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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
PWMG
3051
Provence Wealth Management Group
California
$317K +$304K +1,060 New
MMM
3052
Mendel Money Management
Illinois
$315K -$6.01K -21 -2%
KW
3053
KWB Wealth
California
$315K
MA
3054
MAS Advisors
Florida
$315K +$301K +1,051 New
PWA
3055
Peterson Wealth Advisors
Utah
$315K +$302K +1,055 New
WWG
3056
West Wealth Group
California
$315K +$302K +1,055 New
FC
3057
Fusion Capital
South Carolina
$314K -$9.74K -34 -3%
TWP
3058
TFO Wealth Partners
Ohio
$314K
AFM
3059
Andesa Financial Management
Pennsylvania
$314K +$11.7K +41 +4%
SEEDPG
3060
S.E.E.D. Planning Group
New York
$313K +$44.1K +154 +17%
C
3061
Covestor
United Kingdom
$313K +$300K +1,048 New
AWA
3062
AmeriServ Wealth Advisors
Pennsylvania
$312K
CCP
3063
Carmel Capital Partners
California
$312K +$299K +1,043 New
CFG
3064
CKW Financial Group
Hawaii
$310K
CAP
3065
Columbia Advisory Partners
Washington
$310K +$297K +1,038 New
PIM
3066
Provident Investment Management
Michigan
$308K
RIG
3067
Renaissance Investment Group
Massachusetts
$307K -$59.3K -207 -17%
CSIA
3068
Charles Schwab Investment Advisory
California
$307K -$8.59K -30 -3%
WA
3069
Wealthstar Advisors
Texas
$307K
BMD
3070
Better Money Decisions
New Mexico
$305K -$7.16K -25 -2%
TCWA
3071
Ten Capital Wealth Advisors
Washington
$305K
JHCP
3072
Jackson Hole Capital Partners
Oklahoma
$305K +$2.58K +9 +0.9%
BCM
3073
Brasada Capital Management
Texas
$305K +$5.73K +20 +2%
GWMIA
3074
Global Wealth Management Investment Advisory
Florida
$305K +$15.8K +55 +6%
UCMOK
3075
United Capital Management of KS
Kansas
$303K -$14.3K -50 -5%

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.