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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
Brown Advisory
76
Brown Advisory
Maryland
$401M +$33.9M +118,411 +10%
LPL Financial
77
LPL Financial
California
$401M +$21.7M +75,749 +6%
American Century Companies
78
American Century Companies
Missouri
$398M -$35.9M -125,408 -9%
Capital Research Global Investors
79
Capital Research Global Investors
California
$398M +$398K +1,388 +0.1%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$393M +$149M +521,128 +66%
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$393M -$10.8M -37,773 -3%
CCM
82
Check Capital Management
California
$383M +$5.25M +18,321 +1%
SL
83
SWF LLC
Nebraska
$379M
VOYA Investment Management
84
VOYA Investment Management
Georgia
$360M +$19.9M +69,500 +6%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$355M -$6.51M -22,728 -2%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$351M +$10.4M +36,249 +3%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$349M -$11M -38,525 -3%
Fidelity International
88
Fidelity International
Bermuda
$340M -$5.83M -20,343 -2%
Franklin Resources
89
Franklin Resources
California
$321M -$54.6M -190,562 -15%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$319M +$1.32M +4,595 +0.4%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$316M +$303M +1,058,366 New
Capital World Investors
92
Capital World Investors
California
$314M +$6.29M +21,971 +2%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$310M +$27.1M +94,741 +10%
Osaic Holdings
94
Osaic Holdings
Arizona
$302M -$5.4M -18,841 -2%
TC
95
Tetrad Corporation
Nebraska
$299M
AQR Capital Management
96
AQR Capital Management
Connecticut
$294M -$33.5M -117,030 -11%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$293M +$3.83M +13,367 +1%
Rafferty Asset Management
98
Rafferty Asset Management
New York
$290M +$21.8M +76,282 +9%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$289M -$58.8M -205,258 -17%
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$289M -$38.6M -134,824 -12%

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.