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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
MIP
1051
Marietta Investment Partners
Wisconsin
$6.57M
CL
1052
Choreo LLC
Illinois
$6.57M -$471K -1,646 -7%
TFA
1053
Teamwork Financial Advisors
Texas
$6.54M -$796K -2,778 -11%
CWM
1054
Chronos Wealth Management
Florida
$6.51M -$4.3K -15 -0.1%
ACM
1055
AlphaStar Capital Management
North Carolina
$6.49M -$223K -777 -4%
LODC
1056
Lanham O'Dell & Company
West Virginia
$6.48M +$6.21M +21,687 New
RAM
1057
Redmond Asset Management
Virginia
$6.46M -$46.4K -162 -0.7%
PWP
1058
Principle Wealth Partners
Connecticut
$6.45M -$185K -645 -3%
OCAM
1059
Onex Canada Asset Management
Ontario, Canada
$6.44M +$229K +798 +4%
SIA
1060
SeaBridge Investment Advisors
New Jersey
$6.43M -$410K -1,430 -6%
AUB
1061
Atlantic Union Bankshares
Virginia
$6.4M +$326K +1,139 +6%
ACM
1062
AlphaCrest Capital Management
New York
$6.39M -$1.96M -6,830 -24%
HCM
1063
Harvey Capital Management
Florida
$6.39M -$29.2K -102 -0.5%
AF
1064
Arrow Financial
New York
$6.38M -$317K -1,106 -5%
CGL
1065
Clarius Group LLC
Washington
$6.38M +$50.7K +177 +0.8%
LSWM
1066
Lorne Steinberg Wealth Management
Canada
$6.38M -$70.2K -245 -1%
MF
1067
Montis Financial
Massachusetts
$6.37M +$293K +1,022 +5%
GA
1068
Greytown Advisors
Florida
$6.35M +$2.09M +7,307 +52%
BP
1069
Ballentine Partners
Massachusetts
$6.35M +$42.1K +147 +0.7%
TIA
1070
Traphagen Investment Advisors
New Jersey
$6.31M -$2.87M -10,027 -100%
SIA
1071
Schechter Investment Advisors
Michigan
$6.3M +$6.04M +21,089 New
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$6.3M -$89.9K -314 -1%
TWM
1073
Titus Wealth Management
California
$6.26M +$66.2K +231 +1%
GP
1074
Geneva Partners
Wisconsin
$6.26M -$947K -3,305 -14%
IA
1075
IFG Advisory
Georgia
$6.26M -$3.72K -13 -0.1%

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.