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
BCM
901
Brooktree Capital Management
Michigan
$7.75M +$122K +434 +2%
HTC
902
Haverford Trust Company
Pennsylvania
$7.74M -$170K -607 -2%
MPW
903
Monterey Private Wealth
California
$7.74M
WKWM
904
Walter & Keenan Wealth Management
Indiana
$7.72M +$147K +524 +2%
NCM
905
Northside Capital Management
Oregon
$7.7M
ACM
906
AlphaCrest Capital Management
New York
$7.7M -$403K -1,435 -5%
GFP
907
Gryphon Financial Partners
Ohio
$7.7M -$1.28M -4,562 -14%
WAS
908
Winch Advisory Services
Wisconsin
$7.69M +$66.3K +236 +0.8%
XF
909
XML Financial
Maryland
$7.67M +$5.83M +20,766 +284%
BIC
910
Beach Investment Counsel
Pennsylvania
$7.64M -$731K -2,602 -9%
SG Americas Securities
911
SG Americas Securities
New York
$7.64M -$124M -440,751 -94%
MPAM
912
Murphy Pohlad Asset Management
Minnesota
$7.63M -$39.3K -140 -0.5%
HSA
913
HBK Sorce Advisory
Pennsylvania
$7.61M +$67.7K +241 +0.9%
QI
914
QV Investors
Alberta, Canada
$7.58M -$1.49M -5,320 -16%
SFO
915
Stokes Family Office
Louisiana
$7.58M +$11K +39 +0.1%
RCM
916
Regency Capital Management
Hawaii
$7.56M +$985K +3,508 +14%
SFS
917
Searcy Financial Services
Kansas
$7.51M -$32.9K -117 -0.4%
HT
918
Heritage Trust
Oklahoma
$7.48M +$25.3K +90 +0.3%
CNBTD
919
Citizens National Bank Trust Department
Mississippi
$7.47M +$11.2K +40 +0.1%
SRC
920
Stone Run Capital
New York
$7.43M +$101K +360 +1%
GIM
921
Goelzer Investment Management
Indiana
$7.43M -$1.17M -4,169 -13%
YL
922
YCG LLC
Texas
$7.4M -$5.06K -18 -0.1%
FTDI
923
First Trust Direct Indexing
Massachusetts
$7.39M +$1.21M +4,325 +19%
BCM
924
Breiter Capital Management
Florida
$7.36M +$3.29M +11,707 +77%
TGAM
925
TBH Global Asset Management
Tennessee
$7.35M +$136K +485 +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.