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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
IPW
3401
IronBridge Private Wealth
Texas
$5K
CAM
3402
ClariVest Asset Management
California
$5K +$1.72K +6 +50%
EWA
3403
Evolution Wealth Advisors
Florida
$4.77K +$97.4K +340 +2%
UFF
3404
USA Financial Formulas
Michigan
$4K -$52.7K -184 -92%
FHC
3405
First Heartland Consultants
Missouri
$3.67K +$59.9K +209 +2%
LTI
3406
Laffer Tengler Investments
Tennessee
$2.99K -$115K -402 -98%
GIA
3407
Goodwin Investment Advisory
Georgia
$2K +$1.72K +6 New
LWM
3408
Liberty Wealth Management
California
$1.6K -$1.46M -5,106 Closed
MGIM
3409
M&G Investment Management
United Kingdom
$1.6K -$170K -593 -10%
FFG
3410
Ford Financial Group
California
$1.36K +$37.2K +130 +3%
DI
3411
DRH Investments
California
$1K
SFCL
3412
Strengthening Families & Communities LLC
Massachusetts
$115 +$110K +383 New
MAMU
3413
Marathon Asset Management (UK)
United Kingdom
-$167M -612,809 Closed
AA
3414
ALPS Advisors
Colorado
-$132M -485,000 Closed
ACI
3415
AMP Capital Investors
Australia
-$109M -399,537 Closed
Nisa Investment Advisors
3416
Nisa Investment Advisors
Missouri
-$69.8K -255,589 Closed
Wolverine Trading
3417
Wolverine Trading
Illinois
-$66.7M -240,683 Closed
CAM
3418
Claret Asset Management
Quebec, Canada
-$27.9M -102,159 Closed
MSE
3419
MUFG Securities EMEA
United Kingdom
-$27.5M -100,626 Closed
MAM
3420
Meeder Asset Management
Ohio
-$24.5M -89,926 Closed
VAM
3421
Velanne Asset Management
United Kingdom
-$11.1M -40,826 Closed
TIAM
3422
TT International Asset Management
United Kingdom
-$10.5M -38,410 Closed
P3I
3423
Progeny 3 Inc
Washington
-$10.4M -37,930 Closed
HI
3424
Horizon Investments
North Carolina
-$9.25M -33,891 Closed
MP
3425
McDonald Partners
Ohio
-$7.85M -28,768 Closed

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.