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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
PP
3076
PrairieView Partners
Minnesota
$303K +$55K +192 +23%
SFG
3077
Synergy Financial Group
California
$303K +$291K +1,015 New
LC
3078
Lavaca Capital
Texas
$302K +$1.72K +6 +0.6%
CM
3079
Cornerstone Management
Georgia
$300K -$69.6K -243 -19%
WFMPM
3080
Woodley Farra Manion Portfolio Management
Indiana
$300K
CIS
3081
Connors Investor Services
Pennsylvania
$299K
NOCM
3082
Night Owl Capital Management
Connecticut
$299K
FWI
3083
Facet Wealth Inc
Maryland
$299K +$31.8K +111 +12%
DFG
3084
Demars Financial Group
Washington
$299K +$286K +1,000 New
RWA
3085
Redmont Wealth Advisors
Illinois
$299K +$286K +1,000 New
WWP
3086
Waypoint Wealth Partners
California
$298K -$69.3K -242 -20%
ES
3087
Eagle Strategies
New York
$298K +$285K +996 New
ZAM
3088
Zevin Asset Management
Massachusetts
$297K -$51.6K -180 -15%
WFAG
3089
Wescott Financial Advisory Group
Pennsylvania
$296K -$226K -788 -44%
DW
3090
Domani Wealth
Pennsylvania
$296K -$12.3K -43 -4%
AC
3091
Asio Capital
Kentucky
$296K +$283K +989 New
GWM
3092
GoalFusion Wealth Management
Texas
$296K +$332K +1,160 New
MWPCG
3093
Measured Wealth Private Client Group
New Hampshire
$294K -$65.9K -230 -19%
DP
3094
Divergent Planning
Maryland
$294K
AWM
3095
Affinity Wealth Management
Delaware
$294K +$10K +35 +4%
BBA
3096
Braun-Bostich & Associates
Pennsylvania
$294K +$263K +920 New
RA
3097
Rodgers & Associates
Pennsylvania
$293K
VFM
3098
Vivid Financial Management
California
$292K -$5.44K -19 -2%
HFS
3099
Howard Financial Services
Texas
$292K
NCM
3100
Nelson Capital Management
California
$292K

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.