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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
BFIC
1026
Bedell Frazier Investment Counselling
California
$6.9M +$527K +1,841 +9%
PIMG
1027
Patriot Investment Management Group
Tennessee
$6.84M +$81.1K +283 +1%
VLC
1028
Van Leeuwen & Company
New Jersey
$6.83M +$133K +466 +2%
ECM
1029
ExodusPoint Capital Management
New York
$6.82M -$4.93M -17,225 -43%
IWM
1030
IHT Wealth Management
Illinois
$6.82M -$619K -2,161 -9%
Barrow, Hanley, Mewhinney & Strauss
1031
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.81M
SHWM
1032
Smith & Howard Wealth Management
Georgia
$6.81M -$599K -2,092 -8%
MBTD
1033
Mechanics Bank - Trust Department
California
$6.8M -$194K -676 -3%
GA
1034
GFS Advisors
Texas
$6.79M +$485K +1,695 +8%
JIC
1035
Joel Isaacson & Co
New York
$6.79M +$172K +600 +3%
OFG
1036
Oxford Financial Group
Indiana
$6.77M +$1.87M +6,545 +41%
Holocene Advisors
1037
Holocene Advisors
New York
$6.75M +$496K +1,731 +8%
LSAG
1038
Lake Street Advisors Group
New Hampshire
$6.74M +$114K +399 +2%
TC
1039
Telemus Capital
Michigan
$6.71M -$859 -3 -0%
WA
1040
Wealth Architects
California
$6.69M -$311K -1,086 -5%
AC
1041
Alley Company
Illinois
$6.69M +$39.2K +137 +0.6%
ONSWM
1042
Old North State Wealth Management
North Carolina
$6.67M +$6.39M +22,314 New
NHC
1043
Nicholas Hoffman & Company
Georgia
$6.64M +$470K +1,642 +8%
FHA
1044
First Horizon Advisors
Tennessee
$6.62M -$1.02M -3,577 -14%
HBWM
1045
Hollow Brook Wealth Management
New York
$6.62M +$1.97M +6,880 +45%
SKK
1046
Shepherd Kaplan Krochuk
Massachusetts
$6.62M -$57.3K -200 -0.9%
QI
1047
QV Investors
Alberta, Canada
$6.61M -$1.62M -5,670 -20%
TC
1048
TAGStone Capital
North Carolina
$6.61M +$6.33M +22,100 New
LCS
1049
Levin Capital Strategies
New York
$6.6M -$57.3K -200 -0.9%
PS
1050
Pensionfund Sabic
Netherlands
$6.58M

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.