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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
TWA
1176
TCI Wealth Advisors
Arizona
$5.27M +$201K +702 +4%
TAM
1177
Trust Asset Management
Texas
$5.25M
ACM
1178
Azimuth Capital Management
Michigan
$5.24M -$721K -2,518 -13%
MWM
1179
Marietta Wealth Management
Georgia
$5.24M +$57K +199 +1%
ACM
1180
AKRE Capital Management
Virginia
$5.23M
PL
1181
Parkwood LLC
Ohio
$5.23M +$5.01M +17,500 New
WB
1182
WesBanco Bank
West Virginia
$5.2M +$58.4K +204 +1%
SNBOSD
1183
Security National Bank of So Dak
Iowa
$5.2M -$2.86K -10 -0.1%
PCM
1184
Pointe Capital Management
Michigan
$5.19M
SSA
1185
Schonfeld Strategic Advisors
New York
$5.19M -$18.2M -63,613 -79%
MGP
1186
Metis Global Partners
California
$5.18M +$4.97M +17,337 New
CBTWT
1187
Community Bank & Trust (Waco, Texas)
Texas
$5.17M +$9.16K +32 +0.2%
AFA
1188
AllGen Financial Advisors
Florida
$5.17M -$1.72K -6 -0%
TL
1189
Tradewinds LLC
North Carolina
$5.17M +$4.15M +14,492 New
BIMC
1190
Benson Investment Management Company
Virginia
$5.16M +$10K +35 +0.2%
SWP
1191
Strategic Wealth Partners
Ohio
$5.16M +$3.32M +11,589 +205%
BNP Paribas Asset Management
1192
BNP Paribas Asset Management
France
$5.13M -$1.67M -5,835 -25%
CWA
1193
CJM Wealth Advisers
Virginia
$5.12M +$4.9M +17,119 New
CCG
1194
Cypress Capital Group
Florida
$5.12M +$2.81M +9,822 +135%
Nomura Holdings
1195
Nomura Holdings
Japan
$5.11M +$2.97M +10,363 +154%
MIP
1196
Mondrian Investment Partners
United Kingdom
$5.08M +$4.86M +16,986 New
GCM
1197
Glynn Capital Management
California
$5.05M
VIMU
1198
Veritas Investment Management (UK)
United Kingdom
$5.05M -$1.54M -5,365 -24%
SCM
1199
Stonebridge Capital Management
California
$5.05M -$115K -400 -2%
AF
1200
Advisornet Financial
Minnesota
$5.05M -$44.7K -156 -0.9%

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.