We are live on ! Find out more
BRK.B icon

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
TVAMP
576
Tennessee Valley Asset Management Partners
Tennessee
$21M +$1.23M +4,303 +7%
Vontobel Holding
577
Vontobel Holding
Switzerland
$21M +$1.08M +3,762 +6%
HLCM
578
Hi-Line Capital Management
South Dakota
$21M +$107K +372 +0.5%
LOPW
579
Live Oak Private Wealth
North Carolina
$20.9M +$167K +583 +0.8%
CWM
580
Cabot Wealth Management
Massachusetts
$20.8M +$160K +560 +0.8%
RGC
581
Roberts, Glore & Co
Illinois
$20.7M +$147K +513 +0.7%
CAM
582
Close Asset Management
United Kingdom
$20.6M +$581K +2,028 +3%
FCH
583
Freestone Capital Holdings
Washington
$20.6M +$2.1M +7,349 +12%
AL
584
Aspiriant LLC
California
$20.6M +$605K +2,114 +3%
SBWIC
585
Schaper Benz & Wise Investment Counsel
Wisconsin
$20.6M -$87.1K -304 -0.4%
KCM
586
Kanawha Capital Management
Virginia
$20.5M -$52.1K -182 -0.3%
BFO
587
Boston Family Office
Massachusetts
$20.5M +$132K +462 +0.7%
CCT
588
Country Club Trust
Missouri
$20.5M +$1.15M +4,019 +6%
FSCM
589
Front Street Capital Management
Montana
$20.4M +$599K +2,093 +3%
KFA
590
Kelleher Financial Advisors
New York
$20.4M +$402K +1,404 +2%
AWM
591
Altium Wealth Management
New York
$20.3M +$673K +2,350 +4%
WBG
592
Wharton Business Group
Pennsylvania
$20.3M +$19.4M +67,747 New
EWA
593
Exencial Wealth Advisors
Oklahoma
$20.2M -$2.15M -7,493 -10%
BWAM
594
Boyd Watterson Asset Management
Ohio
$20.2M
ACM
595
Advisors Capital Management
New Jersey
$20.2M +$1.07M +3,731 +6%
RIL
596
Rothschild Investment LLC
Illinois
$19.8M -$101K -354 -0.5%
Cetera Investment Advisers
597
Cetera Investment Advisers
Illinois
$19.7M -$760K -2,655 -4%
MRCM
598
M&R Capital Management
New Jersey
$19.7M -$122K -427 -0.6%
AFG
599
Albion Financial Group
Utah
$19.7M -$313K -1,093 -2%
AJ
600
Ashburton (Jersey)
Jersey
$19.6M +$243K +848 +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.