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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
SLWA
3451
San Luis Wealth Advisors
California
– -$493K -1,807 Closed
ER
3452
Enlightenment Research
Florida
– -$475K -1,739 Closed
TC
3453
Toews Corporation
New Jersey
– -$409K -1,500 Closed
SAM
3454
Sawgrass Asset Management
Florida
– -$395K -1,448 Closed
AC
3455
Arjuna Capital
North Carolina
– -$383K -1,403 Closed
JEST
3456
JTC Employer Solutions Trustee
Jersey
– -$372K -1,341 Closed
SP
3457
SWS Partners
Ohio
– -$360K -1,320 Closed
WCM
3458
Wealthcare Capital Management
Virginia
– -$356K -1,305 Closed
HI
3459
Human Investing
Oregon
– -$343K -1,256 Closed
DCM
3460
Driehaus Capital Management
Illinois
– -$342K -1,253 Closed
GF
3461
Gries Financial
Ohio
– -$338K -1,238 Closed
NIM
3462
NuWave Investment Management
New Jersey
– -$333K -1,220 Closed
AWM
3463
AAF Wealth Management
Massachusetts
– -$329K -1,205 Closed
FC
3464
FORA Capital
Florida
– -$324K -1,188 Closed
AI
3465
ArchPoint Investors
Florida
– -$303K -1,110 Closed
RFG
3466
Range Financial Group
Oregon
– -$302K -1,106 Closed
SFA
3467
Source Financial Advisors
New York
– -$279K -1,022 Closed
PFA
3468
Plotkin Financial Advisors
Maryland
– -$273K -1,000 Closed
RWMH
3469
Riverpoint Wealth Management Holdings
Illinois
– -$250K -915 Closed
MAM
3470
MMA Asset Management
Pennsylvania
– -$249K -914 Closed
IUHSA
3471
Itau Unibanco Holding S.A.
Brazil
– -$231K -847 Closed
NCG
3472
Newport Capital Group
New Jersey
– -$218K -800 Closed
FFW
3473
Fusion Family Wealth
New York
– -$209K -766 Closed
Tudor Investment Corp
3474
Tudor Investment Corp
Connecticut
– -$207K -758 Closed
VLKIM
3475
Van Lanschot Kempen Investment Management
Netherlands
– -$191K -700 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.