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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
IB
1076
Intrust Bank
Kansas
$6.25M +$167K +584 +3%
QCM
1077
Quantinno Capital Management
New York
$6.24M +$5.98M +20,869 New
BFS
1078
Bickling Financial Services
Massachusetts
$6.23M -$689K -2,404 -10%
MYIA
1079
Mount Yale Investment Advisors
Colorado
$6.21M +$197K +688 +3%
TCA
1080
Transcend Capital Advisors
New Jersey
$6.21M +$77.3K +270 +1%
BPM
1081
Bowling Portfolio Management
Ohio
$6.18M -$78.8K -275 -1%
ETC
1082
Exchange Traded Concepts
Oklahoma
$6.16M +$368K +1,286 +7%
KWM
1083
Kingsview Wealth Management
Oregon
$6.15M +$1.02M +3,573 +21%
AAM
1084
AR Asset Management
California
$6.13M
BONH
1085
Bank of New Hampshire
New Hampshire
$6.13M +$367K +1,283 +7%
CA
1086
Cambridge Advisors
Nebraska
$6.12M -$37.5K -131 -0.6%
BBA
1087
BLB&B Advisors
Pennsylvania
$6.11M -$2.9M -10,136 -33%
SWM
1088
Salvus Wealth Management
New Jersey
$6.1M -$33.2K -116 -0.6%
IPAM
1089
ICICI Prudential Asset Management
India
$6.08M +$5.82M +20,330 New
SWA
1090
Stratos Wealth Advisors
Ohio
$6.08M +$132K +461 +2%
BRM
1091
Boston Research & Management
Massachusetts
$6.07M -$10K -35 -0.2%
CHA
1092
Carmichael Hill & Associates
Maryland
$6.06M -$58.1K -203 -1%
VHAM
1093
Van Hulzen Asset Management
California
$6.06M -$89.6K -313 -2%
LA
1094
LexAurum Advisors
Kansas
$6.05M +$2K +7 +0%
HIMC
1095
Heritage Investors Management Corp
Maryland
$6.05M -$191K -668 -3%
BFEC
1096
Benjamin F. Edwards & Company
Missouri
$6.03M +$67K +234 +1%
SIM
1097
Sentry Investment Management
Wisconsin
$6.02M
WIC
1098
Woodmont Investment Counsel
Tennessee
$6.01M -$172K -600 -3%
JFA
1099
Johanson Financial Advisors
California
$6.01M +$2.86K +10 +0%
LA
1100
LVW Advisors
New York
$6.01M -$1.01M -3,534 -15%

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.