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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
TLFA
3476
True Link Financial Advisors
California
– -$153K -562 Closed
MC
3477
Maverick Capital
Texas
– -$149K -545 Closed
RA
3478
Resolute Advisors
California
– -$132K -484 Closed
JPLA
3479
Joseph P. Lucia & Associates
New York
– -$124K -456 Closed
RIA
3480
RPG Investment Advisory
California
– -$116K -425 Closed
RTL
3481
Red Tortoise LLC
Georgia
– -$100K -374 Closed
SFO
3482
Standard Family Office
South Dakota
– -$82K -300 Closed
IF
3483
Ironwood Financial
Arizona
– -$44K -158 Closed
NWM
3484
Navigation Wealth Management
Colorado
– -$8K -27 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.