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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
TF
2926
TLWM Financial
Texas
$392K +$43K +150 +13%
HNWAG
2927
High Net Worth Advisory Group
Florida
$391K +$374K +1,307 New
IAP
2928
Indie Asset Partners
Indiana
$390K -$4.58K -16 -1%
CFG
2929
Compton Financial Group
Maryland
$389K
FA
2930
Financial Advisors
Massachusetts
$388K -$31.2K -109 -8%
CWP
2931
CFM Wealth Partners
Texas
$388K
CCM
2932
Cohen Capital Management
California
$387K
FWP
2933
Falcon Wealth Planning
California
$387K +$2.58K +9 +0.7%
BWM
2934
BT Wealth Management
Georgia
$387K +$66.7K +233 +22%
RPA
2935
Rock Point Advisors
Vermont
$386K
RCA
2936
Ranch Capital Advisors
Florida
$385K -$286 -1 -0.1%
C1AG
2937
Client 1st Advisory Group
Florida
$385K
BA
2938
Ballew Advisors
Mississippi
$385K +$35.8K +125 +12%
CA
2939
Claris Advisors
Missouri
$385K +$369K +1,288 New
ST
2940
Sentinel Trust
Texas
$385K +$369K +1,289 New
AAM
2941
Austin Asset Management
Texas
$384K +$368K +1,285 New
FAM
2942
Flaharty Asset Management
Florida
$382K -$37.8K -132 -9%
AF
2943
AtlasMark Financial
Texas
$381K
FA
2944
FC Advisory
Pennsylvania
$381K -$16.6K -58 -4%
FVCM
2945
F&V Capital Management
Florida
$380K
MAM
2946
Marotta Asset Management
Virginia
$379K -$17.2K -60 -5%
CPC
2947
Consolidated Planning Corp
Georgia
$379K
SMG
2948
Smart Money Group
Texas
$378K
KAM
2949
KEB Asset Management
Illinois
$377K +$361K +1,261 New
SIA
2950
Sage Investment Advisers
New York
$377K +$361K +1,262 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.