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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
SWM
3126
SFG Wealth Management
Maryland
$278K +$266K +930 New
JTWM
3127
Jackson Thornton Wealth Management
Alabama
$278K +$267K +931 New
BRG
3128
Bay Rivers Group
Virginia
$275K
WFS
3129
Widmann Financial Services
Maryland
$275K +$264K +923 New
WCA
3130
Westover Capital Advisors
Delaware
$274K +$859 +3 +0.3%
FIM
3131
FWL Investment Management
Texas
$272K -$14.3K -50 -5%
BCAM
3132
Boston Common Asset Management
Massachusetts
$272K
ACM
3133
Ayrshire Capital Management
Connecticut
$270K +$12.9K +45 +5%
COF
3134
Capital One Financial
Virginia
$269K -$2.58K -9 -1%
ASA
3135
Armstrong Shaw Associates
Connecticut
$269K
DLG
3136
Daniel L. Goodwin
$269K
HIM
3137
Hanlon Investment Management
New Jersey
$269K
IAS
3138
Investment Advisory Services
Texas
$269K
BO
3139
Bank OZK
Arkansas
$269K +$7.73K +27 +3%
GAG
3140
GM Advisory Group
New York
$269K +$10.9K +38 +4%
WA
3141
WestEnd Advisors
North Carolina
$269K +$257K +899 New
CWA
3142
Centennial Wealth Advisory
Michigan
$267K +$10.3K +36 +4%
OL
3143
Optas LLC
Texas
$266K
BWM
3144
Brickley Wealth Management
California
$266K +$26.3K +92 +12%
GWA
3145
Geometric Wealth Advisors
District of Columbia
$264K +$253K +883 New
JA
3146
JVL Associates
Michigan
$263K -$34.4K -120 -12%
SJIM
3147
St. Johns Investment Management
Florida
$263K
AFO
3148
Allie Family Office
Florida
$263K +$252K +880 New
TA
3149
Townsend & Associates
Colorado
$262K
GWA
3150
Gibson Wealth Advisors
Texas
$262K +$251K +875 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.