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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
MM
2776
MQS Management
New York
$490K +$470K +1,640 New
1IA
2777
1620 Investment Advisors
Massachusetts
$489K +$468K +1,634 New
BBWA
2778
Bell & Brown Wealth Advisors
California
$487K +$43K +150 +11%
SIA
2779
Strategic Investment Advisors
Michigan
$485K +$80.5K +281 +21%
PFP
2780
Paragon Financial Partners
California
$485K +$464K +1,621 New
MIM
2781
Merrion Investment Management
New Jersey
$484K -$43K -150 -8%
JWM
2782
Janiczek Wealth Management
Colorado
$484K +$109K +380 +31%
CTB
2783
Country Trust Bank
Illinois
$483K
TBNY
2784
Trustco Bank (New York)
New York
$483K
MGI
2785
MayTech Global Investments
New York
$483K +$172K +600 +59%
BCM
2786
BTC Capital Management
Iowa
$482K -$20K -70 -4%
BB
2787
Bell Bank
North Dakota
$482K
KBFS
2788
Kohmann Bosshard Financial Services
Ohio
$481K +$159K +554 +53%
VAM
2789
Verity Asset Management
North Carolina
$479K
CSPAM
2790
Cary Street Partners Asset Management
Virginia
$478K -$158K -550 -26%
DLHL
2791
Donald L. Hagan LLC
Florida
$478K
VWM
2792
Valley Wealth Managers
New Jersey
$478K
CF
2793
Convergence Financial
Missouri
$478K +$457K +1,597 New
SH
2794
Svenska Handelsbanken
Sweden
$477K -$193K -675 -30%
DDPIC
2795
Deroy & Devereaux Private Investment Counsel
Michigan
$476K
OWA
2796
Opal Wealth Advisors
New York
$475K +$455K +1,590 New
SW
2797
StrongBox Wealth
Missouri
$474K
ONGA
2798
O'Neil Global Advisors
California
$474K +$454K +1,585 New
BCA
2799
Biltmore Capital Advisors
New Jersey
$473K -$386K -1,348 -46%
CWA
2800
Carolina Wealth Advisors
South Carolina
$472K

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.