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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
EWM
1101
Empirical Wealth Management
Washington
$5.99M +$810K +2,827 +16%
CLOS
1102
Compagnie Lombard Odier SCmA
Switzerland
$5.99M -$5.73K -20 -0.1%
RDWM
1103
Red Door Wealth Management
Tennessee
$5.98M +$394K +1,376 +7%
ISB
1104
Iowa State Bank
Iowa
$5.98M -$421K -1,470 -7%
AAMU
1105
AEGON Asset Management (UK)
United Kingdom
$5.97M -$118K -411 -2%
RWM
1106
Ritholtz Wealth Management
New York
$5.97M +$1.18M +4,109 +26%
LWAC
1107
Laurel Wealth Advisors (California)
California
$5.94M +$1.12M +3,908 +25%
BSI
1108
Bennett Selby Investments
Maine
$5.93M +$317K +1,108 +6%
BA
1109
Bristlecone Advisors
Washington
$5.92M -$479K -1,671 -8%
SLA
1110
Silver Lake Advisory
Utah
$5.88M -$14.6K -51 -0.3%
TF
1111
Tompkins Financial
New York
$5.87M +$126K +440 +2%
RCG
1112
Regatta Capital Group
California
$5.87M +$5.62M +19,627 New
WP
1113
Wedgewood Partners
Missouri
$5.83M -$215K -750 -4%
VIM
1114
VELA Investment Management
Ohio
$5.8M +$5.56M +19,396 New
CAM
1115
Cypress Asset Management
Texas
$5.8M -$82.5K -288 -1%
EIP
1116
Ellis Investment Partners
Pennsylvania
$5.77M
LWM
1117
Laidlaw Wealth Management
New York
$5.76M +$123K +430 +2%
JSC
1118
Jackson Square Capital
California
$5.74M +$131K +457 +2%
SRG
1119
SBB Research Group
Illinois
$5.72M +$5.48M +19,147 New
NB
1120
NBT Bank
New York
$5.72M -$4.87K -17 -0.1%
HH
1121
Hilltop Holdings
Texas
$5.72M +$105K +365 +2%
DA
1122
DCM Advisors
New York
$5.71M +$1.64M +5,726 +43%
AGP
1123
Autumn Glory Partners
Texas
$5.69M +$5.45M +19,024 New
DGAM
1124
Desjardins Global Asset Management
Quebec, Canada
$5.68M +$5.44M +18,990 New
KA
1125
Kovack Advisors
Florida
$5.66M +$81.1K +283 +2%

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.