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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
SWIG
2526
Strategic Wealth Investment Group
Kentucky
$717K -$209K -728 -23%
HFM
2527
Harvest Fund Management
China
$717K +$439K +1,532 +178%
OAM
2528
Oak Asset Management
California
$716K +$28.4K +99 +4%
PL
2529
Pluribus Labs
California
$716K +$685K +2,393 New
HIG
2530
Heritage Investment Group
Florida
$716K +$686K +2,395 New
OLA
2531
Oliver Luxxe Assets
New Jersey
$715K
VIM
2532
Vista Investment Management
Pennsylvania
$715K +$4.01K +14 +0.6%
AWM
2533
Accurate Wealth Management
Florida
$714K -$48.4K -169 -6%
OCPWS
2534
One Charles Private Wealth Services
Massachusetts
$714K
BP
2535
Broadleaf Partners
Ohio
$713K
PW
2536
Peninsula Wealth
California
$713K +$683K +2,384 New
MCC
2537
Money Concepts Capital
Florida
$712K +$682K +2,382 New
SC
2538
Schoolcraft Capital
Colorado
$710K
CT
2539
Clearstead Trust
Maine
$707K -$27.8K -97 -4%
PAM
2540
Palisade Asset Management
Minnesota
$707K
AWM
2541
Activest Wealth Management
Florida
$704K -$186K -648 -22%
TIM
2542
Triad Investment Management
California
$704K +$674K +2,355 New
WP
2543
Wealthspan Partners
Iowa
$703K +$673K +2,351 New
DSC
2544
Duncker Streett & Co
Missouri
$702K -$8.59K -30 -1%
KM
2545
Kalos Management
Georgia
$700K +$57.3K +200 +9%
CCM
2546
Colorado Capital Management
Colorado
$699K +$573 +2 +0.1%
HCM
2547
HMS Capital Management
Tennessee
$697K
LC
2548
Landaas & Company
Wisconsin
$697K
NPT
2549
Nixon Peabody Trust
Massachusetts
$697K +$31.5K +110 +5%
BBHC
2550
Brown Brothers Harriman & Co
New York
$697K -$10.7M -37,369 -2%

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.