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
SF
626
Synovus Financial
Georgia
$18.1M -$503K -1,756 -3%
NB
627
Norinchukin Bank
Japan
$18M -$483K -1,686 -3%
AM
628
Account Management
Massachusetts
$18M +$17.2M +60,228 New
Skandinaviska Enskilda Banken (SEB)
629
Skandinaviska Enskilda Banken (SEB)
Sweden
$18M -$155M -539,641 -90%
PTB
630
Pioneer Trust Bank
Oregon
$18M +$116K +405 +0.7%
AIM
631
Allen Investment Management
New York
$17.9M +$2.52M +8,800 +17%
HPCM
632
Hunter Perkins Capital Management
Illinois
$17.9M -$200K -700 -1%
BI
633
Beecher Investors
Connecticut
$17.8M +$17.1M +59,652 New
LFG
634
Lazard Frères Gestion
France
$17.7M -$153K -535 -0.9%
GG
635
Greenwood Gearhart
Arkansas
$17.7M +$493K +1,722 +3%
Qube Research & Technologies (QRT)
636
Qube Research & Technologies (QRT)
United Kingdom
$17.7M -$10.5M -36,618 -38%
BC
637
Burney Company
Virginia
$17.7M -$2.82M -9,834 -14%
SWM
638
Spire Wealth Management
Virginia
$17.6M +$4.72M +16,494 +39%
LDFR
639
Lehman & Derafelo Financial Resources
Pennsylvania
$17.5M +$54.1K +189 +0.3%
VF
640
Virtu Financial
New York
$17.5M +$2.53M +8,848 +18%
WCM
641
Wedge Capital Management
North Carolina
$17.5M -$173K -604 -1%
AWS
642
Arkfeld Wealth Strategies
Nebraska
$17.5M +$780K +2,725 +5%
EP
643
Elkhorn Partners
Nebraska
$17.5M -$50.1K -175 -0.3%
FG
644
Fiduciary Group
Georgia
$17.4M +$136K +474 +0.8%
MFAM
645
Motley Fool Asset Management
Virginia
$17.3M +$485K +1,693 +3%
GI
646
GAMCO Investors
Connecticut
$17.3M -$499K -1,744 -3%
IA
647
IFP Advisors
Florida
$17.2M +$782K +2,731 +5%
NFC
648
Northeast Financial Consultants
Connecticut
$17.1M -$764K -2,668 -4%
MWM
649
Madison Wealth Management
Ohio
$17.1M -$83.1K -290 -0.5%
GU
650
Georgetown University
District of Columbia
$17.1M +$16.4M +57,192 New

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.