We are live on ! Find out more
BRK.B icon

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
MPPLM
2951
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$376K
OGF
2952
Orin Green Financial
California
$376K
FAN
2953
Financial Advisors Network
California
$375K +$87.9K +307 +32%
AIA
2954
Alera Investment Advisors
Illinois
$374K -$8.59K -30 -2%
TWM
2955
Trevian Wealth Management
Massachusetts
$374K +$358K +1,251 New
RWRC
2956
R.W. Roge & Company
New York
$373K
GHAM
2957
Gilman Hill Asset Management
Connecticut
$373K +$11.7K +41 +3%
CFCI
2958
Comprehensive Financial Consultants Institutional
Indiana
$373K +$335K +1,171 New
DAC
2959
Dividend Assets Capital
South Carolina
$372K
RC
2960
RBF Capital
California
$371K
CWM
2961
Collaborative Wealth Management
Florida
$370K +$354K +1,236 New
VWM
2962
Venturi Wealth Management
Texas
$369K -$125K -436 -26%
RFM
2963
Royal Fund Management
Florida
$369K +$19.8K +69 +6%
CCA
2964
Conservest Capital Advisors
Pennsylvania
$366K +$351K +1,225 New
BFG
2965
Barber Financial Group
Kansas
$364K +$2K +7 +0.6%
LAM
2966
LifePro Asset Management
California
$364K +$16K +56 +5%
AIM
2967
Arcadia Investment Management
Michigan
$361K +$158K +550 +83%
DG
2968
DMC Group
Alabama
$361K +$336K +1,174 New
HCA
2969
Harbour Capital Advisors
Virginia
$360K
PP
2970
PFS Partners
New Jersey
$359K +$343K +1,199 New
HBT
2971
Heartland Bank & Trust
Illinois
$356K
LSA
2972
L & S Advisors
California
$354K -$132K -460 -28%
RF
2973
RHS Financial
California
$354K
CCP
2974
Cassia Capital Partners
North Carolina
$354K +$339K +1,183 New
EA
2975
Echo45 Advisors
California
$353K +$338K +1,181 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.