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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
BE
2901
Bonness Enterprises
District of Columbia
$404K
IIM
2902
Ipswich Investment Management
Massachusetts
$404K
PCM
2903
Prelude Capital Management
New York
$404K +$387K +1,351 New
BHWA
2904
Beacon Harbor Wealth Advisors
Virginia
$403K -$287K -1,001 -43%
OFG
2905
Omega Financial Group
California
$403K
PAA
2906
Peregrine Asset Advisers
Oregon
$403K +$95.4K +333 +33%
SAI
2907
Systematic Alpha Investments
New Jersey
$402K
CRIG
2908
Charter Research & Investment Group
Connecticut
$402K +$17.2K +60 +5%
PA
2909
Planning Alternatives
Michigan
$402K +$162K +564 +72%
WFA
2910
WMG Financial Advisors
Tennessee
$402K +$386K +1,346 New
CFG
2911
CMC Financial Group
Georgia
$401K +$40.7K +142 +12%
ML
2912
Mayport LLC
Massachusetts
$401K +$384K +1,341 New
AC
2913
Anson Capital
Georgia
$401K +$421K +1,469 New
CL
2914
COWA LLC
Oklahoma
$399K
CL
2915
CSS LLC
Illinois
$399K
NWM
2916
Northcape Wealth Management
New York
$399K +$382K +1,335 New
BCMO
2917
Buckingham Capital Management (Ohio)
Ohio
$398K
SCM
2918
SKBA Capital Management
California
$397K
SPIO
2919
Seven Post Investment Office
California
$397K +$72.7K +254 +24%
CCM
2920
Carderock Capital Management
Maryland
$396K +$115K +400 +43%
HP
2921
Highlander Partners
Texas
$396K +$379K +1,325 New
PS
2922
Portfolio Strategies
New York
$395K -$145K -506 -28%
PPW
2923
Pinnacle Private Wealth
Massachusetts
$394K +$377K +1,317 New
DA
2924
Detalus Advisors
Missouri
$393K -$458K -1,600 -55%
BDFN
2925
Bond & Devick Financial Network
Minnesota
$393K

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.