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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
SW
2501
SkyOak Wealth
Michigan
$752K -$15.5K -54 -2%
MWP
2502
Madison Wealth Partners
Wisconsin
$752K +$5.73K +20 +0.8%
IP
2503
Ignite Planners
California
$752K +$671K +2,343 New
MIM
2504
Marco Investment Management
Georgia
$750K -$2.86K -10 -0.4%
CP
2505
CenterBook Partners
Connecticut
$750K +$718K +2,507 New
CWG
2506
Crown Wealth Group
North Carolina
$750K +$719K +2,510 New
SAM
2507
Strategic Asset Management
Minnesota
$749K
GA
2508
Greenhaven Associates
New York
$748K
CIG
2509
Cairn Investment Group
Washington
$747K
GG
2510
Gleason Group
Kentucky
$747K
DAM
2511
Deltec Asset Management
New York
$747K +$716K +2,500 New
CCP
2512
Clarkston Capital Partners
Michigan
$743K +$4.01K +14 +0.6%
IAG
2513
Investment Advisory Group
Massachusetts
$743K +$666K +2,324 New
CMS
2514
Capital Market Strategies
Florida
$742K +$711K +2,481 New
RCM
2515
RNC Capital Management
California
$739K
SIG
2516
Spinnaker Investment Group
California
$739K +$672K +2,346 New
WF
2517
Warner Financial
Maryland
$735K +$704K +2,458 New
KLCM
2518
KG&L Capital Management
Louisiana
$731K +$48.7K +170 +7%
MWM
2519
Mascoma Wealth Management
New Hampshire
$728K -$11.5K -40 -2%
IA
2520
IAM Advisory
Pennsylvania
$722K -$76.5K -267 -11%
LB
2521
Legacy Bridge
Iowa
$722K -$14.3K -50 -2%
HA
2522
Hofer & Associates
California
$722K +$692K +2,416 New
WFM
2523
Wolff Financial Management
Michigan
$721K +$691K +2,411 New
RAM
2524
Riggs Asset Management
Pennsylvania
$719K -$14.3K -50 -2%
RCM
2525
Radnor Capital Management
Pennsylvania
$718K +$688K +2,401 New

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.