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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$36.3B -$432M -1,538,075 -1%
BlackRock
2
BlackRock
New York
$28.7B -$729M -2,594,729 -2%
State Street
3
State Street
Massachusetts
$20.8B -$629M -2,241,109 -3%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$10.6B -$1.4B -5,000,000 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.11B +$130M +462,914 +2%
Northern Trust
6
Northern Trust
Illinois
$4.85B -$194M -692,069 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.86B -$145M -514,665 -4%
Morgan Stanley
8
Morgan Stanley
New York
$3.29B -$110M -391,420 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.74B -$33.6M -119,557 -1%
Bank of America
10
Bank of America
North Carolina
$2.72B +$141M +501,206 +5%
Charles Schwab
11
Charles Schwab
California
$2.33B -$9.03M -32,164 -0.4%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.31B -$196M -698,858 -8%
Legal & General Group
13
Legal & General Group
United Kingdom
$2.25B +$32M +114,111 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.09B -$28.9K -103 -0%
HHII
15
H&H International Investment
California
$2.05B +$98.3M +350,000 +5%
N
16
Nuveen
North Carolina
$1.88B -$251M -893,505 -11%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.88B -$24.4M -86,710 -1%
Norges Bank
18
Norges Bank
Norway
$1.84B -$189M -672,794 -9%
Flossbach Von Storch
19
Flossbach Von Storch
Germany
$1.81B +$40.6M +144,625 +2%
Barclays
20
Barclays
United Kingdom
$1.75B +$300M +1,066,647 +20%
Goldman Sachs
21
Goldman Sachs
New York
$1.56B +$119M +423,201 +8%
Wells Fargo
22
Wells Fargo
California
$1.54B -$2.76M -9,813 -0.2%
PPA
23
Parametric Portfolio Associates
Washington
$1.48B +$36.6M +130,235 +2%
UBS AM
24
UBS AM
Illinois
$1.39B -$136M -485,503 -9%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.38B +$85.9M +305,715 +6%
1
2 3 4 5

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.