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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
EI
3226
Ellevest Inc
New York
$225K -$49K -171 -19%
EAM
3227
Empirical Asset Management
Massachusetts
$225K +$216K +753 New
FA
3228
Financial Advantage
Maryland
$224K
Mawer Investment Management
3229
Mawer Investment Management
Alberta, Canada
$224K
PA
3230
Prism Advisors
California
$224K
NWM
3231
NEIRG Wealth Management
Massachusetts
$224K +$215K +749 New
MFA
3232
Morling Financial Advisors
California
$222K +$212K +741 New
NW
3233
Naviter Wealth
Arkansas
$222K +$212K +741 New
MWM
3234
Maripau Wealth Management
Indiana
$221K +$198K +691 New
AWP
3235
Accretive Wealth Partners
New Jersey
$221K +$211K +738 New
ACMA
3236
Arbor Capital Management (Alaska)
Alaska
$221K +$212K +739 New
LPWM
3237
Lake Point Wealth Management
Texas
$220K -$6.3K -22 -3%
AIM
3238
Axiom Investment Management
New York
$220K
SRSA
3239
S.R. Schill & Associates
Washington
$219K
SA
3240
Scarborough Advisors
Maryland
$219K +$210K +734 New
BIA
3241
Bell Investment Advisors
California
$218K -$220K -767 -51%
CWM
3242
Cordatus Wealth Management
Pennsylvania
$218K +$209K +730 New
SIAG
3243
Safeguard Investment Advisory Group
California
$217K -$22.1K -77 -10%
AA
3244
Axiom Advisory
California
$217K +$208K +726 New
GIM
3245
Grassi Investment Management
California
$217K +$208K +726 New
MAG
3246
Mayfair Advisory Group
Alabama
$216K +$200K +697 New
PFA
3247
Pinnacle Family Advisors
Missouri
$216K +$207K +721 New
FAFN
3248
First Affirmative Financial Network
Colorado
$216K +$207K +724 New
CMI
3249
Clare Market Investments
Texas
$216K -$93.1K -325 -31%
MAM
3250
McCarthy Asset Management
California
$215K

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.