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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
TFGT
2826
TS Financial Group (TSFG)
Illinois
$451K +$7.16K +25 +2%
HWA
2827
Heartwood Wealth Advisors
Virginia
$450K +$91.7K +320 +27%
SSW
2828
Stone Summit Wealth
Florida
$450K +$431K +1,505 New
CP
2829
Capital Planning
Washington
$449K -$7.16K -25 -2%
FFG
2830
Fortem Financial Group
California
$449K
SIC
2831
Shoker Investment Counsel
Ohio
$449K
MCIA
2832
Mountain Capital Investment Advisors
Colorado
$449K +$23.8K +83 +6%
LWMM
2833
Legacy Wealth Management (Mississippi)
Mississippi
$449K
SAM
2834
Selway Asset Management
$448K
T
2835
TrueFG
Texas
$448K
LBA
2836
Lowell Blake & Associates
Massachusetts
$447K
ERWM
2837
Elk River Wealth Management
Colorado
$447K +$8.59K +30 +2%
FSWA
2838
Financial Synergies Wealth Advisors
Texas
$446K
APW
2839
Acima Private Wealth
Virginia
$446K +$233K +813 +120%
PPWM
2840
PFG Private Wealth Management
Florida
$445K -$1.15K -4 -0.3%
KOMWMG
2841
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$444K -$89.4K -312 -17%
JWM
2842
JGP Wealth Management
Oregon
$444K -$6.87K -24 -2%
ML
2843
McAdam LLC
Pennsylvania
$444K +$9.45K +33 +2%
AL
2844
ADE LLC
Maryland
$443K
CCFM
2845
Clear Creek Financial Management
Washington
$442K +$23.2K +81 +6%
RFO
2846
RiverGlades Family Offices
Florida
$441K
CIAS
2847
CBIZ Investment Advisory Services
Ohio
$441K +$422K +1,474 New
RRCM
2848
Rappaport Reiches Capital Management
Illinois
$440K +$3.72K +13 +0.9%
RWA
2849
Roberts Wealth Advisors
California
$440K -$1.43K -5 -0.3%
MTIC
2850
Missouri Trust & Investment Company
Missouri
$440K +$421K +1,471 New

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.