We are live on ! Find out more
BRK.B icon

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
MML Investors Services
351
MML Investors Services
Massachusetts
$47.9M +$3.34M +11,648 +8%
TRCT
352
Tower Research Capital (TRC)
New York
$47.6M +$36M +125,617 +373%
KP
353
Kiltearn Partners
United Kingdom
$47.5M -$1.6M -5,600 -3%
Marshall Wace
354
Marshall Wace
United Kingdom
$47.4M +$43.8M +152,850 +2,710%
FCI
355
Financial Counselors Inc
Kansas
$47.3M -$2M -6,971 -4%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$47.2M -$621K -2,169 -1%
MAM
357
Martingale Asset Management
Massachusetts
$47.2M +$10.2M +35,460 +29%
PL
358
Parthenon LLC
Kentucky
$46.9M -$1.79M -6,260 -4%
BTCPP
359
Border to Coast Pensions Partnership
United Kingdom
$46.6M
ACM
360
Argent Capital Management
Missouri
$46.5M -$233K -813 -0.5%
AC
361
Avenir Corporation
Virginia
$46.3M +$279K +974 +0.6%
ICP
362
Ironvine Capital Partners
Nebraska
$46.3M +$585K +2,044 +1%
MA
363
MUFG Americas
New York
$45.6M -$23.5K -82 -0.1%
UB
364
UMB Bank
Missouri
$45.6M +$24.9M +87,043 +133%
LAM
365
Lountzis Asset Management
Pennsylvania
$45.5M +$5.44K +19 +0%
RC
366
Roundview Capital
New Jersey
$45.4M -$74.8K -261 -0.2%
CPIG
367
Chicago Partners Investment Group
Illinois
$45.4M -$72.5K -253 -0.2%
SAM
368
Securian Asset Management
Minnesota
$45.3M -$946K -3,303 -2%
RIG
369
Roosevelt Investment Group
New York
$45.2M -$806K -2,814 -2%
CTC
370
Central Trust Company
Missouri
$45.2M +$117K +410 +0.3%
ADEF
371
Adams Diversified Equity Fund
Maryland
$45.1M -$15.4M -53,800 -26%
OPERF
372
Oregon Public Employees Retirement Fund
Oregon
$44.9M -$63.4M -221,267 -60%
FCMC
373
Founders Capital Management (Connecticut)
Connecticut
$44.8M -$144K -504 -0.3%
DILIC
374
Dai-ichi Life Insurance Company
Japan
$44.7M -$2.44M -8,517 -5%
NIM
375
Northeast Investment Management
Massachusetts
$44.4M -$521K -1,820 -1%

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.