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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
FWM
551
Frontier Wealth Management
Missouri
$23M +$110K +383 +0.5%
OMC
552
Overbrook Management Corp
New York
$23M -$133K -464 -0.6%
AII
553
AGF Investments Inc
Ontario, Canada
$22.9M +$1.01M +3,521 +5%
PC
554
Pecaut & Co
Iowa
$22.8M -$1.49M -5,201 -6%
TIP
555
Torray Investment Partners
Maryland
$22.7M +$301K +1,050 +1%
DY
556
Dowling & Yahnke
California
$22.6M +$846K +2,955 +4%
BCM
557
Becker Capital Management
Oregon
$22.6M -$1.07M -3,733 -5%
IAA
558
Independent Advisor Alliance
North Carolina
$22.6M +$1.43M +4,993 +7%
GCM
559
Gabalex Capital Management
New York
$22.4M +$4.3M +15,000 +25%
EH
560
Equitable Holdings
New York
$22.3M +$849K +2,965 +4%
BAMF
561
BI Asset Management Fondsmaeglerselskab
Denmark
$22.3M +$5.81M +20,302 +37%
CFA
562
Carroll Financial Associates
North Carolina
$22.1M -$3.23M -11,286 -13%
HWM
563
HB Wealth Management
Georgia
$22M +$21.1M +73,705 New
SNB
564
Security National Bank
Nebraska
$22M -$284K -992 -1%
WIC
565
Whitegate Investment Counselors
New Hampshire
$21.9M -$6.96M -24,318 -25%
RC
566
RBO & Co
California
$21.9M +$217K +758 +1%
MWM
567
Modera Wealth Management
New Jersey
$21.9M +$714K +2,493 +4%
SAM
568
SP Asset Management
California
$21.9M +$27.2K +95 +0.1%
GCGDR
569
Geo Capital Gestora de Recursos
Brazil
$21.6M -$1.2M -4,182 -5%
CW
570
Connectus Wealth
Ohio
$21.6M +$6.46M +22,541 +45%
AMI
571
Amica Mutual Insurance
Rhode Island
$21.4M -$2.58M -8,994 -11%
H
572
HoyleCohen
California
$21.3M +$426K +1,489 +2%
IPGDR
573
Investidor Profissional Gestao de Recursos
Brazil
$21.2M +$621K +2,168 +3%
CC
574
Colrain Capital
Massachusetts
$21.1M +$215K +750 +12%
EWA
575
EP Wealth Advisors
California
$21.1M +$862K +3,008 +4%

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.