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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
SWM
701
Sculati Wealth Management
Michigan
$15M -$4.58K -16 -0%
VCM
702
Violich Capital Management
California
$15M +$110K +385 +0.8%
AF
703
Ally Financial
Michigan
$14.9M +$5.73M +20,000 +67%
SSB
704
Sandy Spring Bank
Maryland
$14.9M -$4.58K -16 -0%
DLCIG
705
D.L. Carlson Investment Group
New Hampshire
$14.9M +$335K +1,168 +2%
CC
706
Chicago Capital
Illinois
$14.8M +$75.6K +264 +0.5%
FCM
707
Fairholme Capital Management
Florida
$14.7M -$231K -805 -2%
ECM
708
Evergreen Capital Management
Washington
$14.6M +$407K +1,421 +3%
BFG
709
Beacon Financial Group
Texas
$14.6M -$123K -429 -0.9%
HIA
710
Harbor Investment Advisory
Maryland
$14.5M -$103K -358 -0.7%
MWM
711
Minot Wealth Management
Massachusetts
$14.5M -$24.9K -87 -0.2%
KRSITF
712
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14.5M +$13.5K +47 +0.1%
DHFB
713
Dixon Hubard Feinour & Brown
Virginia
$14.5M +$11M +38,253 +377%
AAM
714
Autus Asset Management
Arizona
$14.5M -$268K -937 -2%
FAM
715
Fenimore Asset Management
New York
$14.4M -$4.61M -16,092 -25%
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$14.3M +$440K +1,535 +3%
QF
717
QVT Financial
New York
$14.3M
BG
718
Bahl & Gaynor
Ohio
$14.3M -$22.3K -78 -0.2%
LKIM
719
Lawson Kroeker Investment Management
Nebraska
$14.2M -$292K -1,021 -2%
MFWM
720
Motley Fool Wealth Management
Virginia
$14.2M -$16K -56 -0.1%
IVP
721
Intrinsic Value Partners
Arizona
$14.1M +$13.5M +47,295 New
UCB
722
United Community Bank
South Carolina
$14.1M +$13.5M +47,002 New
ACA
723
Anchor Capital Advisors
Massachusetts
$14M -$492K -1,719 -4%
RB
724
Richmond Brothers
Michigan
$14M +$13.4M +46,941 New
QIM
725
Quantitative Investment Management
Virginia
$13.9M +$13.3M +46,591 New

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.