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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
1IA
2876
1834 Investment Advisors
Wisconsin
$421K -$17.8K -62 -4%
SHA
2877
Seneca House Advisors
Virginia
$420K
HS
2878
Horan Securities
United States
$419K +$401K +1,401 New
Loomis, Sayles & Company
2879
Loomis, Sayles & Company
Massachusetts
$418K +$17.5K +61 +5%
MFT
2880
Moisand Fitzgerald Tamayo
Florida
$418K +$28.6K +100 +8%
DWM
2881
Denver Wealth Management
Colorado
$418K +$400K +1,398 New
CAM
2882
Cidel Asset Management
Ontario, Canada
$417K
DWM
2883
Defined Wealth Management
Oregon
$417K
ME
2884
McIlrath & Eck
Washington
$417K
BAM
2885
Bellevue Asset Management
Washington
$415K -$3.72K -13 -0.9%
MWA
2886
Monograph Wealth Advisors
California
$415K +$398K +1,389 New
GIM
2887
Guild Investment Management
California
$413K
MKA
2888
M. Kulyk & Associates
Georgia
$413K +$67.9K +237 +21%
MCA
2889
Martin Capital Advisors
Texas
$412K +$395K +1,379 New
BCP
2890
Berkeley Capital Partners
Georgia
$411K -$51K -178 -11%
NL
2891
Navalign LLC
California
$409K
CRI
2892
Colonial River Investments
Virginia
$408K -$1.4M -4,881 -78%
BI
2893
Blooom Inc
Kansas
$408K -$106K -371 -5%
DPI
2894
Diversified Portfolios Inc
Michigan
$408K
RSS
2895
Rosenblum Silverman Sutton
California
$408K
AWM
2896
Aspire Wealth Management
Massachusetts
$408K +$391K +1,365 New
PIM
2897
Progressive Investment Management
Oregon
$407K
MWM
2898
McNaughton Wealth Management
California
$406K +$27.5K +96 +8%
ACP
2899
Aveo Capital Partners
Colorado
$405K -$1.72K -6 -0.4%
ACM
2900
Alethea Capital Management
Washington
$404K

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.