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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
DZ Bank
526
DZ Bank
Germany
$22.5M +$870K +3,096 +4%
YIA
527
YHB Investment Advisors
Connecticut
$22.5M -$1.99M -7,072 -8%
PC
528
Pecaut & Co
Iowa
$22.3M -$1.69M -6,025 -7%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$22.2M +$628K +2,237 +3%
SSA
530
Schonfeld Strategic Advisors
New York
$22.1M +$14.9M +53,156 +191%
AMI
531
Amica Mutual Insurance
Rhode Island
$22M +$2.12M +7,551 +10%
IC
532
IEQ Capital
California
$22M +$1.24M +4,415 +6%
Daiwa Securities Group
533
Daiwa Securities Group
Japan
$21.8M +$852K +3,032 +4%
BCM
534
Becker Capital Management
Oregon
$21.6M -$239K -850 -1%
BFS
535
Bard Financial Services
Connecticut
$21.5M +$19.7K +70 +0.1%
SC
536
Sierra Capital
Florida
$21.4M +$1.17M +4,175 +6%
RT
537
Rockland Trust
Massachusetts
$21.4M +$3.54M +12,599 +19%
PI
538
PEAK6 Investments
Illinois
$21.4M -$435K -1,550 -2%
Cerity Partners
539
Cerity Partners
New York
$21.2M +$1.41M +5,012 +7%
QC
540
Quadrature Capital
United Kingdom
$21.2M +$7.19M +25,594 +49%
CCA
541
Cobblestone Capital Advisors
New York
$21.1M -$46.3K -165 -0.2%
OMC
542
Overbrook Management Corp
New York
$21.1M -$312K -1,110 -1%
FWM
543
Frontier Wealth Management
Missouri
$20.9M -$65.2K -232 -0.3%
BMSSC
544
B. Metzler seel. Sohn & Co
Germany
$20.8M -$818K -2,912 -4%
GCGDR
545
Geo Capital Gestora de Recursos
Brazil
$20.8M +$71.1K +253 +0.3%
EWA
546
Exencial Wealth Advisors
Oklahoma
$20.5M +$3.39M +12,057 +19%
FSCM
547
Front Street Capital Management
Montana
$20.4M -$235K -838 -1%
TIP
548
Torray Investment Partners
Maryland
$20.4M -$3.91M -13,919 -16%
SNB
549
Security National Bank
Nebraska
$20.3M -$2.7M -9,620 -11%
MIM
550
Meridiem Investment Management
United Kingdom
$20.3M -$3.5M -12,450 -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.