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Berkshire Hathaway Class B

3,410 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, 1,196 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: 460528 (+68)

13% more funds holding

Funds holding: 3,0273,410 (+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: 1,196

0.86% more ownership

Funds ownership: 64.66%65.51% (+0.86%)

Holders
3,410
Holders Change
+383
Holders Change %
+12.65%
% of All Funds
52.47%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.12%
New
504
Increased
1,211
Reduced
1,196
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$55.8M -$2.5M -8,742 -4%
SIC
327
Salem Investment Counselors
North Carolina
$55.7M +$34.9K +122 +0.1%
PI
328
PGGM Investments
Netherlands
$55.6M -$18.9M -65,886 -26%
WT
329
Whittier Trust
California
$55.3M +$2.34M +8,153 +5%
Zurich Cantonal Bank
330
Zurich Cantonal Bank
Switzerland
$54.9M -$8.28M -28,915 -14%
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
$54.8M +$15.6M +54,453 +42%
JIC
332
JRM Investment Counsel
Nebraska
$54.3M +$4.01K +14 +0%
BPA
333
Beacon Pointe Advisors
California
$54.1M +$25.5M +88,921 +97%
CPSAC
334
Chas P. Smith & Associates (CPS)
Florida
$53.4M +$56.1K +196 +0.1%
PP
335
Prospector Partners
Connecticut
$52.3M +$4.02M +14,040 +9%
II
336
IFM Investors
Australia
$52.2M -$693K -2,419 -1%
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51.6M -$824K -2,877 -2%
AIA
338
Avalon Investment & Advisory
Texas
$51.6M -$3.34M -11,662 -6%
EIA
339
Edgemoor Investment Advisors
Maryland
$51.3M -$361K -1,262 -0.7%
CK
340
Cohen Klingenstein
New York
$51M +$1.07M +3,733 +2%
DP
341
DDD Partners
Washington
$50.9M +$884K +3,085 +2%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$50.8M +$48.6M +169,752 New
VDBMI
343
Van Den Berg Management I
Texas
$50.4M -$4.65M -16,246 -9%
BBI
344
Baxter Bros Inc
Connecticut
$50M +$63.3K +221 +0.1%
AP
345
Archon Partners
New Jersey
$49.8M
CA
346
Cornerstone Advisors
North Carolina
$49M
AC
347
Alleghany Corporation
New York
$48.9M +$46.9M +163,650 New
CIC
348
Carnegie Investment Counsel
Ohio
$48.4M +$2.4M +8,364 +5%
HF
349
HRT Financial
New York
$48M -$48.2M -168,448 -51%
ECAM
350
East Coast Asset Management
Massachusetts
$47.9M +$144K +504 +0.3%

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,410 of the 6,499 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 1,196 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.

  • 3,410 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,027 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.