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
EMPI
476
Elo Mutual Pension Insurance
Finland
$29.8M +$2.08M +7,258 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
477
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.7M -$75.6M -264,082 -73%
RFC
478
Regions Financial Corp
Alabama
$29.5M -$1.26M -4,389 -4%
CC
479
Cadinha & Co
Hawaii
$29.5M -$2.04M -7,114 -7%
GJIC
480
Gamble Jones Investment Counsel
California
$29.4M -$601K -2,100 -2%
WPIC
481
White Pine Investment Company
Michigan
$29.3M -$515K -1,797 -2%
PA
482
Pinnacle Associates
New York
$29.2M +$8.81M +30,768 +46%
JWA
483
JFS Wealth Advisors
Pennsylvania
$29.2M -$315K -1,101 -1%
GPCM
484
Greenbrier Partners Capital Management
Texas
$29M
IFS
485
Intelligent Financial Strategies
Minnesota
$29M +$27.8M +96,911 New
WI
486
Wintrust Investments
Illinois
$28.8M +$26.9M +94,059 +2,766%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$28.7M -$102K -355 -0.4%
MGIA
488
Matthew Goff Investment Advisor
Texas
$28.6M -$39K -136 -0.1%
PAS
489
Professional Advisory Services
Florida
$28.6M +$180K +628 +0.7%
Pacer Advisors
490
Pacer Advisors
Pennsylvania
$28.4M -$4.35M -15,203 -14%
CAM
491
Cresset Asset Management
Illinois
$28.4M +$7.91M +27,619 +41%
IMRF
492
Illinois Municipal Retirement Fund
Illinois
$28.4M -$5.3M -18,516 -16%
NPA
493
Nichols & Pratt Advisers
Massachusetts
$28.4M -$60.1K -210 -0.2%
AGA
494
Altrinsic Global Advisors
Connecticut
$28.3M -$5.42M -18,914 -17%
Wealthfront Advisers
495
Wealthfront Advisers
California
$28M +$1.87M +6,516 +7%
SMDAM
496
Sumitomo Mitsui DS Asset Management
Japan
$27.9M +$900K +3,144 +3%
EDRH
497
Edmond de Rothschild Holding
Switzerland
$27.8M +$1.97M +6,887 +8%
TNA
498
True North Advisors
Texas
$27.7M +$41.5K +145 +0.2%
SC
499
Steginsky Capital
New York
$27.7M -$2.31M -8,078 -8%
E
500
Ergoteles
New York
$27.6M -$25.8M -90,102 -49%

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.