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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
JCM
376
Jacobi Capital Management
Pennsylvania
$44.1M +$684K +2,388 +2%
GIA
377
Guyasuta Investment Advisors
Pennsylvania
$43.7M +$378K +1,320 +0.9%
FNBOO
378
First National Bank of Omaha
Nebraska
$43.2M -$2.04M -7,118 -5%
GT
379
Greenleaf Trust
Michigan
$43M +$563K +1,967 +1%
CAN
380
Cetera Advisor Networks
California
$42.8M -$2.76M -9,633 -6%
BAM
381
Belpointe Asset Management
Nevada
$42.3M +$8.31M +29,002 +26%
AIM
382
Achmea Investment Management
Netherlands
$42.2M +$40.4M +141,033 New
MJRIC
383
Mogy Joel R Investment Counsel
California
$42.1M -$396K -1,383 -1%
MSRPS
384
Maryland State Retirement & Pension System
Maryland
$42.1M -$266K -930 -0.7%
AIS
385
AM Investment Strategies
Tennessee
$42.1M +$2.31M +8,069 +6%
DJSG
386
D.J. St. Germain
Massachusetts
$42M -$1.31M -4,559 -3%
ACM
387
Aquamarine Capital Management
New York
$42M
CCB
388
Cutter & Co Brokerage
Missouri
$42M +$327K +1,140 +0.8%
DC
389
Defender Capital
North Carolina
$41.8M +$554K +1,936 +1%
PCM
390
Parsons Capital Management
Rhode Island
$41.8M -$285K -994 -0.7%
NAM
391
Nissay Asset Management
Japan
$41.7M -$647K -2,260 -2%
ACM
392
Ardent Capital Management
Ohio
$41.5M +$39.8M +138,920 New
BB
393
Busey Bank
Illinois
$41.2M -$860K -3,001 -2%
TRSOTSOK
394
Teachers Retirement System of the State of Kentucky
Kentucky
$40.9M -$2.98M -10,400 -7%
IGGA
395
Iron Gate Global Advisors
Utah
$40.8M +$4.74M +16,550 +14%
AMAL
396
Asset Management Advisors LLC
Oklahoma
$40.5M -$14.3K -50 -0%
HNB
397
Huntington National Bank
Ohio
$39.7M -$2.07M -7,244 -5%
CAI
398
Capital Advisors Inc
Oklahoma
$39.7M +$6.19M +21,598 +19%
LGF
399
LGT Group Foundation
Liechtenstein
$39.6M +$37.9M +132,339 New
RL
400
Ruffer LLP
United Kingdom
$39.5M -$208K -725 -0.6%

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.