We are live on ! Find out more
BRK.B icon

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
SFM
3101
Signet Financial Management
New Jersey
$292K +$8.31K +29 +3%
BFWA
3102
Benchmark Financial Wealth Advisors
Florida
$292K +$11.5K +40 +4%
KFS
3103
Kaizen Financial Strategies
California
$290K -$10.6K -37 -4%
CWM
3104
CMH Wealth Management
New Hampshire
$290K
ST
3105
Somerset Trust
Pennsylvania
$290K +$13.7K +48 +5%
APC
3106
Aspire Private Capital
North Carolina
$289K -$4.58K -16 -2%
ES
3107
ETF Store
Kansas
$289K +$262K +915 New
BFP
3108
Briaud Financial Planning
Texas
$288K
MHC
3109
Meyer Handelman Company
New York
$287K
RWM
3110
RBA Wealth Management
California
$287K
SWAG
3111
Spectrum Wealth Advisory Group
California
$287K
TVWM
3112
Tower View Wealth Management
Wisconsin
$286K -$9.45K -33 -3%
LFPWM
3113
Leicht Financial Planning & Wealth Management
New Jersey
$286K
TNAM
3114
Terra Nova Asset Management
New York
$286K
BEC
3115
Blue Edge Capital
Virginia
$285K
CPC
3116
Cookson Peirce & Co
Pennsylvania
$285K
SFPG
3117
Stonebridge Financial Planning Group
Florida
$284K -$8.59K -30 -3%
MWP
3118
MYCIO Wealth Partners
Pennsylvania
$284K
WWA
3119
WC Walker & Associates
California
$284K +$21.5K +75 +9%
WOC
3120
West Oak Capital
California
$283K -$4.3K -15 -2%
FBFS
3121
First Business Financial Services
Wisconsin
$283K +$271K +947 New
GC
3122
GFG Capital
Florida
$282K +$13.5K +47 +5%
WMS
3123
Wealth Management Solutions
Pennsylvania
$280K +$268K +936 New
DR
3124
Davis Rea
Ontario, Canada
$279K -$116K -406 -30%
WFA
3125
Wade Financial Advisory
California
$279K

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.