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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
ZF
1001
Zhang Financial
Michigan
$7.2M -$114K -398 -2%
FAIM
1002
Financial Advocates Investment Management
Washington
$7.19M -$81.9K -286 -1%
HWM
1003
Heirloom Wealth Management
Colorado
$7.18M +$6.77M +23,643 New
CEI
1004
Clark Estates Inc
New York
$7.18M
GAM
1005
Grandview Asset Management
Pennsylvania
$7.17M +$6.87M +23,996 New
IWA
1006
Intercontinental Wealth Advisors
Texas
$7.17M +$6.3K +22 +0.1%
PA
1007
Perennial Advisors
New York
$7.17M +$537K +1,875 +8%
FI
1008
Financial Insights
Washington
$7.16M -$35.2K -123 -0.5%
AAP
1009
Arax Advisory Partners
Colorado
$7.13M -$357K -1,245 -5%
P
1010
Pitcairn
Pennsylvania
$7.13M +$1.16M +4,034 +20%
ANTB
1011
AMG National Trust Bank
Colorado
$7.11M -$167K -583 -2%
FIB
1012
First Interstate Bank
Montana
$7.11M -$36.9K -129 -0.5%
MPI
1013
Mairs & Power Inc
Minnesota
$7.09M -$81.9K -286 -1%
RWP
1014
RWA Wealth Partners
Massachusetts
$7.08M +$282K +983 +4%
PGAM
1015
Princeton Global Asset Management
New Jersey
$7.08M -$34.4K -120 -0.5%
MPM
1016
Meritage Portfolio Management
Kansas
$7.07M +$136K +474 +2%
FSA
1017
Franklin Street Advisors
North Carolina
$7.06M -$407K -1,421 -6%
MOS
1018
MGO One Seven
Ohio
$7.05M +$302K +1,054 +5%
1832 Asset Management
1019
1832 Asset Management
Ontario, Canada
$7.04M -$50.4M -176,080 -88%
ASFA
1020
All Season Financial Advisors
Colorado
$7.03M +$2.66M +9,281 +65%
PCM
1021
Prana Capital Management
Connecticut
$7.03M -$22.6M -78,945 -77%
TFA
1022
Trinity Financial Advisors
Ohio
$7.02M -$90.2K -315 -1%
FIM
1023
Freedom Investment Management
Connecticut
$7.02M -$336K -1,172 -5%
CCT
1024
Chemung Canal Trust
New York
$6.92M +$365K +1,273 +6%
FB
1025
Fulton Bank
Pennsylvania
$6.91M -$286 -1 -0%

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.