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Berkshire Hathaway Class B
BRK.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: 463 → 460 (-3)

1% less funds holding

Funds holding: 3,054 → 3,026 (-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

Top Buyers

1
Barclays
Barclays
United Kingdom
+$300M
2
HCM
Himalaya Capital Management
Washington
+$252M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$241M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$223M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$190M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.4B
2
BlackRock
BlackRock
New York
-$729M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$657M
4
State Street
State Street
Massachusetts
-$629M
5
VAM
Vontobel Asset Management
New York
-$432M
Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
201
Brewin Dolphin Wealth Management
Ireland
$100M +$4.32M +15,398 +4%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$99.9M -$95.5K -340 -0.1%
SAA
203
Southeast Asset Advisors
Georgia
$99.5M -$99.4K -354 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$99.2M -$250M -891,843 -71%
BGIM
205
Brandywine Global Investment Management
Pennsylvania
$98.1M +$24.5M +87,315 +32%
WCM
206
Wallace Capital Management
Texas
$98M -$435K -1,549 -0.4%
HHAA
207
Henry H. Armstrong Associates
Pennsylvania
$96.7M -$121K -430 -0.1%
UIM
208
USS Investment Management
United Kingdom
$96.3M +$84.6M +301,296 +585%
LDB
209
Lee, Danner & Bass
Tennessee
$94.9M -$1.12M -3,995 -1%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$94.6M +$3.23M +11,500 +3%
SOMRS
211
State of Michigan Retirement System
Michigan
$94.3M -$3.2M -11,400 -3%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$92.7M +$6.43M +22,908 +7%
Fayez Sarofim & Co
213
Fayez Sarofim & Co
Texas
$92.4M +$1.19M +4,236 +1%
SFG
214
Sather Financial Group
Texas
$91.8M -$625K -2,227 -0.7%
UAM
215
UAS Asset Management
New York
$90.2M -$3.14M -11,197 -3%
HF
216
HRT Financial
New York
$89.8M +$81.4M +289,673 +734%
Capital International Investors
217
Capital International Investors
California
$89.4M -$1.12K -4 -0%
SDIC
218
South Dakota Investment Council
South Dakota
$89.3M +$357K +1,270 +0.4%
Citadel Advisors
219
Citadel Advisors
Florida
$89.2M -$246M -876,732 -73%
RI
220
RWWM Inc
California
$89.1M -$737K -2,623 -0.8%
AWM
221
Arbor Wealth Management
Florida
$89M +$6.65M +23,661 +8%
SSM
222
Sound Shore Management
Connecticut
$88.7M -$411K -1,465 -0.4%
CDH
223
Charles D. Hyman
$88.1M +$1.52M +5,420 +2%
PI
224
PineBridge Investments
New York
$87.8M +$18.9M +67,155 +26%
JFL
225
Jarislowsky, Fraser Ltd
Quebec, Canada
$86.8M -$34.7M -123,562 -28%
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9
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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.