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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
BFS
276
Bradley Foster & Sargent
Connecticut
$72.6M +$484K +1,689 +0.7%
PI
277
Putnam Investments
Massachusetts
$72.6M -$2.52M -8,788 -3%
MOACM
278
Mutual of America Capital Management
New York
$72.3M -$414K -1,447 -0.6%
HI
279
Hendershot Investments
Virginia
$71.9M +$2.54M +8,855 +4%
Thrivent Financial for Lutherans
280
Thrivent Financial for Lutherans
Minnesota
$71.8M -$16.7M -58,479 -20%
IG
281
ING Group
Netherlands
$71.7M +$23.9M +83,403 +53%
Millennium Management
282
Millennium Management
New York
$71.5M -$127M -444,936 -65%
CVM
283
Cheviot Value Management
California
$71M -$632K -2,208 -0.9%
GT
284
Glenmede Trust
Pennsylvania
$70.7M -$808K -2,820 -1%
PCI
285
Pacifica Capital Investments
Texas
$70.7M -$63.9K -223 -0.1%
MIM
286
Manitou Investment Management
Ontario, Canada
$70.1M +$3.86M +13,493 +6%
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$69.3M -$353K -1,233 -0.5%
KeyBank National Association
288
KeyBank National Association
Ohio
$69.1M -$161K -561 -0.2%
SJIC
289
St. James Investment Company
Texas
$68M -$4.7M -16,416 -7%
NG
290
Northstar Group
New York
$67.6M +$335K +1,170 +0.5%
Public Employees Retirement Association of Colorado
291
Public Employees Retirement Association of Colorado
Colorado
$67M -$878K -3,065 -1%
CB
292
Commerce Bank
Missouri
$66.9M -$1.03M -3,605 -2%
AIMCA
293
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$66.8M +$11.8M +41,358 +23%
MP
294
MSD Partners
New York
$66.3M +$3.67M +12,805 +6%
ERSOT
295
Employees Retirement System of Texas
Texas
$66M
WJWM
296
Williams Jones Wealth Management
New York
$65.9M +$1.87M +6,519 +3%
CSIC
297
Clifford Swan Investment Counsel
California
$64.9M -$381K -1,332 -0.6%
CAG
298
Crestwood Advisors Group
Massachusetts
$64.8M -$2.17M -7,574 -3%
GIBU
299
Gulf International Bank (UK)
United Kingdom
$64.4M -$13M -45,258 -17%
ISL
300
Ingalls & Snyder LLC
New York
$64.2M -$1.18M -4,131 -2%

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.