We are live on ! Find out more
BRK.B icon

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
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$63.9M +$1.71M +5,986 +3%
CG
302
Colony Group
Massachusetts
$63.8M -$784K -2,737 -1%
BAM
303
Burgundy Asset Management
Ontario, Canada
$63.6M -$6.94M -24,233 -10%
OWP
304
Obermeyer Wealth Partners
Colorado
$63.4M +$1.81M +6,322 +3%
SAIG
305
Semper Augustus Investments Group
Colorado
$63.2M -$1.92M -6,701 -3%
CIM
306
Confluence Investment Management
Missouri
$63.1M +$963K +3,363 +2%
MLICM
307
Metropolitan Life Insurance Company (MetLife)
New York
$62.6M -$2.49M -8,692 -4%
Squarepoint
308
Squarepoint
New York
$62.5M -$3.67M -12,817 -6%
SCA
309
STALEY CAPITAL ADVISERS
Pennsylvania
$61.8M -$1.07M -3,730 -2%
FCIM
310
Fairview Capital Investment Management
California
$61.5M +$798K +2,787 +1%
SCP
311
Seizert Capital Partners
Michigan
$59.9M -$1.14M -3,964 -2%
DAM
312
Davis Asset Management
California
$59.8M
MAA
313
Mraz Amerine & Associates
California
$59.5M -$1.14M -3,975 -2%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$59.2M +$3.66M +12,788 +7%
FFA
315
First Foundation Advisors
California
$58.8M +$646K +2,256 +1%
ICG
316
InterOcean Capital Group
Tennessee
$58.7M +$4.86M +16,959 +9%
HCM
317
Howland Capital Management
Massachusetts
$58.2M -$34.4K -120 -0.1%
First Trust Advisors
318
First Trust Advisors
Illinois
$58M +$8.48M +29,593 +18%
SIG
319
Stonegate Investment Group
Alabama
$57.9M +$55.4M +193,478 New
PFO
320
Pathstone Family Office
New Jersey
$57.8M +$1.51M +5,271 +3%
WIM
321
Wittenberg Investment Management
Massachusetts
$57.7M -$1.49M -5,219 -3%
SCI
322
S&CO Inc
Massachusetts
$57.1M -$64.4K -225 -0.1%
SLAM
323
Swiss Life Asset Management
$57M -$4.32M -15,098 -7%
V
324
Veritable
Delaware
$56M +$1.05M +3,683 +2%
BMO
325
Beck Mack & Oliver
New York
$55.9M -$646K -2,254 -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.