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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
CS
426
Candriam SCA
Luxembourg
$34.6M -$2.69M -9,381 -7%
SWM
427
Segment Wealth Management
Texas
$34.5M +$482K +1,683 +1%
GLLW
428
Graves Light Lenhart Wealth
Virginia
$34.5M +$162K +565 +0.5%
MG
429
Magnolia Group
Nebraska
$34.5M +$33M +115,336 New
SC
430
Saybrook Capital
North Carolina
$34.4M +$208K +725 +0.6%
CBCM
431
Cook & Bynum Capital Management
Alabama
$34.4M
ACM
432
Academy Capital Management
Texas
$34.4M -$179K -626 -0.5%
FT
433
Fiduciary Trust
Massachusetts
$34.3M +$603K +2,105 +2%
LSERS
434
Louisiana State Employees Retirement System
Louisiana
$34.3M -$172K -600 -0.5%
CIA
435
Citadel Investment Advisory
Ohio
$34.2M -$96.8K -338 -0.3%
TCOV
436
Trust Company of Vermont
Vermont
$34.2M +$143K +498 +0.4%
CCM
437
Covington Capital Management
California
$34M -$304K -1,062 -0.9%
SAM
438
Shell Asset Management
Netherlands
$34M -$358K -1,249 -1%
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$33.9M -$2.26M -7,900 -7%
BBA
440
Baader Bank Aktiengesellschaft
Germany
$33.6M +$32.2M +112,477 New
AWM
441
AE Wealth Management
Kansas
$33.5M +$1.19M +4,168 +4%
TNB
442
Thomasville National Bank
Georgia
$33.5M +$223K +778 +0.7%
CFB
443
Cullen/Frost Bankers
Texas
$33.4M -$1.12M -3,897 -3%
ECM
444
Elgethun Capital Management
South Dakota
$33.3M +$361K +1,262 +1%
CS
445
Cannell & Spears
New York
$33.1M +$353K +1,232 +1%
CA
446
Cetera Advisors
Colorado
$33.1M -$1.43M -4,994 -4%
KRS
447
Kentucky Retirement Systems
Kentucky
$33.1M +$673K +2,349 +2%
WTA
448
Washington Trust Advisors
Massachusetts
$32.8M +$31.4M +109,570 New
Connor, Clark & Lunn Investment Management (CC&L)
449
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.7M -$1.27M -4,450 -4%
RG
450
Retirement Group
California
$32.7M +$3M +10,481 +11%

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.