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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$678M -$972K -3,395 -0.1%
First Manhattan
52
First Manhattan
New York
$659M +$4.77M +16,670 +0.8%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$658M -$3.13M -10,937 -0.5%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$640M -$7.92M -27,664 -1%
RJA
55
Raymond James & Associates
Florida
$635M +$36.4M +127,219 +6%
Amundi
56
Amundi
France
$632M +$2.6M +9,075 +0.5%
Toronto Dominion Bank
57
Toronto Dominion Bank
Ontario, Canada
$616M +$269M +940,764 +84%
LCOV
58
London Company of Virginia
Virginia
$589M -$4.78M -16,692 -0.8%
HighTower Advisors
59
HighTower Advisors
Illinois
$569M +$29.2M +101,985 +6%
GRQ
60
Gardner Russo & Quinn
Pennsylvania
$546M -$21.1M -73,766 -4%
Swedbank
61
Swedbank
Sweden
$538M +$43M +150,020 +9%
Citigroup
62
Citigroup
New York
$534M +$85.8M +299,404 +20%
QP
63
Quilter Plc
United Kingdom
$529M -$22.7M -79,269 -4%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$504M -$12M -42,000 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
65
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$497M -$193M -675,016 -29%
National Pension Service
66
National Pension Service
South Korea
$481M -$19.8M -69,214 -4%
APG Asset Management
67
APG Asset Management
Netherlands
$478M -$3.68M -12,844 -0.7%
MG
68
Markel Group
Virginia
$458M
Hotchkis & Wiley Capital Management
69
Hotchkis & Wiley Capital Management
California
$452M -$19.8M -69,034 -4%
DSA
70
Davis Selected Advisers
Arizona
$445M -$8.37M -29,210 -2%
Canada Life
71
Canada Life
Manitoba, Canada
$440M +$31.4M +109,582 +8%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$440M -$253M -884,834 -38%
CS
73
Credit Suisse
Switzerland
$434M -$43M -150,223 -9%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$429M +$76M +265,455 +23%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$423M +$5.45M +19,041 +1%

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.