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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
WCMN
601
Westchester Capital Management (Nebraska)
Nebraska
$17M +$277K +985 +2%
SF
602
Synovus Financial
Georgia
$17M -$609K -2,167 -3%
CCMD
603
Cypress Capital Management (Delaware)
Delaware
$16.9M
MGIA
604
Moneta Group Investment Advisors
Missouri
$16.9M +$1.79M +6,357 +11%
NB
605
Norinchukin Bank
Japan
$16.9M +$1.19M +4,221 +7%
CAMG
606
CWA Asset Management Group
Florida
$16.9M +$247K +878 +1%
FG
607
Fiduciary Group
Georgia
$16.8M -$133K -473 -0.8%
FCH
608
Freestone Capital Holdings
Washington
$16.8M +$4.42M +15,720 +34%
PGIM
609
Pacific Global Investment Management
California
$16.8M -$169K -601 -1%
NL
610
NWAM LLC
Washington
$16.8M +$830K +2,956 +5%
AWM
611
Absher Wealth Management
North Carolina
$16.7M -$3.32M -11,830 -16%
HPCM
612
Hunter Perkins Capital Management
Illinois
$16.5M -$35.1K -125 -0.2%
CTI
613
Community Trust & Investment
Kentucky
$16.5M +$432K +1,538 +3%
AP
614
Advisor Partners
California
$16.5M -$817K -2,910 -5%
ZIG
615
Zuckerman Investment Group
Illinois
$16.5M -$440K -1,565 -3%
LFG
616
Lazard Frères Gestion
France
$16.4M +$1.12M +4,000 +7%
GCM
617
Gabalex Capital Management
New York
$16.4M
SW
618
SVB Wealth
Massachusetts
$16.4M +$115K +409 +0.7%
NFC
619
Northeast Financial Consultants
Connecticut
$16.3M -$2.39M -8,509 -12%
PTB
620
Pioneer Trust Bank
Oregon
$16.3M +$560K +1,994 +3%
H
621
Hexavest
Quebec, Canada
$16.3M -$2.98M -10,606 -15%
GI
622
GAMCO Investors
Connecticut
$16.2M -$860K -3,061 -5%
WCM
623
Wedge Capital Management
North Carolina
$16.1M +$110K +393 +0.7%
SFA
624
Sequoia Financial Advisors
Ohio
$16.1M -$12.4M -44,269 -43%
OA
625
Oxbow Advisors
Texas
$16M +$15.9M +56,444 +2,510%

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.