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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
BCM
726
Banyan Capital Management
Georgia
$13.9M -$314K -1,096 -2%
TCCM
727
Timber Creek Capital Management
Massachusetts
$13.9M +$153K +533 +1%
GWM
728
Geneos Wealth Management
Colorado
$13.8M +$618K +2,159 +5%
GIA
729
GHP Investment Advisors
Colorado
$13.8M +$453K +1,580 +4%
WFG
730
Wills Financial Group
Virginia
$13.7M +$56.4K +197 +0.4%
WPW
731
Waldron Private Wealth
Pennsylvania
$13.7M -$216K -755 -2%
EWM
732
Edge Wealth Management
New York
$13.7M +$407K +1,420 +3%
SIM
733
Sterling Investment Management
Arizona
$13.6M -$11.2K -39 -0.1%
MCM
734
Murphy Capital Management
New Jersey
$13.5M -$309K -1,079 -2%
HHMI
735
Howard Hughes Medical Institute
Maryland
$13.5M
Man Group
736
Man Group
United Kingdom
$13.2M -$28.2M -98,419 -69%
CPA
737
Court Place Advisors
Maryland
$13.2M -$372K -1,298 -3%
KOCAA
738
Knights of Columbus Asset Advisors
Connecticut
$13.2M +$160K +559 +1%
PAM
739
Peak Asset Management
Colorado
$13.2M +$17.5K +61 +0.1%
PAIM
740
Punch & Associates Investment Management
Minnesota
$13.2M +$49.5K +173 +0.4%
CI
741
Cigna Investments
Connecticut
$13.2M -$3.39M -11,820 -21%
TCOK
742
Trust Company of Kansas
Kansas
$13.2M -$1.57M -5,468 -11%
ERIM
743
Eagle Ridge Investment Management
Connecticut
$13.1M -$317K -1,107 -2%
AF
744
Allworth Financial
California
$13.1M -$296K -1,033 -2%
LNB
745
Ledyard National Bank
$13M +$69K +241 +0.6%
JWBC
746
J.W. Burns & Co
New York
$13M -$39.2K -137 -0.3%
WKSWA
747
White Knight Strategic Wealth Advisors
New Jersey
$13M +$12.4M +43,404 New
AI
748
AXS Investments
New York
$12.9M +$11.8M +41,237 +2,017%
ECM
749
Exchange Capital Management
Michigan
$12.8M +$105K +368 +0.9%
RCA
750
Riverview Capital Advisers
Massachusetts
$12.8M +$12.3M +42,884 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.