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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
PIFP
2976
Partners in Financial Planning
Virginia
$352K -$1.15K -4 -0.4%
PCA
2977
Private Capital Advisors
Connecticut
$351K
CSWM
2978
Cassady Schiller Wealth Management
Ohio
$351K +$336K +1,173 New
OFS
2979
OneAscent Financial Services
Alabama
$350K +$335K +1,169 New
LPARFS
2980
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$350K +$335K +1,170 New
PCA
2981
Peddock Capital Advisors
Massachusetts
$349K
CAM
2982
Crestone Asset Management
Colorado
$348K -$158K -550 -32%
MAC
2983
Mason & Associates (California)
California
$348K +$333K +1,163 New
BWP
2984
Bernardo Wealth Planning
Pennsylvania
$347K
WWM
2985
Wiser Wealth Management
Georgia
$347K +$332K +1,160 New
IF
2986
IRON Financial
Illinois
$345K +$29.8K +104 +10%
Aristotle Capital Management
2987
Aristotle Capital Management
California
$344K -$408K -1,425 -55%
DBIA
2988
Dumont & Blake Investment Advisors
New Jersey
$344K
FFWM
2989
Future Financial Wealth Management
Ohio
$344K
FA
2990
Fortis Advisors
Pennsylvania
$344K +$121K +423 +58%
GWM
2991
GDS Wealth Management
Texas
$344K +$330K +1,151 New
JF
2992
Jump Financial
Illinois
$343K -$526K -1,836 -62%
UAML
2993
US Asset Management LLC
Pennsylvania
$343K -$859 -3 -0.3%
SMH
2994
Sanders Morris Harris
Texas
$343K
FPIS
2995
Financial Planning & Information Services
Wisconsin
$342K
RDFA
2996
Ritter Daniher Financial Advisory
Ohio
$342K
HCM
2997
Howard Capital Management
Georgia
$342K +$12.9K +45 +4%
MC
2998
Miramar Capital
Illinois
$342K +$37.2K +130 +13%
SFA
2999
Souders Financial Advisors
Ohio
$341K
AHB
3000
Abner Herrman & Brock
New Jersey
$340K -$10.6K -37 -3%

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.