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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
OCM
951
Olstein Capital Management
New York
$8.07M -$1.43M -5,000 -16%
HFS
952
Hantz Financial Services
Michigan
$8.06M +$564K +1,968 +8%
CIM
953
Courant Investment Management
Tennessee
$8.04M
LA
954
LFL Advisers
Illinois
$8.03M
AFA
955
Arlington Financial Advisors
California
$8.01M +$39.2K +137 +0.5%
SRC
956
Stone Run Capital
New York
$7.97M -$168K -585 -2%
MPW
957
Monterey Private Wealth
California
$7.96M -$343K -1,197 -4%
CL
958
CPWM LLC
Washington
$7.95M
WANY
959
Wealthspire Advisors (New York)
New York
$7.93M -$1.76M -6,158 -19%
BS
960
Banco Santander
Spain
$7.92M +$693K +2,419 +10%
GFA
961
Gifford Fong Associates
California
$7.92M
BCM
962
Breiter Capital Management
Florida
$7.9M -$153K -533 -2%
AIM
963
Anchor Investment Management
South Carolina
$7.88M +$262K +914 +4%
BCM
964
Buckhead Capital Management
Georgia
$7.85M -$815K -2,844 -10%
BAS
965
Brown Advisory Securities
Maryland
$7.84M -$917K -3,200 -11%
KFGK
966
Keystone Financial Group (Kentucky)
Kentucky
$7.83M +$9.74K +34 +0.1%
BCPWM
967
Bradley & Co Private Wealth Management
Florida
$7.8M +$207K +724 +3%
CT
968
Caldwell Trust
Florida
$7.78M -$97.4K -340 -1%
GWM
969
Graybill Wealth Management
Illinois
$7.75M +$61.9K +216 +0.8%
AAIM
970
Asset Advisors Investment Management
Georgia
$7.74M -$8.59K -30 -0.1%
TBA
971
Tower Bridge Advisors
Pennsylvania
$7.72M
AAM
972
Auxier Asset Management
Oregon
$7.71M -$11.5K -40 -0.2%
NC
973
NovaPoint Capital
Georgia
$7.68M +$190K +662 +3%
DBT
974
Dubuque Bank & Trust
Iowa
$7.66M -$165K -577 -2%
FTC
975
Farmers Trust Company
Ohio
$7.64M -$165K -575 -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.