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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
GEM
851
Global Endowment Management
North Carolina
$9.98M -$228M -797,150 -96%
WGCA
852
Wolf Group Capital Advisors
Virginia
$9.98M +$4.85M +16,926 +103%
NFG
853
Next Financial Group
Texas
$9.96M +$1.33M +4,648 +16%
EML
854
Eos Management LP
New York
$9.94M
HVP
855
Hudson Value Partners
Florida
$9.93M +$119K +414 +1%
PP
856
Palladium Partners
Virginia
$9.92M -$331K -1,156 -3%
PWW
857
Pettyjohn Wood & White
Virginia
$9.92M -$43.2K -151 -0.5%
SCM
858
Shelton Capital Management
Colorado
$9.92M -$123K -429 -1%
FMTC
859
Farmers & Merchants Trust Company
California
$9.89M +$108K +376 +1%
FAB
860
First American Bank
Illinois
$9.88M +$76.5K +267 +0.8%
STB
861
S&T Bank
Pennsylvania
$9.87M +$103K +358 +1%
BCFD
862
Boit C.F. David
$9.86M -$859K -3,000 -8%
EGA
863
Eagle Global Advisors
Texas
$9.86M -$352K -1,230 -4%
MCM
864
Moore Capital Management
New York
$9.79M +$1.79M +6,250 +24%
CG
865
Cutler Group
California
$9.76M +$2.7M +9,410 +40%
FFA
866
Fragasso Financial Advisors
Pennsylvania
$9.75M +$331K +1,157 +4%
FANJ
867
Financial Architects (New Jersey)
New Jersey
$9.75M +$232K +811 +3%
EF
868
Empirical Finance
Pennsylvania
$9.74M +$2.4M +8,382 +35%
PCIA
869
Prime Capital Investment Advisors
Kansas
$9.74M +$2.83M +9,866 +43%
WSFS
870
Wilmington Savings Fund Society
Delaware
$9.71M -$1.16M -4,034 -11%
MYAM
871
Meiji Yasuda Asset Management
Japan
$9.69M +$2.06M +7,203 +29%
VVP
872
Venture Visionary Partners
Ohio
$9.66M +$47.8K +167 +0.5%
EAM
873
Evanson Asset Management
California
$9.64M -$356K -1,244 -4%
MIAN
874
Mariner Independent Advisor Network
Kansas
$9.63M -$917K -3,202 -9%
OPS
875
Orion Portfolio Solutions
Nebraska
$9.58M +$163K +568 +2%

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.