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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
VI
826
Vestcor Inc
New Brunswick, Canada
$10.7M -$6.32M -22,075 -38%
UAM
827
Unison Asset Management
Florida
$10.6M
FHB
828
First Hawaiian Bank
Hawaii
$10.6M +$255K +889 +3%
PAM
829
Private Asset Management
California
$10.6M -$79.6K -278 -0.8%
SAM
830
Summit Asset Management
Tennessee
$10.6M -$192K -671 -2%
M
831
MOTCO
Texas
$10.5M -$75.3K -263 -0.7%
BCM
832
Bridgeway Capital Management
Texas
$10.4M -$630K -2,200 -6%
APA
833
American Portfolios Advisors
New York
$10.4M +$709K +2,474 +8%
PA
834
Parallel Advisors
California
$10.4M +$1.05M +3,657 +12%
WCM
835
WealthBridge Capital Management
Ohio
$10.3M -$278K -972 -3%
FM
836
Family Management
New York
$10.2M +$222K +775 +2%
IPW
837
Inlet Private Wealth
Florida
$10.2M
AAS
838
Ameritas Advisory Services
Nebraska
$10.2M +$9.78M +34,146 New
MC
839
Middleton & Co
Massachusetts
$10.2M -$1.33M -4,634 -12%
Massachusetts Financial Services
840
Massachusetts Financial Services
Massachusetts
$10.2M -$1.77M -6,191 -15%
CFA
841
Cahill Financial Advisors
Minnesota
$10.2M +$200K +699 +2%
HCM
842
Hollencrest Capital Management
California
$10.2M +$28.6K +100 +0.3%
DIM
843
Delta Investment Management
California
$10.1M -$416K -1,452 -4%
RBA
844
Richard Bernstein Advisors
New York
$10.1M +$1.24M +4,318 +15%
RCC
845
Red Cedar Capital
Nebraska
$10.1M +$142K +495 +1%
FPCM
846
Financial Partners Capital Management
New York
$10.1M -$278K -970 -3%
TCM
847
Twin Capital Management
Pennsylvania
$10M -$968K -3,380 -9%
CI Investments Inc
848
CI Investments Inc
Ontario, Canada
$10M -$1.08M -3,771 -10%
RMC
849
Regis Management Company
California
$10M
FFWA
850
FRG Family Wealth Advisors
Washington
$10M -$483K -1,685 -5%

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.