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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
IC
526
IEQ Capital
California
$25.5M +$1.33M +4,659 +6%
DWM
527
Doyle Wealth Management
Florida
$25.4M -$213K -742 -0.9%
Jones Financial Companies
528
Jones Financial Companies
Missouri
$25.4M +$20.9K +73 +0.1%
PWP
529
Private Wealth Partners
California
$25.3M -$976K -3,408 -4%
ST
530
Spinnaker Trust
Maine
$25.3M +$137K +480 +0.6%
SPIA
531
Steward Partners Investment Advisory
New York
$25.3M +$9.45K +33 +0%
ACI
532
Alpha Cubed Investments
California
$25.2M +$3.73M +13,038 +18%
TYCC
533
Texas Yale Capital Corp
Florida
$25.2M -$61.9K -216 -0.3%
SI
534
Stephens Inc
Arkansas
$25.1M +$109K +381 +0.5%
PSUF
535
People's United Financial
Connecticut
$24.8M -$2.46M -8,591 -9%
Allianz Asset Management
536
Allianz Asset Management
Germany
$24.8M -$54.7M -191,138 -70%
DZ Bank
537
DZ Bank
Germany
$24.8M +$64.2K +224 +0.3%
RC
538
Reik & Co
New York
$24.8M +$39.5K +138 +0.2%
Daiwa Securities Group
539
Daiwa Securities Group
Japan
$24.6M +$772K +2,697 +3%
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$24.6M -$515K -1,799 -2%
FDCC
541
Foster Dykema Cabot & Co
Massachusetts
$24.6M -$94.2K -329 -0.4%
AFA
542
American Financial Advisors
Georgia
$24.5M +$3.46M +12,067 +17%
YIA
543
YHB Investment Advisors
Connecticut
$24.5M -$170K -593 -0.7%
Bessemer Group
544
Bessemer Group
New Jersey
$24.5M +$3.81M +13,311 +19%
RT
545
Rockland Trust
Massachusetts
$24.1M +$615K +2,146 +3%
PWP
546
Perfromance Wealth Partners
Illinois
$24M +$23M +80,323 New
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$23.8M -$544K -1,900 -2%
CCA
548
Cobblestone Capital Advisors
New York
$23.7M +$509K +1,776 +2%
BFS
549
Bard Financial Services
Connecticut
$23.6M -$35.8K -125 -0.2%
SC
550
Sierra Capital
Florida
$23.4M -$119K -416 -0.5%

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.