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Berkshire Hathaway Class B

3,409 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, 1,195 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: 3,0263,409 (+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: 1,195

0.86% more ownership

Funds ownership: 64.66%65.51% (+0.86%)

Holders
3,409
Holders Change
+383
Holders Change %
+12.66%
% of All Funds
52.46%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.13%
New
504
Increased
1,211
Reduced
1,195
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2476
Rockbridge Investment Management
New York
$775K +$5.16K +18 +0.7%
MNBTD
2477
Moody National Bank Trust Division
Texas
$774K
3F
2478
360 Financial
Minnesota
$774K +$62.4K +218 +9%
FNBTCON
2479
First National Bank & Trust Co of Newtown
Pennsylvania
$773K
CIC
2480
Cutler Investment Counsel
Oregon
$773K +$308K +1,075 +71%
IA
2481
Inspire Advisors
Idaho
$772K -$10.6K -37 -1%
EWP
2482
Engrave Wealth Partners
Texas
$771K
S
2483
Surevest
California
$771K
HWM
2484
Horizon Wealth Management
Illinois
$771K +$739K +2,579 New
EBA
2485
Eagle Bay Advisors
New York
$770K -$502K -1,752 -40%
NJBEST
2486
New Jersey Better Educational Savings Trust
New Jersey
$769K -$163K -570 -18%
LFA
2487
Legend Financial Advisors
Pennsylvania
$767K -$6.87K -24 -0.9%
OHWP
2488
Oak Harbor Wealth Partners
North Carolina
$767K +$734K +2,564 New
ACM
2489
Ategra Capital Management
Virginia
$766K -$24.9K -87 -3%
DP
2490
Denver PWM
Colorado
$764K +$14.6K +51 +2%
BFA
2491
Bill Few Associates
Pennsylvania
$764K +$732K +2,555 New
ATFA
2492
All Terrain Financial Advisors
Minnesota
$763K -$401K -1,400 -35%
KPWG
2493
KFA Private Wealth Group
Virginia
$763K -$25.2K -88 -3%
PSP
2494
Principal Street Partners
Tennessee
$761K +$113K +393 +18%
OPW
2495
Oxler Private Wealth
New York
$760K -$28.6K -100 -4%
BHBT
2496
Burke & Herbert Bank & Trust
Virginia
$760K
PS
2497
Planned Solutions
California
$760K +$728K +2,541 New
PHIMC
2498
Private Harbour Investment Management & Counsel
Ohio
$756K -$28.6K -100 -4%
WTFG
2499
Wells Trecaso Financial Group
Ohio
$756K
SSCA
2500
South Shore Capital Advisors
Massachusetts
$753K +$91.7K +320 +15%

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,409 of the 6,498 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 1,195 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.

  • 3,409 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,026 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.