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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
PPW
3026
PACK Private Wealth
Minnesota
$329K +$315K +1,099 New
WBCM
3027
Wilson & Boucher Capital Management
California
$329K +$315K +1,100 New
CPSC
3028
Carl P. Sherr & Co
Massachusetts
$329K +$316K +1,102 New
LIA
3029
LS Investment Advisors
Michigan
$327K -$981K -3,425 -76%
SCP
3030
Silverleafe Capital Partners
Tennessee
$327K -$86.5K -302 -22%
WCWM
3031
Willow Creek Wealth Management
California
$327K -$42.1K -147 -12%
IWA
3032
IVC Wealth Advisors
Pennsylvania
$327K +$2K +7 +0.6%
AFM
3033
Abbot Financial Management
Massachusetts
$327K +$5.73K +20 +2%
FFA
3034
Fi3 Financial Advisors
Indiana
$327K +$37.8K +132 +14%
MAM
3035
Magellan Asset Management
Australia
$327K +$160K +559 +105%
MIM
3036
MTM Investment Management
South Carolina
$326K -$4.3K -15 -1%
IIA
3037
Integral Investment Advisors
California
$326K +$312K +1,089 New
NEPPG
3038
New England Professional Planning Group
Rhode Island
$324K
AP
3039
Americana Partners
Texas
$322K +$10.9K +38 +4%
HIS
3040
Harvest Investment Services
Illinois
$321K -$257K -899 -46%
ACM
3041
Alpha Capital Management
Texas
$321K
MFA
3042
McClarren Financial Advisors
Pennsylvania
$321K +$120K +420 +64%
BC
3043
Brio Consultants
California
$320K -$28.6K -100 -9%
BWL
3044
Bogart Wealth LLC
Virginia
$319K -$119K -417 -28%
FA
3045
Fountainhead AM
New Jersey
$318K
SAM
3046
Smithbridge Asset Management
Pennsylvania
$318K
VFPW
3047
Vantage Financial Partners (Wisconsin)
Wisconsin
$318K +$304K +1,063 New
MPW
3048
Melone Private Wealth
Michigan
$318K +$305K +1,064 New
CMBA
3049
C.M. Bidwell & Associates
Hawaii
$317K -$20.6K -72 -6%
EA
3050
Eudaimonia Advisors
Tennessee
$317K +$303K +1,059 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.