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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
NC
3326
NewSquare Capital
Pennsylvania
$122K +$14.3K +50 +14%
HC
3327
Hoese & Co
Minnesota
$120K – – –
JRFS
3328
James Reed Financial Services
Ohio
$119K +$115K +400 New
SC
3329
Steph & Co
Wisconsin
$116K – – –
HWM
3330
Holloway Wealth Management
Florida
$113K – – –
HWM
3331
HighMark Wealth Management
Minnesota
$109K – – –
SPA
3332
Shore Point Advisors
New Jersey
$105K +$100K +350 New
ARIS
3333
Advanced Research Investment Solutions
California
$104K – – –
GFPC
3334
Global Financial Private Client
Florida
$103K +$36.7K +128 +60%
CCMW
3335
Cypress Capital Management (Wyoming)
Wyoming
$102K – – –
WBC
3336
West Branch Capital
Massachusetts
$100K – – –
LPP
3337
Life Planning Partners
Florida
$98K +$94.5K +330 New
FMTCOCP
3338
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K – – –
SWM
3339
Selective Wealth Management
Virginia
$89K – – –
SCM
3340
Silvant Capital Management
Georgia
$85K – – –
IWP
3341
IAG Wealth Partners
Wisconsin
$82K – – –
PCH
3342
Polar Capital Holdings
United Kingdom
$80K +$1.08M +3,781 +1%
AS
3343
Altshuler Shaham
Israel
$77K -$43M -150,018 -100%
CP
3344
Corbenic Partners
Pennsylvania
$74K – – –
DWA
3345
Delos Wealth Advisors
Texas
$72K +$28.6K +100 +71%
TAM
3346
Tucker Asset Management
Colorado
$66.9K – – –
TCM
3347
TD Capital Management
Tennessee
$66K +$57.3K +200 +1,000%
CWAF
3348
Core Wealth Advisors (Florida)
Florida
$65K -$14.3K -50 -19%
GCM
3349
Gladius Capital Management
Illinois
$63K +$59.9K +209 New
CIM
3350
Contravisory Investment Management
Massachusetts
$60K – – –
132 133
134
135 136

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.