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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
SAM
676
Satovsky Asset Management
New York
$15.8M -$207K -723 -1%
PHS
677
Pekin Hardy Strauss
Illinois
$15.8M +$65.9K +230 +0.4%
SWP
678
Stratos Wealth Partners
Ohio
$15.7M +$614K +2,145 +4%
CIA
679
Choate Investment Advisors
Massachusetts
$15.7M +$156K +543 +1%
BAM
680
Barrett Asset Management
New York
$15.7M +$922K +3,219 +7%
MCM
681
Mill Capital Management
North Carolina
$15.7M +$15M +52,357 New
WA
682
WP Advisors
California
$15.6M -$169K -591 -1%
PWLP
683
Prio Wealth Limited Partnership
Massachusetts
$15.6M -$136K -475 -0.9%
CA
684
Callahan Advisors
Texas
$15.6M +$186K +648 +1%
Lido Advisors
685
Lido Advisors
California
$15.6M +$768K +2,683 +5%
RSVP
686
Ramsay Stattman Vela & Price
Colorado
$15.6M -$96.2K -336 -0.6%
ASN
687
Advisory Services Network
Georgia
$15.6M -$370K -1,291 -2%
WCM
688
Weik Capital Management
Pennsylvania
$15.6M -$377K -1,315 -2%
SFS
689
Sowell Financial Services
Arkansas
$15.5M +$127K +444 +0.9%
HC
690
Henshaw Capital
Massachusetts
$15.4M
LNC
691
Lincoln National Corp
Pennsylvania
$15.4M +$1.35M +4,728 +10%
CIM
692
Corda Investment Management
Texas
$15.2M -$150K -524 -1%
TFA
693
Tobias Financial Advisors
Florida
$15.2M +$14.6M +50,953 New
Fisher Asset Management
694
Fisher Asset Management
Washington
$15.2M -$974K -3,402 -6%
AI
695
Atria Investments
North Carolina
$15.2M -$68.2K -238 -0.5%
LNWWM
696
Laird Norton Wetherby Wealth Management
California
$15.2M +$201K +701 +1%
FCBT
697
First Citizens Bank & Trust
North Carolina
$15.2M +$58.1K +203 +0.4%
TWM
698
TLW Wealth Management
Florida
$15.1M +$2.86K +10 +0%
CJFS
699
Coulter & Justus Financial Services
Tennessee
$15.1M +$14.5M +50,459 New
BRWA
700
B. Riley Wealth Advisors
Florida
$15.1M -$150K -523 -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.