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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
DWP
1126
Destiny Wealth Partners
Florida
$5.65M -$566K -1,975 -9%
GVAG
1127
Great Valley Advisor Group
Delaware
$5.63M -$998K -3,485 -16%
SNBOSCI
1128
Security National Bank of Sioux City Iowa
Iowa
$5.63M +$1.43K +5 +0%
FG
1129
Foster Group
Iowa
$5.62M -$1.18M -4,118 -18%
POIA
1130
Pin Oak Investment Advisors
Texas
$5.58M -$119K -415 -2%
BFC
1131
Bedel Financial Consulting
Indiana
$5.58M +$116K +406 +2%
AWA
1132
Arkadios Wealth Advisors
Georgia
$5.58M +$2.17M +7,594 +69%
S
1133
Seeyond
France
$5.57M -$19.8K -69 -0.4%
RWA
1134
Ropes Wealth Advisors
Massachusetts
$5.57M +$40.4K +141 +0.8%
SAM
1135
Strategy Asset Managers
California
$5.56M -$713K -2,490 -12%
YIH
1136
Y-Intercept (HK)
Hong Kong
$5.55M +$1.11M +3,877 +26%
BFA
1137
Buttonwood Financial Advisors
Maryland
$5.55M +$5.32M +18,579 New
TPW
1138
Tiller Private Wealth
Pennsylvania
$5.55M -$543K -1,896 -9%
CI
1139
Conning Inc
Connecticut
$5.54M -$176K -615 -3%
IAN
1140
Integrated Advisors Network
Texas
$5.53M +$333K +1,161 +7%
PDN
1141
Pensionfund DSM Netherlands
Netherlands
$5.53M
WA
1142
WBH Advisory
Maryland
$5.53M -$60.1K -210 -1%
PK
1143
Pflug Koory
Nebraska
$5.52M -$8.59K -30 -0.2%
RDIA
1144
RE Dickinson Investment Advisors
Iowa
$5.52M +$5.29M +18,464 New
AWAG
1145
ARS Wealth Advisors Group
Florida
$5.52M -$415K -1,448 -7%
SB
1146
Simmons Bank
Arkansas
$5.51M -$532K -1,857 -9%
SLI
1147
Sumitomo Life Insurance
Japan
$5.49M -$162K -564 -3%
WPP
1148
Whalerock Point Partners
Rhode Island
$5.48M +$70.5K +246 +1%
MWA
1149
Moser Wealth Advisors
Washington
$5.47M
SS
1150
Simplicity Solutions
Minnesota
$5.47M +$2.5M +8,718 +91%

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.