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
VM
626
Venator Management
Pennsylvania
$16M -$475K -1,690 -3%
EP
627
Elkhorn Partners
Nebraska
$16M -$44.9K -160 -0.3%
LDFR
628
Lehman & Derafelo Financial Resources
Pennsylvania
$15.9M -$725K -2,580 -4%
GIA
629
Granite Investment Advisors
New Hampshire
$15.9M -$306K -1,091 -2%
HKAM
630
Horizon Kinetics Asset Management
New York
$15.8M -$767K -2,732 -4%
VI
631
Vestcor Inc
New Brunswick, Canada
$15.8M -$1.14M -4,050 -7%
MWM
632
Madison Wealth Management
Ohio
$15.7M +$200K +713 +1%
GG
633
Greenwood Gearhart
Arkansas
$15.7M +$627K +2,233 +4%
NCM
634
Novare Capital Management
North Carolina
$15.5M -$34K -121 -0.2%
NRS
635
Neville Rodie & Shaw
New York
$15.5M -$106K -379 -0.7%
DOA
636
D'Orazio & Associates
Virginia
$15.5M -$182K -649 -1%
MFAM
637
Motley Fool Asset Management
Virginia
$15.3M -$208K -741 -1%
CAM
638
Carret Asset Management
New York
$15.3M -$279K -994 -2%
CI
639
Cigna Investments
Connecticut
$15.3M -$598K -2,130 -4%
BEAM
640
Baker Ellis Asset Management
Washington
$15.2M -$221K -786 -1%
FWCM
641
Ferguson Wellman Capital Management
Oregon
$15.1M -$199K -710 -1%
SBL
642
Sargent Bickham Lagudis
Colorado
$15.1M -$155K -551 -1%
AWM
643
Altavista Wealth Management
North Carolina
$15.1M -$595K -2,119 -4%
GF
644
Gabelli Funds
New York
$15M
BFIM
645
Beese Fulmer Investment Management
Ohio
$15M -$168K -599 -1%
IA
646
IFP Advisors
Florida
$15M +$1.62M +5,762 +12%
SFS
647
Solitude Financial Services
Virginia
$14.9M +$558K +1,986 +4%
RI
648
Ridgewood Investments
New Jersey
$14.9M -$261K -929 -2%
MCP
649
Mirador Capital Partners
California
$14.8M +$330K +1,174 +2%
Fisher Asset Management
650
Fisher Asset Management
Washington
$14.8M -$1.1M -3,925 -7%

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.