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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
P
1076
Pitcairn
Pennsylvania
$5.41M -$58.7K -209 -1%
AG
1077
AIA Group
Hong Kong
$5.39M +$4.56M +16,233 +462%
IEFM
1078
IQ EQ Fund Management
Ireland
$5.38M
SLA
1079
Silver Lake Advisory
Utah
$5.38M +$15.2K +54 +0.3%
CAM
1080
Cypress Asset Management
Texas
$5.37M +$11.2K +40 +0.2%
PJSIMP
1081
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.36M -$227K -809 -4%
BONH
1082
Bank of New Hampshire
New Hampshire
$5.34M
ETC
1083
Exchange Traded Concepts
Oklahoma
$5.27M +$412K +1,468 +8%
EIP
1084
Ellis Investment Partners
Pennsylvania
$5.27M -$73.9K -263 -1%
DA
1085
Duality Advisers
Florida
$5.26M +$2.42M +8,630 +81%
TF
1086
Tompkins Financial
New York
$5.24M +$5.39M +19,191 New
NB
1087
NBT Bank
New York
$5.23M -$19.7K -70 -0.4%
CI
1088
Conning Inc
Connecticut
$5.22M -$980K -3,490 -15%
POIA
1089
Pin Oak Investment Advisors
Texas
$5.21M -$176K -625 -3%
BCA
1090
Berman Capital Advisors
Georgia
$5.21M +$436K +1,552 +9%
MFW
1091
Meristem Family Wealth
Minnesota
$5.18M +$2.82M +10,035 +112%
SLI
1092
Sumitomo Life Insurance
Japan
$5.17M -$225K -800 -4%
WAP
1093
Wealthcare Advisory Partners
Pennsylvania
$5.15M +$422K +1,504 +9%
LWM
1094
Laidlaw Wealth Management
New York
$5.14M +$25.3K +90 +0.5%
SNBOSCI
1095
Security National Bank of Sioux City Iowa
Iowa
$5.13M +$468K +1,668 +10%
TCOO
1096
Trust Company of Oklahoma
Oklahoma
$5.13M -$219K -778 -4%
HH
1097
Hilltop Holdings
Texas
$5.12M +$771K +2,744 +17%
JSC
1098
Jackson Square Capital
California
$5.11M +$11.2K +40 +0.2%
BSI
1099
Bennett Selby Investments
Maine
$5.11M +$118K +420 +2%
S
1100
Seeyond
France
$5.11M +$3.9M +13,890 +288%

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.