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Berkshire Hathaway Class B

3,410 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, 1,196 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: 3,0273,410 (+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: 1,196

0.86% more ownership

Funds ownership: 64.66%65.51% (+0.86%)

Holders
3,410
Holders Change
+383
Holders Change %
+12.65%
% of All Funds
52.47%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.12%
New
504
Increased
1,211
Reduced
1,196
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
451
New Capital Management
Texas
$32.5M -$1.56M -5,460 -5%
AMCA
452
Arthur M. Cohen & Associates
Illinois
$32.4M -$66.2K -231 -0.2%
GD
453
Grandfield & Dodd
New York
$32.4M +$184K +641 +0.6%
BSW
454
Buckingham Strategic Wealth
Missouri
$32.1M -$1.37M -4,779 -4%
VFA
455
Valeo Financial Advisors
Indiana
$31.5M +$145K +505 +0.3%
HWA
456
Heritage Wealth Advisors
Virginia
$31.4M +$4.2M +14,670 +16%
CANC
457
Culbertson A N & Co
Virginia
$31.3M +$86.2K +301 +0.3%
EIM
458
Ervin Investment Management
Washington
$31.2M +$29.9M +104,282 New
Federated Hermes
459
Federated Hermes
Pennsylvania
$31.1M +$20.5M +71,568 +220%
SSWM
460
Smith Salley Wealth Management
North Carolina
$31.1M +$126K +440 +0.4%
FBB
461
Fulton Breakefield Broenniman
Maryland
$31.1M -$22.3K -78 -0.1%
BPWM
462
Badgley Phelps Wealth Managers
Washington
$30.7M +$742K +2,592 +3%
SWA
463
SFMG Wealth Advisors
Texas
$30.6M -$1.1M -3,849 -4%
AC
464
Allstate Corporation
Illinois
$30.6M +$16.5M +57,663 +129%
AAS
465
Avantax Advisory Services
Texas
$30.6M +$751K +2,623 +3%
PIC
466
Portland Investment Counsel
Ontario, Canada
$30.4M
Cerity Partners
467
Cerity Partners
New York
$30.4M +$10.2M +35,537 +46%
LC
468
Lincoln Capital
Nebraska
$30.3M +$115K +401 +0.4%
SC
469
SouthState Corp
Florida
$30.2M -$421K -1,470 -1%
KAS
470
Kemnay Advisory Services
New York
$30.1M -$3.2M -11,188 -10%
EBSAM
471
Eubel Brady & Suttman Asset Management
Ohio
$30M +$260K +907 +0.9%
MCM
472
MAI Capital Management
Ohio
$30M +$4.43M +15,470 +18%
WorldQuant Millennium Advisors
473
WorldQuant Millennium Advisors
New York
$30M +$14.1M +49,206 +96%
WIM
474
Waverton Investment Management
United Kingdom
$29.8M -$4.26M -14,865 -13%
FNT
475
First Nebraska Trust
Nebraska
$29.8M -$370K -1,292 -1%

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,410 of the 6,499 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 1,196 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.

  • 3,410 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,027 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.