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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
BFA
3176
BMS Financial Advisors
South Dakota
$253K +$243K +847 New
FSC
3177
Full Sail Capital
Oklahoma
$252K +$235K +820 New
LFP
3178
Leeward Financial Partners
Washington
$252K +$242K +844 New
MLIC
3179
Mandatum Life Insurance Company
Finland
$251K +$8.88K +31 +4%
OTPPB
3180
Ontario Teachers' Pension Plan Board
Ontario, Canada
$251K +$241K +840 New
CB
3181
CNB Bank
Pennsylvania
$250K
XS
3182
XR Securities
Illinois
$250K +$239K +835 New
WIM
3183
Westside Investment Management
California
$249K
PCA
3184
Providence Capital Advisors
North Carolina
$247K -$16.9K -59 -7%
IHWM
3185
Iron Horse Wealth Management
Iowa
$247K -$573 -2 -0.2%
DACG
3186
Donor Advised Charitable Giving
California
$246K -$45.5K -159 -16%
BB
3187
Berkshire Bank
Massachusetts
$246K +$235K +822 New
CAN
3188
Claraphi Advisory Network
United States
$245K -$10.6K -37 -4%
DA
3189
Doliver Advisors
Texas
$245K
MCA
3190
Millennium Capital Advisors
Arkansas
$245K +$235K +819 New
LBC
3191
Lawrence B. Cohen
$243K -$219K -765 -48%
FF
3192
Friedenthal Financial
New Jersey
$242K
JSA
3193
Jacobson & Schmitt Advisors
Wisconsin
$241K
SPI
3194
Santori & Peters Inc
Pennsylvania
$241K +$573 +2 +0.2%
IBOK
3195
Independence Bank of Kentucky
Kentucky
$241K +$45.5K +159 +25%
JWM
3196
Jackson Wealth Management
Florida
$241K +$231K +805 New
MIOT
3197
Massachusetts Institute of Technology
Massachusetts
$241K +$231K +805 New
HAIM
3198
Hunter Associates Investment Management
Pennsylvania
$239K -$213K -743 -48%
HCM
3199
Hilton Capital Management
New York
$239K -$7.16K -25 -3%
1CP
3200
17 Capital Partners
Arizona
$239K

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.