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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
ST
2551
Sageworth Trust
Pennsylvania
$695K -$1.95M -6,818 -75%
SRC
2552
Sage Rhino Capital
California
$695K +$9.74K +34 +1%
LFS
2553
Lutz Financial Services
Nebraska
$693K
EW
2554
Element Wealth
Mississippi
$692K
NF
2555
Norwood Financial
Pennsylvania
$692K +$663K +2,315 New
AWA
2556
Amplius Wealth Advisors
Pennsylvania
$692K +$663K +2,316 New
RP
2557
Rowlandmiller & Partners
Georgia
$691K -$26.6K -93 -4%
HGWM
2558
Horst & Graben Wealth Management
Oregon
$690K
ALAM
2559
Asahi Life Asset Management
Japan
$689K -$51.6K -180 -7%
VBFP
2560
Valtinson Bruner Financial Planning
Minnesota
$689K +$20K +70 +3%
GWM
2561
Gitterman Wealth Management
New Jersey
$688K +$115K +400 +21%
A
2562
Astrantus
Cyprus
$688K +$659K +2,300 New
KWM
2563
Kolinsky Wealth Management
New Jersey
$688K +$659K +2,302 New
PP
2564
Prudential plc
United Kingdom
$687K -$431K -1,506 -40%
CCA
2565
Cadent Capital Advisors
Oklahoma
$686K -$85.9K -300 -12%
SWM
2566
Scissortail Wealth Management
Oklahoma
$685K +$656K +2,290 New
NCM
2567
Noesis Capital Mangement
Florida
$684K -$393K -1,373 -38%
SVCP
2568
Silicon Valley Capital Partners
California
$684K +$38.4K +134 +6%
TF
2569
Trek Financial
Arizona
$682K +$6.59K +23 +1%
CAM
2570
Congress Asset Management
Massachusetts
$681K -$353K -1,234 -35%
FUBT
2571
First United Bank & Trust
Maryland
$680K +$25.8K +90 +4%
CA
2572
Centerpoint Advisors
Massachusetts
$680K +$408K +1,425 +168%
CFD
2573
Creative Financial Designs
Indiana
$679K -$10.6K -37 -2%
CAG
2574
Compass Advisory Group
New York
$679K
SFWC
2575
Strategic Family Wealth Counselors
New Jersey
$677K -$63K -220 -9%

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.