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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
NME
3201
Notis-McConarty Edward
$239K
AWM
3202
Avondale Wealth Management
Texas
$239K +$71.6K +250 +45%
MS
3203
Madden Securities
Texas
$238K -$272K -950 -54%
BCCM
3204
Bridge Creek Capital Management
Massachusetts
$238K -$1.43K -5 -0.6%
CCM
3205
Chiron Capital Management
Florida
$238K
SAM
3206
Stone Asset Management
Texas
$237K +$227K +791 New
QC
3207
QCM Cayman
Texas
$236K +$226K +790 New
JG
3208
Jefferies Group
New York
$234K -$2.76M -9,620 -92%
ACM
3209
Alamar Capital Management
California
$234K -$86.8K -303 -28%
GWM
3210
Grand Wealth Management
Michigan
$234K +$225K +784 New
KWA
3211
Kellett Wealth Advisors
Ohio
$232K +$222K +775 New
MWA
3212
MFA Wealth Advisors
Pennsylvania
$231K
MWC
3213
MKD Wealth Coaches
Michigan
$231K +$221K +772 New
BC
3214
Barnett & Company
Tennessee
$230K
BFAG
3215
Blackston Financial Advisory Group
Florida
$230K +$220K +768 New
HPIA
3216
Hamilton Point Investment Advisors
North Carolina
$230K +$220K +769 New
GF
3217
Goodman Financial
Texas
$230K +$221K +770 New
APP
3218
Alpha Paradigm Partners
Illinois
$229K +$176K +616 +408%
SFG
3219
Steward Financial Group
Texas
$229K +$220K +767 New
WLPWM
3220
Walled Lake Planning & Wealth Management
Illinois
$228K
WEPOG
3221
Wealth Enhancement & Preservation of GA
Georgia
$228K
EARNEST Partners
3222
EARNEST Partners
Georgia
$227K -$40.7K -142 -16%
HA
3223
HFG Advisors
Ohio
$227K +$217K +758 New
GA
3224
Gateway Advisory
New Jersey
$226K -$91.9K -321 -30%
PAM
3225
Peninsula Asset Management
Florida
$226K

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.