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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
SC
976
Savant Capital
Illinois
$7.64M +$352K +1,229 +5%
EM
977
Excalibur Management
Massachusetts
$7.64M -$55.3K -193 -0.7%
KIA
978
KCM Investment Advisors
California
$7.63M -$225K -786 -3%
BPCE
979
Bank Pictet & Cie (Europe)
Germany
$7.61M -$865K -3,021 -11%
GAMC
980
Garner Asset Management Corp
Texas
$7.6M +$940K +3,282 +15%
MSAM
981
Moloney Securities Asset Management
Missouri
$7.6M +$324K +1,133 +5%
AC
982
Annandale Capital
Texas
$7.58M +$819K +2,859 +13%
PA
983
Profund Advisors
Maryland
$7.56M -$146K -510 -2%
IWC
984
Integrated Wealth Concepts
Massachusetts
$7.55M -$18K -63 -0.2%
VWA
985
V Wealth Advisors
Kansas
$7.54M +$76.5K +267 +1%
RMAM
986
Raab & Moskowitz Asset Management
New Jersey
$7.53M +$21.5K +75 +0.3%
RA
987
Riverstone Advisors
Texas
$7.49M +$97.4K +340 +2%
JRP
988
Jasper Ridge Partners
California
$7.49M
SYBT
989
Stock Yards Bank & Trust
Kentucky
$7.49M +$462K +1,614 +7%
HWM
990
HFR Wealth Management
New York
$7.47M +$220K +768 +3%
TPCW
991
TD Private Client Wealth
New York
$7.46M +$475K +1,659 +7%
AWA
992
Arete Wealth Advisors
Illinois
$7.46M +$443K +1,546 +7%
HCM
993
Highlander Capital Management
New Jersey
$7.43M +$57.3K +200 +0.8%
WG
994
Welch Group
Alabama
$7.43M +$1.15M +4,000 +19%
SWA
995
SOA Wealth Advisors
New York
$7.36M +$1.15K +4 +0%
BFM
996
Boston Financial Management
Massachusetts
$7.29M -$257K -896 -4%
JFGLC
997
Johnson Financial Group LLC (Colorado)
Colorado
$7.27M +$6.47M +22,590 +1,303%
LFAS
998
Level Four Advisory Services
Texas
$7.26M +$2.21M +7,699 +46%
RCAG
999
Rehmann Capital Advisory Group
Michigan
$7.25M -$1.78M -6,232 -20%
CC
1000
Codex Capital
New York
$7.21M

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.