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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
GI
801
Gradient Investments
Minnesota
$11.1M +$86.8K +303 +0.8%
FFG
802
Frisch Financial Group
New York
$11.1M +$59.9K +209 +0.6%
ANBT
803
American National Bank & Trust
Texas
$11.1M -$630K -2,198 -6%
MC
804
Muhlenkamp & Co
Pennsylvania
$11.1M -$1.15K -4 -0%
PWMAG
805
Pinnacle Wealth Management Advisory Group
New Jersey
$11M +$8.25M +28,812 +355%
PLFAM
806
Pineno Levin & Ford Asset Management
Virginia
$11M -$122K -426 -1%
JWCA
807
J.W. Cole Advisors
Florida
$11M +$10.5M +36,624 New
WS
808
Wedbush Securities
California
$10.9M +$208K +726 +2%
BCV
809
Banque Cantonale Vaudoise
Switzerland
$10.9M -$765K -2,670 -7%
MWM
810
Meridian Wealth Management
Kentucky
$10.9M +$2.09M +7,281 +25%
SS
811
Sunbelt Securities
Texas
$10.9M +$7.05M +24,626 +264%
RCM
812
RB Capital Management
Nevada
$10.9M +$61.9K +216 +0.6%
AIM
813
Aigen Investment Management
New York
$10.9M +$10.5M +36,775 New
DBG
814
De Burlo Group
Massachusetts
$10.9M +$9.6M +33,520 +1,209%
SPC
815
Sigma Planning Corp
Michigan
$10.8M -$201K -702 -2%
KTM
816
Keeler Thomas Management
Utah
$10.8M -$139K -485 -1%
DT
817
Diversified Trust
Tennessee
$10.8M -$786K -2,746 -7%
EIP
818
Easterly Investment Partners
Massachusetts
$10.8M -$25.1M -87,769 -71%
GP
819
Greenline Partners
New York
$10.8M -$43K -150 -0.4%
PCA
820
Pallas Capital Advisors
Massachusetts
$10.7M +$765K +2,671 +8%
RJT
821
Raymond James Trust
Florida
$10.7M +$1.79M +6,265 +21%
CAM
822
Columbia Asset Management
Michigan
$10.7M -$35.8K -125 -0.3%
BS
823
Boenning & Scattergood
Pennsylvania
$10.7M -$9.45K -33 -0.1%
PFM
824
Patton Fund Management
Texas
$10.7M -$171K -598 -2%
NAMP
825
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.7M +$14.3K +50 +0.1%

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.