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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
CFSG
926
Community Financial Services Group
Vermont
$8.57M +$8.21M +28,662 New
WM
927
WS Management
Florida
$8.55M +$6.43M +22,438 +364%
WKWM
928
Walter & Keenan Wealth Management
Indiana
$8.54M +$82.2K +287 +1%
WAS
929
Winch Advisory Services
Wisconsin
$8.53M +$97.1K +339 +1%
HTC
930
Haverford Trust Company
Pennsylvania
$8.49M +$11.7K +41 +0.1%
SAMT
931
Select Asset Management & Trust
Pennsylvania
$8.48M -$1.04M -3,630 -11%
MA
932
Montag & Associates
Georgia
$8.46M -$125K -437 -2%
BCM
933
Brookstone Capital Management
Illinois
$8.45M +$531K +1,855 +8%
TCM
934
Telos Capital Management
California
$8.45M -$105K -366 -1%
SFO
935
Stokes Family Office
Louisiana
$8.44M +$133K +466 +2%
NCM
936
Northside Capital Management
Oregon
$8.39M -$44.7K -156 -0.6%
SA
937
SAM Advisors
California
$8.39M -$37.8K -132 -0.5%
MC
938
Moors & Cabot
Massachusetts
$8.38M -$339K -1,182 -4%
WCA
939
Waratah Capital Advisors
Ontario, Canada
$8.37M +$8.02M +28,006 New
MPAM
940
Murphy Pohlad Asset Management
Minnesota
$8.36M
XF
941
XML Financial
Maryland
$8.35M -$44.7K -156 -0.6%
BCM
942
Brooktree Capital Management
Michigan
$8.34M -$140K -490 -2%
DWM
943
Destination Wealth Management
California
$8.32M -$453K -1,582 -5%
FTDI
944
First Trust Direct Indexing
Massachusetts
$8.28M +$181K +632 +2%
HT
945
Heritage Trust
Oklahoma
$8.27M +$74.5K +260 +0.9%
BIC
946
Beach Investment Counsel
Pennsylvania
$8.26M -$101K -353 -1%
HSA
947
HBK Sorce Advisory
Pennsylvania
$8.25M -$87.4K -305 -1%
TGAM
948
TBH Global Asset Management
Tennessee
$8.13M +$81.6K +285 +1%
PAS
949
Park Avenue Securities
New York
$8.11M +$732K +2,557 +10%
SC
950
Sepio Capital
Utah
$8.09M -$4.37M -15,263 -36%

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.