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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
MIS
176
Morningstar Investment Services
Illinois
$140M -$976K -3,409 -0.7%
SC
177
Scotia Capital
Ontario, Canada
$140M -$2.66M -9,277 -2%
PCA
178
Personal Capital Advisors
California
$139M +$3.71M +12,967 +3%
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$137M +$4.19M +14,638 +3%
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$135M -$6.79M -23,696 -5%
GC
181
Guggenheim Capital
Illinois
$134M +$102M +354,847 +380%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131M +$3.03M +10,575 +2%
UCFA
183
United Capital Financial Advisors
Texas
$130M +$546K +1,908 +0.4%
TAM
184
Timucuan Asset Management
Florida
$127M +$1.86M +6,487 +2%
Aviva
185
Aviva
United Kingdom
$125M -$303K -1,057 -0.3%
BCM
186
Bronte Capital Management
Australia
$124M -$207K -722 -0.2%
MCI
187
McDonald Capital Investors
California
$124M -$2.35M -8,197 -2%
PI
188
PineBridge Investments
New York
$122M +$25M +87,274 +27%
MIM
189
MetLife Investment Management
New Jersey
$120M -$3.63M -12,657 -3%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$117M -$16.6M -57,979 -13%
Voloridge Investment Management
191
Voloridge Investment Management
Florida
$116M +$28.2M +98,477 +34%
SAA
192
Southeast Asset Advisors
Georgia
$113M +$3.75M +13,080 +4%
CB
193
Cooke & Bieler
Pennsylvania
$112M -$1.13M -3,929 -1%
BDWM
194
Brewin Dolphin Wealth Management
Ireland
$111M +$1.13M +3,948 +1%
Nordea Investment Management
195
Nordea Investment Management
Sweden
$111M +$746K +2,605 +0.7%
FMI
196
Factory Mutual Insurance
Massachusetts
$111M -$24.1M -84,038 -18%
GHCMRT
197
Graham Holdings Co Master Retirement Trust
Virginia
$110M +$105M +368,194 New
ASRS
198
Arizona State Retirement System
Arizona
$109M -$1.99M -6,936 -2%
BGIM
199
Brandywine Global Investment Management
Pennsylvania
$108M +$284K +993 +0.3%
KBC Group
200
KBC Group
Belgium
$106M -$34M -118,574 -25%

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.