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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
RGI
901
River Global Investors
United Kingdom
$9.21M -$1.56M -5,450 -15%
GMA
902
Glassy Mountain Advisors
Maryland
$9.21M +$8.82M +30,794 New
CPC
903
Congress Park Capital
New York
$9.16M -$384K -1,342 -4%
KCPG
904
Kavar Capital Partners Group
Kansas
$9.16M -$2.86K -10 -0%
HR
905
Howe & Rusling
New York
$9.15M -$689K -2,406 -7%
PI
906
PEAK6 Investments
Illinois
$9.14M -$13.7M -47,687 -61%
IRF
907
IBM Retirement Fund
New York
$9.13M -$6.27M -21,880 -42%
CG
908
Caprock Group
Idaho
$9.11M +$29.8K +104 +0.3%
ST
909
Smithfield Trust
Pennsylvania
$9.09M -$5.44K -19 -0.1%
QC
910
Quadrature Capital
United Kingdom
$9.09M -$13.5M -47,256 -61%
DDC
911
DF Dent & Co
Maryland
$9.08M +$350K +1,221 +4%
WDL
912
Well Done LLC
Michigan
$9.03M -$174K -607 -2%
GC
913
Gratus Capital
Georgia
$9.02M +$2.49M +8,707 +41%
PMG
914
ProVise Management Group
Florida
$8.98M +$60.4K +211 +0.7%
SIM
915
Stratos Investment Management
Ohio
$8.96M +$117K +407 +1%
WHRC
916
W.H. Reaves & Co
New Jersey
$8.85M -$7.16K -25 -0.1%
CCP
917
Corient Capital Partners
California
$8.84M +$41K +143 +0.5%
LA
918
Lakeside Advisors
Washington
$8.82M +$8.45M +29,509 New
KS
919
Karpas Strategies
Connecticut
$8.78M -$14.3K -50 -0.2%
GFP
920
Gryphon Financial Partners
Ohio
$8.74M +$294K +1,026 +4%
PWM
921
Perigon Wealth Management
California
$8.68M +$669K +2,335 +9%
CFGS
922
Concourse Financial Group Securities
Alabama
$8.64M +$10K +35 +0.1%
GIM
923
Goelzer Investment Management
Indiana
$8.59M +$436K +1,521 +6%
WCF
924
West Coast Financial
California
$8.58M -$3.72K -13 -0%
B
925
Bailard
California
$8.57M -$14.3K -50 -0.2%

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.