We are live on ! Find out more
BRK.B icon

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
SICM
2651
Sustainable Insight Capital Management
New York
$608K -$68.7K -240 -11%
CIA
2652
Cascade Investment Advisors
Oregon
$607K
CWM
2653
CarsonAllaria Wealth Management
Illinois
$607K +$581K +2,029 New
BWM
2654
BlackDiamond Wealth Management
New York
$607K +$581K +2,030 New
UWM
2655
USAdvisors Wealth Management
Minnesota
$606K +$212K +740 +57%
FFM
2656
Forum Financial Management
Illinois
$605K +$579K +2,023 New
WAM
2657
Winslow Asset Management
Ohio
$604K -$21.5K -75 -4%
EGWAG
2658
Elwood & Goetz Wealth Advisory Group
Georgia
$602K
BWM
2659
BNC Wealth Management
Oregon
$602K +$163K +569 +39%
ACM
2660
Avalon Capital Management
California
$602K +$222K +774 +62%
RCG
2661
Resource Consulting Group
Florida
$600K +$575K +2,008 New
GWM
2662
Greenhouse Wealth Management
Connecticut
$597K
LCM
2663
Leisure Capital Management
California
$597K
MCM
2664
Mendel Capital Management
Arkansas
$597K +$572K +1,997 New
WAOI
2665
Wealth Advisors of Iowa
Iowa
$596K -$574K -2,003 -50%
EA
2666
Emerald Advisors
Washington
$595K
VCWA
2667
Vanguard Capital Wealth Advisors
Colorado
$595K
CMA
2668
Cedar Mountain Advisors
Oregon
$594K +$97.4K +340 +21%
SCFS
2669
S.C. Financial Services
Arizona
$591K +$527K +1,840 New
AM
2670
Atwater Malick
Pennsylvania
$590K
RAM
2671
Rempart Asset Management
Canada
$590K
CWA
2672
Clearview Wealth Advisors
Oregon
$589K -$117K -410 -17%
BIM
2673
Bridgecreek Investment Management
Oklahoma
$587K +$71.6K +250 +15%
WFO
2674
Wealthgate Family Office
Colorado
$586K -$8.59K -30 -2%
APW
2675
Austin Private Wealth
Texas
$584K -$2K -7 -0.4%

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.