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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
BC
3376
Belmont Capital
California
$30K – – –
BCM
3377
Birch Capital Management
Texas
$30K – – –
RF
3378
Robbins Farley
New Hampshire
$30K – – –
MWA
3379
Miller Wealth Advisors
Colorado
$30K +$28.6K +100 New
BCA
3380
Bray Capital Advisors
Florida
$29K – – –
MS
3381
Mizuho Securities
Japan
$29K +$286 +1 +1%
RA
3382
Rational Advisors
New York
$25K +$13.7K +48 +130%
CP
3383
Castleview Partners
Texas
$23.3K +$2B +6,979,856 New
EIM
3384
Essex Investment Management
Massachusetts
$23K – – –
KA
3385
Kozak & Associates
Colorado
$22K +$9.74K +34 +103%
SCA
3386
Stuart Chaussee & Associates
California
$16K – – –
HNWA
3387
Henrickson Nauta Wealth Advisors
Michigan
$16K +$14.9K +52 New
PVH
3388
Psagot Value Holdings
Israel
$15K – – –
SC
3389
Schubert & Co
Texas
$15K +$14.6K +51 New
MWC
3390
MBM Wealth Consultants
Missouri
$14K – – –
RCM
3391
Ravenstone Capital Management
$13.8K +$2.29K +8 +21%
FGAM
3392
Financial Gravity Asset Management
Texas
$11.9K +$2.95M +10,285 +486%
KC
3393
Kenfarb & Co
Kentucky
$11K +$10.9K +38 New
Schroder Investment Management Group
3394
Schroder Investment Management Group
United Kingdom
$10K -$8.38M -29,243 -7%
SC
3395
Solstein Capital
California
$9K – – –
SC
3396
Sawyer & Company
Massachusetts
$9K +$25.5K +89 +297%
MIFH
3397
Migdal Insurance & Financial Holdings
Israel
$8K – – –
EW
3398
Emerson Wealth
Michigan
$7K – – –
EAM
3399
Eukles Asset Management
Ohio
$7K – – –
BIM
3400
Baldwin Investment Management
Pennsylvania
$5.63K +$38.7K +135 +0.7%
134 135
136
137 138

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.