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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
BAMG
2801
Brand Asset Management Group
Missouri
$471K -$12.6K -44 -3%
AGA
2802
Arkos Global Advisors
Texas
$471K
TWP
2803
Transparent Wealth Partners
Arkansas
$471K +$451K +1,576 New
AHC
2804
Adell Harriman & Carpenter
Texas
$471K +$17.8K +62 +4%
CTA
2805
Chesley Taft & Associates
Illinois
$470K -$59.9K -209 -12%
HWA
2806
Heritage Way Advisors
Illinois
$469K
ABP
2807
Arthur B. Page
$468K
HC
2808
HNP Capital
New York
$468K +$41K +143 +10%
VRM
2809
Vectors Research Management
New York
$468K +$41K +143 +10%
CAM
2810
Campion Asset Management
Virginia
$462K
HAFS
2811
Hapanowicz & Associates Financial Services
Pennsylvania
$462K
TF
2812
TRH Financial
Iowa
$461K -$9.45K -33 -2%
RVPG
2813
Relative Value Partners Group
$460K
CAM
2814
Costello Asset Management
Pennsylvania
$459K
WCWM
2815
Wooster Corthell Wealth Management
Connecticut
$458K -$1.72K -6 -0.4%
HFW
2816
Horizon Family Wealth
Illinois
$457K +$438K +1,529 New
GCC
2817
Game Creek Capital
Massachusetts
$456K -$93.1K -325 -18%
SSC
2818
Syverson Strege & Co
Iowa
$456K -$33.8K -118 -7%
BMA
2819
Brooks Moore & Associates
Tennessee
$456K -$14.3K -50 -3%
WLIM
2820
White Lighthouse Investment Management
Massachusetts
$456K +$1.43K +5 +0.3%
AIFAIM
2821
American Institute for Advanced Investment Management
Arizona
$455K
CC
2822
Corsicana & Co
Texas
$452K
MWM
2823
Maltin Wealth Management
New Jersey
$452K +$54.1K +189 +14%
HCM
2824
Highview Capital Management
Illinois
$452K +$433K +1,513 New
HCP
2825
Hexagon Capital Partners
Arkansas
$451K -$2K -7 -0.5%

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.