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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
WWM
3301
Wolff Wiese Magana
California
$163K -$5.73K -20 -4%
State Farm Mutual Automobile Insurance
3302
State Farm Mutual Automobile Insurance
Illinois
$161K – – –
ASBI
3303
American State Bank (Iowa)
Iowa
$160K – – –
SIA
3304
Sit Investment Associates
Minnesota
$159K +$153K +533 New
CBT
3305
Central Bank & Trust
Kentucky
$157K – – –
TFA
3306
Toth Financial Advisory
Virginia
$156K +$7.45K +26 +5%
AA
3307
AlphaMark Advisors
Kentucky
$150K – – –
BDS
3308
Banco de Sabadell
Florida
$150K – – –
SAM
3309
Sycomore Asset Management
France
$150K – – –
TI
3310
Truehand Inc
New Hampshire
$150K – – –
BA
3311
Bivin & Associates
Oklahoma
$150K +$143K +500 New
CAC
3312
Core Alternative Capital
Georgia
$148K +$71K +248 +101%
CWM
3313
Cranbrook Wealth Management
Michigan
$145K – – –
VRS
3314
Virginia Retirement Systems
Virginia
$145K -$1.98M -6,900 -1%
OCM
3315
Orion Capital Management
California
$140K – – –
IA
3316
IFS Advisors
Kansas
$140K +$134K +469 New
M1FG
3317
Mach-1 Financial Group
Arkansas
$137K +$132K +460 New
CIR
3318
Clear Investment Research
Georgia
$136K +$286 +1 +0.2%
DI
3319
Disciplined Investments
Oklahoma
$133K +$12.9K +45 +11%
OSNBOA
3320
Old Second National Bank of Aurora
Illinois
$132K -$4.3K -15 -3%
CCM
3321
Cutler Capital Management
Massachusetts
$129K – – –
ACM
3322
Antonetti Capital Management
Florida
$127K -$14.3K -50 -11%
GCM
3323
Gables Capital Management
Florida
$127K – – –
BBPWM
3324
Blue Bell Private Wealth Management
Pennsylvania
$127K +$122K +425 New
IRC
3325
Investors Research Corp
Georgia
$125K – – –
131 132
133
134 135

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.