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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
EIG
2626
Ellenbecker Investment Group
Wisconsin
$626K +$33.5K +117 +6%
OCM
2627
Objective Capital Management
Ohio
$626K +$599K +2,093 New
CCM
2628
Crew Capital Management
Ohio
$625K -$57.3K -200 -9%
ZB
2629
Zions Bancorporation
Utah
$625K -$7.16K -25 -1%
CI
2630
CPR Investments
Michigan
$624K +$598K +2,087 New
HG
2631
Harbor Group
New Hampshire
$623K
FMP
2632
Financial Management Professionals
Texas
$622K
AT
2633
Arvest Trust
Oklahoma
$622K +$596K +2,081 New
APSI
2634
Asset Planning Services Inc
Louisiana
$620K
SWK
2635
Stephen W. Kidder
$618K -$358K -1,250 -38%
CWM
2636
Chemistry Wealth Management
New York
$618K +$592K +2,067 New
NLP
2637
Next Level Private
New York
$618K +$592K +2,067 New
HFBOT
2638
Home Federal Bank of Tennessee
Tennessee
$617K
LIM
2639
Lagoda Investment Management
New York
$617K
AIA
2640
Arbor Investment Advisors
North Carolina
$614K
WPW
2641
Warther Private Wealth
Ohio
$613K -$13.2K -46 -2%
CWM
2642
Chesapeake Wealth Management
Virginia
$613K +$279K +975 +91%
GCL
2643
Gouws Capital LLC
North Carolina
$613K +$587K +2,050 New
BA
2644
Bluesphere Advisors
Pennsylvania
$612K -$5.73K -20 -1%
WFA
2645
Wellspring Financial Advisors
Ohio
$611K
AHC
2646
Anderson Hoagland & Co
Missouri
$610K -$19.5K -68 -3%
MC
2647
Mayar Capital
United Kingdom
$609K
OAJ
2648
Ogorek Anthony Joseph
New York
$609K
EA
2649
Eclectic Associates
California
$609K +$38.4K +134 +7%
Manulife (Manufacturers Life Insurance)
2650
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$608K -$135M -471,012 -19%

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.