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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
AWA
2601
Archvest Wealth Advisors
California
$654K +$627K +2,188 New
VBCG
2602
Valley Brook Capital Group
Pennsylvania
$653K
RI
2603
Rinkey Investments
California
$653K +$584K +2,040 New
COCM
2604
Charter Oak Capital Management
New Hampshire
$650K +$148K +515 +31%
MGAM
2605
McGowan Group Asset Management
Texas
$649K
TA
2606
Trellis Advisors
Washington
$648K -$12.9K -45 -2%
CCM
2607
Chilton Capital Management
Texas
$648K +$29.5K +103 +5%
CSIA
2608
Carl Stuart Investment Advisor
Texas
$645K +$618K +2,158 New
WI
2609
WrapManager Inc
California
$644K +$47K +164 +8%
SI
2610
SimpliFi Inc
California
$643K
KIC
2611
Keating Investment Counselors
Florida
$642K
DWM
2612
Darwin Wealth Management
Florida
$641K -$64.2K -224 -10%
NFSG
2613
Newbridge Financial Services Group
Florida
$641K +$158K +550 +35%
VFP
2614
Verus Financial Partners
Virginia
$640K -$31.8K -111 -5%
NED
2615
Nancy E. Dempze
$639K -$43K -150 -7%
EWA
2616
ERTS Wealth Advisors
Michigan
$639K -$29.2K -102 -5%
WF
2617
Wayfinding Financial
Washington
$638K +$594K +2,074 New
SPA
2618
Sentinel Pension Advisors
Massachusetts
$637K +$611K +2,132 New
HCM
2619
Hengehold Capital Management
Ohio
$636K -$116K -404 -16%
CISOA
2620
Capital Investment Services of America
Wisconsin
$635K
CASB
2621
Cape Ann Savings Bank
Massachusetts
$633K -$50.7K -177 -8%
IF
2622
Insight Folios
North Carolina
$631K -$10.6K -37 -2%
DP
2623
Dearborn Partners
Illinois
$628K -$21.5K -75 -3%
CWM
2624
Centric Wealth Management
Illinois
$627K +$7.16K +25 +1%
RC
2625
Rovin Capital
Arizona
$627K +$600K +2,096 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.