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Berkshire Hathaway Class B
BRK.B

3,409 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, 1,195 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: 460 → 528 (+68)

13% more funds holding

Funds holding: 3,026 → 3,409 (+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: 1,195

0.86% more ownership

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

Holders
3,409
Holders Change
+383
Holders Change %
+12.66%
% of All Funds
52.46%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.13%
New
504
Increased
1,211
Reduced
1,195
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M

Top Buyers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$485M
2
State Street
State Street
Massachusetts
+$402M
3
Barclays
Barclays
United Kingdom
+$395M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$269M
5
AT
AMF Tjänstepension
Sweden
+$261M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.43B
2
BlackRock
BlackRock
New York
-$1.16B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$372M
4
Goldman Sachs
Goldman Sachs
New York
-$346M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3276
Concentrum Wealth Management
California
$205K +$196K +684 New
NF
3277
Nikulski Financial
Iowa
$205K +$197K +687 New
PHAM
3278
Palisades Hudson Asset Management
Florida
$204K +$195K +682 New
MI
3279
Moneywise Inc
Virginia
$204K +$196K +683 New
RK
3280
Rather & Kittrell
Tennessee
$204K +$196K +684 New
BA
3281
BCM Advisors
Louisiana
$203K -$200K -700 -52%
GSIS
3282
Global Strategic Investment Solutions
Arizona
$203K +$194K +678 New
FRM
3283
Fox Run Management
Connecticut
$203K +$194K +679 New
IIM
3284
Ironwood Investment Management
Massachusetts
$203K +$195K +680 New
CG
3285
Castellan Group
Kentucky
$202K +$193K +675 New
SEM
3286
Strategic Equity Management
Arizona
$202K +$193K +675 New
KFP
3287
KB Financial Partners
New Jersey
$201K +$192K +672 New
FFG
3288
Fullen Financial Group
Ohio
$201K +$193K +673 New
EA
3289
Evolution Advisers
Virginia
$197K +$190K +662 New
FWC
3290
First Washington Corp
Washington
$194K – – –
MIM
3291
Macroview Investment Management
Maryland
$194K – – –
CP
3292
Cumberland Partners
Ontario, Canada
$193K +$184K +644 New
MUMSS
3293
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$182K +637 New
PA
3294
PSI Advisors
Florida
$189K – – –
HIM
3295
Hillsdale Investment Management
Ontario, Canada
$182K -$18.9K -66 -10%
LD
3296
Lipe & Dalton
New York
$181K – – –
FFA
3297
Freedman Financial Associates
Massachusetts
$170K – – –
SGAM
3298
Smith Group Asset Management
Texas
$168K +$10.6K +37 +7%
ACM
3299
Adalta Capital Management
New York
$165K – – –
HR
3300
Hayden Royal
North Carolina
$165K +$158K +553 New
130 131
132
133 134

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,409 of the 6,498 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 1,195 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.

  • 3,409 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,026 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.