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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
651
Novare Capital Management
North Carolina
$17M -$9.16K -32 -0.1%
HKAM
652
Horizon Kinetics Asset Management
New York
$16.9M -$454K -1,584 -3%
Capital Fund Management (CFM)
653
Capital Fund Management (CFM)
France
$16.9M +$16.2M +56,446 New
AWM
654
Altavista Wealth Management
North Carolina
$16.8M +$250K +874 +2%
NRS
655
Neville Rodie & Shaw
New York
$16.7M -$225K -785 -1%
BEAM
656
Baker Ellis Asset Management
Washington
$16.7M +$378K +1,320 +2%
NFG
657
Nations Financial Group
Iowa
$16.7M +$1.02M +3,561 +7%
CAM
658
Carret Asset Management
New York
$16.7M -$63.3K -221 -0.4%
DOA
659
D'Orazio & Associates
Virginia
$16.6M -$292K -1,021 -2%
SAM
660
Synergy Asset Management
Washington
$16.6M +$3.1M +10,811 +24%
MCP
661
Mirador Capital Partners
California
$16.6M +$328K +1,146 +2%
S
662
SignatureFD
Georgia
$16.6M +$1.35M +4,703 +9%
SBL
663
Sargent Bickham Lagudis
Colorado
$16.5M -$11.7K -41 -0.1%
SFS
664
Searcy Financial Services
Kansas
$16.5M +$7.91M +27,608 +100%
FWCM
665
Ferguson Wellman Capital Management
Oregon
$16.5M -$103K -359 -0.6%
GF
666
Gabelli Funds
New York
$16.4M
CAM
667
Capco Asset Management
Florida
$16.3M +$122K +426 +0.8%
RI
668
Ridgewood Investments
New Jersey
$16.2M -$41.8K -146 -0.3%
SW
669
SVB Wealth
Massachusetts
$16.2M -$1.64M -5,715 -10%
BFIM
670
Beese Fulmer Investment Management
Ohio
$16.2M -$213K -742 -1%
SEM
671
Suncoast Equity Management
Florida
$16.2M -$10.4M -36,293 -40%
WF
672
WoodTrust Financial
Wisconsin
$16.1M +$347K +1,212 +2%
PCM
673
Presidio Capital Management
California
$16.1M +$15.4M +53,685 New
CL
674
CIM LLC
New York
$16M +$14.6M +50,896 +4,346%
Verition Fund Management
675
Verition Fund Management
Connecticut
$15.9M -$4.8M -16,743 -24%

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.