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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
T
3001
TCWP
Ohio
$340K +$326K +1,139 New
MCM
3002
Mattern Capital Management
Colorado
$339K
HWM
3003
Howard Wealth Management
Connecticut
$339K +$19.5K +68 +6%
CFSG
3004
Clark Financial Services Group
Missouri
$339K +$80.2K +280 +33%
RPG
3005
Resource Planning Group
Georgia
$338K -$78.8K -275 -20%
CICI
3006
Capital Investment Counsel Inc
North Carolina
$338K +$63K +220 +24%
LFA
3007
Lauterbach Financial Advisors
Texas
$338K +$324K +1,131 New
OPTFSNA
3008
Old Point Trust & Financial Services N A
Virginia
$337K
OFA
3009
Oak Family Advisors
Illinois
$337K +$286 +1 +0.1%
AFG
3010
Affinia Financial Group
Massachusetts
$337K +$44.7K +156 +17%
CIA
3011
Caerus Investment Advisors
Texas
$337K +$323K +1,128 New
DTC
3012
Davidson Trust Company
Washington
$336K -$4.3K -15 -1%
RWM
3013
Rezny Wealth Management
Florida
$336K
TCPWM
3014
Traverso Chambers Private Wealth Management
California
$336K
MCA
3015
Maryland Capital Advisors
Maryland
$336K +$322K +1,125 New
EE
3016
EWG Elevate
California
$335K
CCA
3017
Conestoga Capital Advisors
Pennsylvania
$333K +$4.3K +15 +1%
MIG
3018
McGuire Investment Group
Rhode Island
$333K +$4.3K +15 +1%
PI
3019
PFS Investments
Georgia
$333K +$319K +1,113 New
SFG
3020
Sunburst Financial Group
Alabama
$332K +$859 +3 +0.3%
AWM
3021
Accel Wealth Management
Iowa
$332K +$28.6K +100 +10%
MCWA
3022
Meadow Creek Wealth Advisors
Georgia
$332K +$318K +1,109 New
BWCS
3023
Beirne Wealth Consulting Services
Connecticut
$330K
AAM
3024
American Asset Management
Florida
$329K
CNC
3025
Citizens & Northern Corp
Pennsylvania
$329K +$28.6K +100 +10%

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.