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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
SFG
201
Sather Financial Group
Texas
$106M +$4.92M +17,188 +5%
UIM
202
USS Investment Management
United Kingdom
$105M
SEI Investments
203
SEI Investments
Pennsylvania
$105M -$11.8M -41,370 -11%
Fayez Sarofim & Co
204
Fayez Sarofim & Co
Texas
$105M +$3.39M +11,842 +3%
HHAA
205
Henry H. Armstrong Associates
Pennsylvania
$104M -$1.47M -5,146 -1%
UAM
206
UAS Asset Management
New York
$104M +$4.68M +16,336 +5%
BC
207
Bartlett & Co
Ohio
$103M -$18.9M -65,951 -16%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$103M -$18.9M -65,951 -16%
LDB
209
Lee, Danner & Bass
Tennessee
$103M -$785K -2,741 -0.8%
Mariner
210
Mariner
Kansas
$103M +$15.4M +53,666 +18%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$102M +$923K +3,221 +0.9%
WCM
212
Wallace Capital Management
Texas
$101M -$6.55M -22,875 -6%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$101M -$8.6M -30,025 -8%
AWM
214
Arbor Wealth Management
Florida
$98.1M +$554K +1,933 +0.6%
SDIC
215
South Dakota Investment Council
South Dakota
$98M +$232K +810 +0.2%
Capital International Investors
216
Capital International Investors
California
$98M -$286 -1 -0%
William Blair & Company
217
William Blair & Company
Illinois
$98M +$3.86M +13,492 +4%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$97.8M +$15M +52,312 +19%
RI
219
RWWM Inc
California
$97.4M -$189K -659 -0.2%
Calamos Advisors
220
Calamos Advisors
Illinois
$97.4M -$16.6M -57,880 -15%
CDH
221
Charles D. Hyman
$97M +$500K +1,747 +0.5%
SOMRS
222
State of Michigan Retirement System
Michigan
$96.7M -$6.39M -22,300 -6%
LSV Asset Management
223
LSV Asset Management
Illinois
$96.3M -$17.7M -61,860 -16%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$94.5M -$8.74M -30,530 -9%
PAG
225
Private Advisor Group
New Jersey
$94.1M -$25.6M -89,224 -22%

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.