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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
WB
2851
West Bancorporation
Iowa
$440K +$421K +1,471 New
SFG
2852
SevenBridge Financial Group
Pennsylvania
$438K
HWM
2853
Hemington Wealth Management
Virginia
$438K +$31.5K +110 +6%
GCMG
2854
Gyroscope Capital Management Group
Florida
$437K +$143K +500 +52%
CWM
2855
CCG Wealth Management
California
$435K
VCM
2856
Viewpoint Capital Management
Washington
$434K +$415K +1,450 New
OWA
2857
Outlook Wealth Advisors
Texas
$433K +$63.3K +221 +18%
ETIA
2858
Epic Trust Investment Advisors
Washington
$433K +$415K +1,448 New
WAS
2859
WESPAC Advisors SoCal
California
$431K -$12.3K -43 -3%
4WM
2860
44 Wealth Management
Oregon
$431K -$8.31K -29 -2%
VWA
2861
VERITY Wealth Advisors
United States
$431K
VFIC
2862
Valley Forge Investment Consultants
Pennsylvania
$431K +$126K +440 +44%
SL
2863
Salomon & Ludwin
Virginia
$431K +$185K +645 +81%
EWA
2864
EverSource Wealth Advisors
Alabama
$430K +$412K +1,437 New
GAB
2865
German American Bancorp
Indiana
$429K
MM
2866
Meridian Management
Arkansas
$428K -$43K -150 -9%
CWM
2867
Curi Wealth Management
North Carolina
$428K
BBNB
2868
Baker Boyer National Bank
Washington
$428K +$410K +1,431 New
C
2869
CEDRUS
Colorado
$427K +$409K +1,429 New
AFAS
2870
Acorn Financial Advisory Services
Virginia
$425K +$9.74K +34 +2%
SWM
2871
Shelton Wealth Management
Texas
$425K +$408K +1,423 New
APF
2872
Alaska Permanent Fund
Alaska
$424K +$388K +1,355 New
AWM
2873
Act Wealth Management
Texas
$423K +$2.86K +10 +0.7%
BIA
2874
Benchmark Investment Advisors
Illinois
$422K +$404K +1,411 New
RWG
2875
Ratio Wealth Group
Colorado
$422K

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.