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Berkshire Hathaway Class B

3,410 hedge funds and large institutions have $251B invested in Berkshire Hathaway Class B in 2021 Q4 according to their latest regulatory filings, with 504 funds opening new positions, 1,211 increasing their positions, 1,196 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more first-time investments, than exits

New positions opened: 504 | Existing positions closed: 73

18% more call options, than puts

Call options by funds: $6.22B | Put options by funds: $5.29B

15% more funds holding in top 10

Funds holding in top 10: 460528 (+68)

13% more funds holding

Funds holding: 3,0273,410 (+383)

8% more capital invested

Capital invested by funds: $233B → $251B (+$18.5B)

1% more repeat investments, than reductions

Existing positions increased: 1,211 | Existing positions reduced: 1,196

0.86% more ownership

Funds ownership: 64.66%65.51% (+0.86%)

Holders
3,410
Holders Change
+383
Holders Change %
+12.65%
% of All Funds
52.47%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.12%
New
504
Increased
1,211
Reduced
1,196
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
SSM
226
Sound Shore Management
Connecticut
$94M -$3.04M -10,602 -3%
JWBC
227
John W. Bristol & Co
New York
$93.5M -$726K -2,535 -0.8%
SL
228
Summitry LLC
California
$93.4M +$1.41M +4,915 +2%
Nomura Asset Management
229
Nomura Asset Management
Japan
$93.3M +$5.58M +19,474 +7%
Walleye Trading
230
Walleye Trading
New York
$91.5M +$38.4M +134,043 +78%
N
231
Natixis
France
$91.1M -$401K -1,400 -0.5%
DMIC
232
Dixon Mitchell Investment Counsel
British Columbia, Canada
$90.4M +$1.99M +6,962 +2%
VCM
233
Voleon Capital Management
California
$89.7M +$85.9M +300,000 New
YCM
234
Yousif Capital Management
Michigan
$89.5M +$85.7M +299,379 New
JFL
235
Jarislowsky, Fraser Ltd
Quebec, Canada
$89.2M -$5.65M -19,710 -6%
Lazard Asset Management
236
Lazard Asset Management
New York
$88.9M -$36.4M -126,984 -30%
EWM
237
Evercore Wealth Management
New York
$88.8M -$66.4K -232 -0.1%
KAS
238
Kestra Advisory Services
Texas
$88.3M +$1.3M +4,528 +2%
M&T Bank
239
M&T Bank
New York
$87.5M -$2.64M -9,232 -3%
BIM
240
Bridges Investment Management
Nebraska
$86.9M -$2.1M -7,343 -2%
FAF
241
Fjarde Ap-fonden
Sweden
$86.5M -$4.07M -14,216 -5%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$86.1M +$5.12M +17,862 +7%
CC
243
Cannell & Co
New York
$85.8M -$2.84M -9,907 -3%
HCM
244
Harspring Capital Management
New York
$85.3M -$3.58M -12,500 -4%
BHIA
245
Birch Hill Investment Advisors
Massachusetts
$85M -$719K -2,509 -0.9%
TBC
246
Tweedy, Browne Co
Connecticut
$84M -$1.35M -4,713 -2%
AI
247
Ariel Investments
Illinois
$83.9M -$6.67M -23,295 -8%
Handelsbanken Fonder
248
Handelsbanken Fonder
Sweden
$82.9M -$1.37M -4,779 -2%
SJL
249
Shayne & Jacobs LLC
Tennessee
$82.6M +$546K +1,907 +0.7%
UH
250
Unigestion Holding
Switzerland
$82.3M +$54.7K +191 +0.1%

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,410 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2021, worth a combined $251B — up 7.9% from $233B a quarter earlier.

Buyers outnumbered sellers: 504 funds opened new BRK.B positions and 73 closed out — a net gain of 431 holders — while 1,211 added to existing stakes and 1,196 trimmed.

The largest buyer was California Public Employees Retirement System, adding an estimated $485M. The largest seller was Gates Foundation Trust, cutting an estimated $1.43B.

  • 3,410 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,027 in Q3 2021.
  • Funds reported $251B of Berkshire Hathaway Class B stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 504 funds opened new Berkshire Hathaway Class B positions in Q4 2021 and 73 closed out, a net change of +431 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2021 was California Public Employees Retirement System, an estimated $485M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2021 was Gates Foundation Trust, an estimated $1.43B sold.

Based on aggregated 13F filings for Q4 2021.