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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
MMA
876
Miracle Mile Advisors
California
$9.53M +$150K +523 +2%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$9.51M -$561K -1,959 -6%
RTS
878
Round Table Services
New Jersey
$9.51M +$70.5K +246 +0.8%
KJHP
879
K.J. Harrison & Partners
Ontario, Canada
$9.51M -$107K -375 -1%
BJL
880
Brighton Jones LLC
Washington
$9.51M +$153K +533 +2%
IFLIT
881
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$9.5M
RCM
882
Regency Capital Management
Hawaii
$9.48M +$1.15M +4,014 +14%
MIM
883
Meixler Investment Management
Arizona
$9.47M +$9.07M +31,663 New
CT
884
Cambridge Trust
Massachusetts
$9.46M +$3.27M +11,413 +56%
MIM
885
Meridiem Investment Management
United Kingdom
$9.46M -$12.2M -42,725 -57%
GAI
886
General American Investors
New York
$9.43M
WW
887
Waterfront Wealth
Kansas
$9.43M +$89.4K +312 +1%
DAS
888
Dynamic Advisor Solutions
Arizona
$9.42M -$89.4K -312 -1%
EFS
889
Essex Financial Services
Connecticut
$9.42M -$82.2K -287 -0.9%
AL
890
Arnhold LLC
New York
$9.42M -$1.18M -4,127 -12%
CPA
891
Clear Perspective Advisors
Illinois
$9.41M +$441K +1,541 +5%
RIM
892
Redpoint Investment Management
Australia
$9.39M -$776K -2,711 -8%
MIM
893
Martin Investment Management
Florida
$9.39M +$21.2K +74 +0.2%
HCM
894
Hutner Capital Management
Vermont
$9.35M -$41K -143 -0.5%
MCM
895
Manchester Capital Management
Vermont
$9.35M -$1.26M -4,405 -12%
OBGC
896
O'Brien Greene & Co
Pennsylvania
$9.34M +$291K +1,015 +3%
SFI
897
Siemens Fonds Invest
Germany
$9.33M -$9.74K -34 -0.1%
PCM
898
Palisade Capital Management
New Jersey
$9.27M -$42.4K -148 -0.5%
CAM
899
Cubic Asset Management
Massachusetts
$9.23M +$1.43K +5 +0%
HAC
900
Harbor Advisory Corp
New Hampshire
$9.21M -$31.5K -110 -0.4%

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.