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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
EF
976
Empirical Finance
Pennsylvania
$6.6M +$378K +1,346 +6%
CC
977
Codex Capital
New York
$6.58M
BS
978
Banco Santander
Spain
$6.57M -$227K -808 -3%
FI
979
Financial Insights
Washington
$6.57M +$61.2K +218 +0.9%
RIM
980
Redwood Investment Management
Arizona
$6.55M +$1.13M +4,041 +20%
CEI
981
Clark Estates Inc
New York
$6.55M
MPI
982
Mairs & Power Inc
Minnesota
$6.55M -$64.6K -230 -0.9%
IWA
983
Intercontinental Wealth Advisors
Texas
$6.54M +$1.91M +6,807 +40%
FIB
984
First Interstate Bank
Montana
$6.53M +$269K +958 +4%
TFA
985
Trinity Financial Advisors
Ohio
$6.5M -$353K -1,257 -5%
PGAM
986
Princeton Global Asset Management
New Jersey
$6.5M -$55.6K -198 -0.8%
MOS
987
MGO One Seven
Ohio
$6.47M +$80.6K +287 +1%
CL
988
Choreo LLC
Illinois
$6.45M +$41.6K +148 +0.6%
LA
989
LVW Advisors
New York
$6.45M -$53.9K -192 -0.8%
WA
990
Wealth Architects
California
$6.41M -$106K -379 -2%
MBTD
991
Mechanics Bank - Trust Department
California
$6.39M -$696K -2,477 -10%
SYBT
992
Stock Yards Bank & Trust
Kentucky
$6.39M -$35.1K -125 -0.5%
AWA
993
Arete Wealth Advisors
Illinois
$6.36M -$204K -725 -3%
TPCW
994
TD Private Client Wealth
New York
$6.35M +$1.36M +4,846 +26%
CG
995
Cutler Group
California
$6.34M -$421K -1,500 -6%
BFS
996
Bickling Financial Services
Massachusetts
$6.34M -$336K -1,196 -5%
MPM
997
Meritage Portfolio Management
Kansas
$6.32M +$34K +121 +0.5%
FB
998
Fulton Bank
Pennsylvania
$6.31M +$1M +3,566 +18%
BNP Paribas Asset Management
999
BNP Paribas Asset Management
France
$6.28M -$620K -2,208 -9%
SIA
1000
SeaBridge Investment Advisors
New Jersey
$6.26M -$145K -516 -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.