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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
MGIA
601
Moneta Group Investment Advisors
Missouri
$19.6M +$976K +3,408 +5%
DCM
602
Dupont Capital Management
Delaware
$19.4M -$8.5M -29,685 -31%
BCI
603
Brinker Capital Investments
Pennsylvania
$19.3M +$324K +1,130 +2%
AWM
604
Axxcess Wealth Management
California
$19.2M +$18.4M +64,296 New
PCM
605
Poehling Capital Management
Wisconsin
$19.2M -$89.4K -312 -0.5%
VW
606
Vantage Wealth
California
$19.2M +$278K +970 +2%
TU
607
TDAM USA
Ontario, Canada
$19.1M +$7.49M +26,167 +69%
USCWA
608
U.S. Capital Wealth Advisors
Texas
$18.9M +$29.8K +104 +0.2%
SN
609
Sittner & Nelson
Oregon
$18.8M -$116K -406 -0.6%
KSWA
610
Kathleen S. Wright Associates
Pennsylvania
$18.7M +$17.9M +62,648 New
MA
611
Mutual Advisors
Nebraska
$18.7M -$1.14M -3,966 -6%
NL
612
NWAM LLC
Washington
$18.6M +$224K +783 +1%
Eagle Capital Management (New York)
613
Eagle Capital Management (New York)
New York
$18.5M -$179M -626,268 -91%
CCMD
614
Cypress Capital Management (Delaware)
Delaware
$18.5M +$245K +856 +1%
HC
615
Hendley & Co
Ohio
$18.4M +$2.35M +8,217 +15%
AWM
616
Absher Wealth Management
North Carolina
$18.4M +$115K +401 +0.7%
CAMG
617
CWA Asset Management Group
Florida
$18.4M -$80.5K -281 -0.5%
QOP
618
Quinn Opportunity Partners
Virginia
$18.3M -$8.31M -29,000 -32%
PGIM
619
Pacific Global Investment Management
California
$18.3M -$34.7K -121 -0.2%
AP
620
Advisor Partners
California
$18.2M +$161K +561 +0.9%
CTI
621
Community Trust & Investment
Kentucky
$18.2M +$130K +454 +0.8%
WCMN
622
Westchester Capital Management (Nebraska)
Nebraska
$18.2M -$370K -1,291 -2%
Capstone Investment Advisors
623
Capstone Investment Advisors
New York
$18.2M +$3.85M +13,455 +28%
AIM
624
AMI Investment Management
Indiana
$18.2M -$713K -2,491 -4%
ZIG
625
Zuckerman Investment Group
Illinois
$18.2M +$130K +455 +0.8%

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.