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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
DA
3426
Duality Advisers
Florida
– -$5.26M -19,267 Closed
VMPIC
3427
Varma Mutual Pension Insurance Co
Finland
– -$3.82M -13,994 Closed
Simplex Trading
3428
Simplex Trading
Illinois
– -$3.43M -11,976 Closed
BOS
3429
Bingham Osborn & Scarborough
California
– -$2.98M -10,929 Closed
ATI
3430
Act Two Investors
California
– -$2.97M -10,870 Closed
BCM
3431
Bayesian Capital Management
New York
– -$2.9M -10,626 Closed
Legacy Financial Group (Iowa)
3432
Legacy Financial Group (Iowa)
Iowa
– -$2.81M -10,301 Closed
GRP
3433
Global Retirement Partners
California
– -$2.51M -9,181 Closed
CM
3434
Capula Management
Cayman Islands
– -$2.33M -8,539 Closed
CTFG
3435
Capstone Triton Financial Group
Oklahoma
– -$2.2M -7,569 Closed
MA
3436
MCF Advisors
Kentucky
– -$1.77M -6,479 Closed
BWA
3437
Burt Wealth Advisors
Maryland
– -$1.65M -6,027 Closed
RPCA
3438
Running Point Capital Advisors
California
– -$1.44M -5,275 Closed
AIM
3439
Artemis Investment Management
United Kingdom
– -$1.36M -5,000 Closed
BBP
3440
Banco BTG Pactual
Brazil
– -$1.2M -4,379 Closed
WCA
3441
Windsor Creek Advisors
Vermont
– -$1.03M -3,765 Closed
BWA
3442
Beam Wealth Advisors
Louisiana
– -$918K -3,365 Closed
OCM
3443
One Capital Management
California
– -$917K -3,363 Closed
DC
3444
DeDora Capital
California
– -$913K -3,346 Closed
GTCM
3445
Gyon Technologies Capital Management
New Jersey
– -$865K -3,171 Closed
SCM
3446
Stevens Capital Management
Pennsylvania
– -$859K -3,147 Closed
MC
3447
Machina Capital
France
– -$655K -2,400 Closed
ICP
3448
Interchange Capital Partners
Pennsylvania
– -$612K -2,244 Closed
MTCM
3449
Mint Tower Capital Management
Netherlands
– -$557K -2,040 Closed
ESCM
3450
Echo Street Capital Management
New York
– -$553K -2,027 Closed
136 137
138
139 140

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.