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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
MSA
3151
McAlister Sweet & Associates
Texas
$262K +$251K +877 New
GPA
3152
Guidance Point Advisors
Massachusetts
$261K
T
3153
TOBAM
France
$261K +$60.7K +212 +32%
TS
3154
Tamar Securities
California
$260K -$43K -150 -15%
CWM
3155
Cherrydale Wealth Management
New Jersey
$260K +$249K +868 New
II
3156
Ibex Investors
Colorado
$259K
PCTC
3157
Perkins Coie Trust Company
Washington
$259K
AWA
3158
Aletheian Wealth Advisors
Washington
$259K +$248K +865 New
FAG
3159
Fortitude Advisory Group
Washington
$259K +$248K +865 New
LCM
3160
Linker Capital Management
Kentucky
$259K +$248K +865 New
NFG
3161
Northeast Financial Group
Pennsylvania
$258K
IAMOG
3162
Investors Asset Management of Georgia
Georgia
$257K
SCM
3163
Seascape Capital Management
New Hampshire
$257K +$5.44K +19 +2%
CFA
3164
Compass Financial Advisors
Indiana
$257K +$246K +859 New
FWA
3165
FSC Wealth Advisors
New York
$257K +$246K +859 New
LA
3166
Lifeworks Advisors
Michigan
$257K +$246K +859 New
OF
3167
Outfitter Financial
Maine
$256K -$14.3K -50 -6%
MRWM
3168
ML&R Wealth Management
Texas
$256K +$245K +857 New
RPCONE
3169
Retirement Planning Company of New England
Rhode Island
$256K +$246K +858 New
ATWA
3170
Arbor Trust Wealth Advisors
Michigan
$255K -$4.01K -14 -2%
FM
3171
Foster & Motley
Ohio
$255K +$5.16K +18 +2%
PD
3172
Planning Directions
Pennsylvania
$254K -$1.15K -4 -0.5%
PWMG
3173
Pinnacle Wealth Management Group
Michigan
$254K
CCA
3174
Clearwater Capital Advisors
Illinois
$254K +$21.5K +75 +10%
SWMP
3175
Signature Wealth Management Partners
New Jersey
$254K +$28.6K +100 +13%

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.