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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
CWA
2676
Choice Wealth Advisors
Maine
$584K
FZCM
2677
Flynn Zito Capital Management
New York
$584K +$559K +1,953 New
CCG
2678
Capital CS Group
California
$583K
UBV
2679
United Bank (Virginia)
Virginia
$583K +$12.6K +44 +2%
APIM
2680
Agate Pass Investment Management
Washington
$583K +$559K +1,951 New
Members Trust
2681
Members Trust
Florida
$582K -$71.6K -250 -11%
AAM
2682
Augustine Asset Management
Florida
$581K -$10.6K -37 -2%
CIS
2683
Continental Investors Services
Washington
$581K +$471K +1,645 New
EFL
2684
ERn Financial LLC
Wisconsin
$580K
OWM
2685
OneAscent Wealth Management
Alabama
$579K +$555K +1,938 New
SFS
2686
Security Financial Services
Indiana
$576K +$551K +1,925 New
HAS
2687
HBW Advisory Services
California
$575K -$22.3K -78 -4%
PA
2688
Probity Advisors
Texas
$574K -$13.7K -48 -2%
AIA
2689
Affinity Investment Advisors
California
$573K +$549K +1,917 New
HCC
2690
Hirtle Callaghan & Co
Pennsylvania
$573K +$549K +1,918 New
MCM
2691
Monument Capital Management
Virginia
$572K -$119K -417 -18%
VCG
2692
Vantage Consulting Group
Virginia
$572K +$14.3K +50 +3%
SA
2693
Syntax Advisors
New York
$572K +$548K +1,914 New
DE
2694
Day & Ennis
Georgia
$571K +$33.2K +116 +6%
OWA
2695
One Wealth Advisors
California
$570K +$2.58K +9 +0.5%
BG
2696
Bollard Group
Massachusetts
$568K
AWAP
2697
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$564K -$286 -1 -0.1%
SPAS
2698
Spectrum Planning & Advisory Services
California
$564K
PWM
2699
Prentice Wealth Management
New York
$563K -$18.9K -66 -3%
FBC
2700
Fairfield, Bush & Co
Connecticut
$563K

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.