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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
AGA
2576
Accuvest Global Advisors
Utah
$676K +$187K +652 +40%
SWP
2577
ShoreHaven Wealth Partners
New Jersey
$674K
RCA
2578
Rex Capital Advisors
Rhode Island
$673K -$286K -1,000 -31%
ACWM
2579
Adams Chetwood Wealth Management
North Carolina
$673K -$44.7K -156 -6%
WJA
2580
Willis Johnson & Associates
Texas
$673K -$15.8K -55 -2%
AAIM
2581
American Assets Investment Management
California
$673K
BSSFA
2582
Baron Silver Stevens Financial Advisors
Florida
$671K +$35.8K +125 +6%
AFS
2583
Access Financial Services
Minnesota
$671K +$74.5K +260 +13%
AC
2584
AlphaCore Capital
California
$669K +$438K +1,529 +216%
SIS
2585
Sound Income Strategies
Florida
$668K -$87.6K -306 -12%
RPGK
2586
Retirement Planning Group (Kansas)
Kansas
$667K +$151K +527 +31%
KCFA
2587
Key Client Fiduciary Advisors
New Jersey
$667K +$639K +2,230 New
VST
2588
Van Strum & Towne
California
$665K +$28.6K +100 +5%
SEIA
2589
Signature Estate & Investment Advisors
California
$665K +$30.6K +107 +5%
WSCM
2590
Wellington Shields Capital Management
New York
$665K +$71.6K +250 +13%
SJIA
2591
St. James Investment Advisors
New York
$662K +$634K +2,214 New
CBN
2592
Cadence Bank NA
Texas
$660K +$47.3K +165 +8%
MC
2593
Matisse Capital
Oregon
$659K
CAL
2594
Capital Advisors Ltd
Ohio
$659K +$30.1K +105 +5%
TA
2595
TCM Advisors
West Virginia
$659K +$630K +2,200 New
JC
2596
JB Capital
Connecticut
$657K +$7.73K +27 +1%
FOA
2597
Five Oceans Advisors
California
$656K -$859 -3 -0.1%
CT
2598
Columbia Trust
Oregon
$656K
CWM
2599
Concentric Wealth Management
California
$655K
BIA
2600
Bigelow Investment Advisors
Maine
$654K -$46.4K -162 -7%

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.