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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
SI
751
Sprott Inc
Ontario, Canada
$12.8M -$716K -2,500 -6%
CA
752
Cumberland Advisors
Florida
$12.8M +$351K +1,225 +3%
ACA
753
Aptus Capital Advisors
Alabama
$12.7M +$1.13M +3,951 +10%
CHAM
754
Clear Harbor Asset Management
Connecticut
$12.7M -$24.3K -85 -0.2%
TI
755
Tidal Investments
Wisconsin
$12.7M +$2.76M +9,633 +29%
PFPT
756
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.6M +$2.16M +7,557 +22%
ATC
757
Argent Trust Co
Tennessee
$12.5M -$269K -938 -2%
AWM
758
Apollon Wealth Management
South Carolina
$12.3M +$4.37M +15,249 +58%
BWM
759
Buckley Wealth Management
Nevada
$12.3M -$334K -1,165 -3%
NIPH
760
NN Investment Partners Holdings
Netherlands
$12.3M -$6.66M -23,268 -36%
GW
761
GW & Wade
Massachusetts
$12.3M -$747K -2,608 -6%
NEWAS
762
N.E.W. Advisory Services
Wisconsin
$12.3M -$133K -465 -1%
SFS
763
Solitude Financial Services
Virginia
$12.2M -$3.93M -13,726 -25%
FNBT
764
FineMark National Bank & Trust
Florida
$12.2M -$442K -1,544 -4%
GT
765
Glenview Trust
Kentucky
$12.1M +$2.92M +10,200 +34%
NS
766
Newman & Schimel
Illinois
$12.1M +$10K +35 +0.1%
AIP
767
Ameritas Investment Partners
Nebraska
$12.1M -$280K -978 -2%
KA
768
KLCM Advisors
Wisconsin
$12.1M -$32.9K -115 -0.3%
SGCA
769
Steel Grove Capital Advisors
Tennessee
$12M -$198K -692 -2%
MLL
770
Moody Lynn & Lieberson
Massachusetts
$12M +$1.01M +3,525 +10%
WRM
771
Weybosset Research & Management
Rhode Island
$12M +$59K +206 +0.5%
AP
772
Arlington Partners
Alabama
$12M -$271K -945 -2%
FNT
773
First National Trust
Pennsylvania
$12M +$465K +1,624 +4%
FA
774
Financial Avengers
California
$12M -$124K -432 -1%
NC
775
Naman Capital
Brazil
$12M

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.