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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
MW
3251
Milestone Wealth
New York
$215K +$206K +719 New
RWM
3252
Reston Wealth Management
Virginia
$214K +$205K +716 New
CIP
3253
Capital Insight Partners
Arizona
$214K +$205K +717 New
FRA
3254
Front Row Advisors
California
$213K -$1.72K -6 -0.8%
APWA
3255
Atlas Private Wealth Advisors
New Jersey
$213K
KCM
3256
Kornitzer Capital Management
Kansas
$212K -$40.1K -140 -16%
PWM
3257
Purus Wealth Management
California
$211K +$202K +705 New
RWM
3258
Refined Wealth Management
Utah
$211K +$202K +706 New
CAM
3259
CenterStar Asset Management
Illinois
$210K
TC
3260
Tenret Company
Florida
$210K +$201K +703 New
GWAM
3261
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K +$202K +704 New
MIM
3262
Montgomery Investment Management
Maryland
$210K +$202K +704 New
MFG
3263
Menard Financial Group
Texas
$209K -$46.4K -162 -19%
CIC
3264
Chase Investment Counsel
Virginia
$209K +$200K +700 New
LRIC
3265
Long Road Investment Counsel
Michigan
$209K +$200K +700 New
MTWM
3266
Masso Torrence Wealth Management
New Jersey
$209K +$200K +700 New
MBFW
3267
Morton Brown Family Wealth
Pennsylvania
$209K +$200K +700 New
OPWM
3268
Oxinas Partners Wealth Management
Indiana
$209K +$200K +700 New
Q
3269
QVR
California
$208K -$2.41M -8,430 -92%
OBWP
3270
O'Brien Wealth Partners
Massachusetts
$208K +$2.29K +8 +1%
FWM
3271
Foresight Wealth Management
Utah
$208K +$199K +694 New
BSAM
3272
Blue Square Asset Management
New York
$208K +$200K +697 New
KFS
3273
Kelly Financial Services
Massachusetts
$206K
WPA
3274
West Paces Advisors
Georgia
$206K +$5.44K +19 +3%
F
3275
F3Logic
Minnesota
$206K -$208K -725 -51%

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.