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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
IIC
1151
Ironwood Investment Counsel
Arizona
$5.46M +$80.8K +282 +2%
TCOO
1152
Trust Company of Oklahoma
Oklahoma
$5.46M -$158K -550 -3%
MFW
1153
Meristem Family Wealth
Minnesota
$5.45M -$212K -740 -4%
DLA
1154
Douglas Lane & Associates
New York
$5.44M -$65K -227 -1%
PBC
1155
Pavion Blue Capital
California
$5.43M -$41.5K -145 -0.8%
BC
1156
Blackhill Capital
New Jersey
$5.41M -$1.43K -5 -0%
TIM
1157
Tortoise Investment Management
New York
$5.4M +$81.3K +284 +2%
CIC
1158
Crawford Investment Counsel
Georgia
$5.39M -$66.4K -232 -1%
BRWM
1159
B. Riley Wealth Management
Tennessee
$5.38M +$117K +408 +2%
ONB
1160
Old National Bancorp
Indiana
$5.38M -$80.8K -282 -2%
RIA
1161
Realta Investment Advisors
Delaware
$5.38M -$54.7K -191 -1%
LWANC
1162
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.38M -$102K -357 -2%
CP
1163
Clayton Partners
California
$5.37M +$104K +364 +2%
IIA
1164
IPG Investment Advisors
California
$5.35M -$148K -518 -3%
PAI
1165
Pittenger & Anderson Inc
Nebraska
$5.35M +$659K +2,300 +15%
CCM
1166
Corsair Capital Management
New York
$5.34M
AC
1167
Abbrea Capital
California
$5.32M -$24.6K -86 -0.5%
GI
1168
Glovista Investments
New Jersey
$5.3M +$5.08M +17,744 New
S
1169
swisspartners
Liechtenstein
$5.3M
FI
1170
Fosun International
China
$5.3M -$570K -1,990 -10%
AF
1171
Aldebaran Financial
$5.3M +$7.16K +25 +0.1%
SACTSONJ
1172
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.29M
FPCP
1173
Fort Point Capital Partners
California
$5.29M +$168K +586 +3%
NP
1174
NorthRock Partners
Minnesota
$5.29M +$222K +775 +5%
PJSIMP
1175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.28M -$444K -1,550 -8%

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.