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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
CHA
2701
Cooper/Haims Advisors
New York
$563K +$96.2K +336 +22%
VBWMG
2702
Von Berge Wealth Management Group
California
$563K +$515K +1,799 New
WFA
2703
WestHill Financial Advisors
California
$562K +$57.3K +200 +12%
SFP
2704
Shepherd Financial Partners
Massachusetts
$560K +$68.7K +240 +15%
TFP
2705
Triune Financial Partners
Kansas
$560K +$536K +1,872 New
RB
2706
Rodgers Brothers
Pennsylvania
$559K +$77.3K +270 +17%
UIA
2707
Ulland Investment Advisors
Minnesota
$558K +$534K +1,865 New
GM
2708
GeoWealth Management
Illinois
$557K +$2.86K +10 +0.5%
MG
2709
Meritage Group
California
$557K +$55.6K +194 +12%
SFP
2710
Sandbox Financial Partners
Maryland
$556K +$159K +554 +42%
MTC
2711
McDaniel Terry & Co
Texas
$554K
HCM
2712
HM Capital Management
Missouri
$553K +$316K +1,103 +148%
FPOC
2713
Financial Planners of Cleveland
Ohio
$553K +$532K +1,857 New
STC
2714
Sarah T. Connolly
$552K +$14.3K +50 +3%
RWM
2715
Rockwood Wealth Management
Pennsylvania
$551K +$528K +1,842 New
TF
2716
TimeScale Financial
Massachusetts
$550K -$22.3K -78 -4%
DAM
2717
Diamant Asset Management
Connecticut
$550K -$1.43K -5 -0.3%
APC
2718
Asset Planning Corporation
Tennessee
$550K
UWPG
2719
Ullmann Wealth Partners Group
Florida
$550K +$50.1K +175 +11%
IAG
2720
Investmark Advisory Group
Connecticut
$550K +$528K +1,842 New
CNWM
2721
Clay Northam Wealth Management
California
$549K +$526K +1,835 New
WFA
2722
Wipfli Financial Advisors
Wisconsin
$547K +$38.7K +135 +8%
ACM
2723
AUA Capital Management
Pennsylvania
$546K
IC
2724
Iconiq Capital
California
$544K +$111K +389 +27%
BWM
2725
Bulltick Wealth Management
Florida
$542K -$259K -906 -33%

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.