rothschild Holding
Switzerland
$23.5M -$142K -507 -0.6%
SAM
509
Storebrand Asset Management
Norway
$23.5M +$793K +2,823 +3%
DWM
510
Doyle Wealth Management
Florida
$23.4M -$148K -526 -0.6%
CFA
511
Carroll Financial Associates
North Carolina
$23.4M -$257K -914 -1%
KPWS
512
Kestra Private Wealth Services
Texas
$23.4M +$473K +1,683 +2%
WTC
513
WhitTier Trust Company
Nevada
$23.4M +$425K +1,512 +2%
MCM
514
MAI Capital Management
Ohio
$23.2M +$1.29M +4,602 +6%
Jones Financial Companies
515
Jones Financial Companies
Missouri
$23.2M -$437K -1,557 -2%
BFA
516
Beaumont Financial Advisors
Massachusetts
$23.2M +$24.7K +88 +0.1%
TYCC
517
Texas Yale Capital Corp
Florida
$23.1M -$852K -3,035 -3%
SPIA
518
Steward Partners Investment Advisory
New York
$23M +$165K +588 +0.7%
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$23M -$529K -1,882 -2%
BSA
520
Braun Stacey Associates
New York
$23M -$507K -1,805 -2%
ST
521
Spinnaker Trust
Maine
$22.9M +$734K +2,615 +3%
SI
522
Stephens Inc
Arkansas
$22.8M -$1.06M -3,790 -4%
LWCA
523
Locust Wood Capital Advisers
New York
$22.6M +$663K +2,361 +3%
RC
524
Reik & Co
New York
$22.6M
FDCC
525
Foster Dykema Cabot & Co
Massachusetts
$22.5M -$552K -1,965 -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.