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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
NPF
401
Norris Perne & French
Michigan
$39.1M +$493K +1,720 +1%
PWC
402
PYA Waltman Capital
Tennessee
$39.1M -$58.7K -205 -0.2%
LI
403
Lafayette Investments
Maryland
$39M -$374K -1,306 -1%
Jane Street
404
Jane Street
New York
$38.8M +$1.91M +6,683 +5%
RCAMU
405
Rothschild & Co Asset Management US
Connecticut
$38.5M -$111K -389 -0.3%
WP
406
WealthPLAN Partners
Nebraska
$38.4M +$563K +1,967 +2%
PTC
407
Philadelphia Trust Company
Pennsylvania
$38.1M -$2.24M -7,835 -6%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$38M -$225K -786 -0.6%
Luther King Capital Management (LKCM)
409
Luther King Capital Management (LKCM)
Texas
$37.6M -$3.45M -12,047 -9%
SFM
410
Stack Financial Management
Montana
$37.6M -$52.1K -182 -0.1%
Mirae Asset Global Investments
411
Mirae Asset Global Investments
South Korea
$37.3M +$9.65M +33,696 +37%
WBC
412
Westpac Banking Corp
Australia
$37M +$22.1M +77,084 +165%
SFA
413
Sequoia Financial Advisors
Ohio
$37M +$18.6M +64,972 +110%
NFGCM
414
Norman Fields Gottscho Capital Management
New York
$36.9M -$891K -3,111 -2%
TAF
415
Tredje AP-fonden
Sweden
$36.5M
BF
416
BOK Financial
Oklahoma
$36.3M +$406K +1,418 +1%
HIC
417
Harvey Investment Company
Kentucky
$36M -$34.4K -120 -0.1%
LWCA
418
Locust Wood Capital Advisers
New York
$35.9M +$10.6M +37,172 +45%
AWM
419
Avior Wealth Management
Nebraska
$35.8M -$17.3M -60,449 -34%
SDWIA
420
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$35.6M +$300K +1,047 +0.9%
WF
421
Welch & Forbes
Massachusetts
$35.4M +$646K +2,254 +2%
GG
422
Gofen & Glossberg
Illinois
$35.4M +$524K +1,830 +2%
RC
423
RegentAtlantic Capital
New Jersey
$35.1M -$2.29K -8 -0%
FRM
424
Foundation Resource Management
Arkansas
$34.7M -$91.7K -320 -0.3%
X
425
Xponance
Pennsylvania
$34.7M -$4.55M -15,882 -12%

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.