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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
PCM
1226
Pennsylvania Capital Management
Pennsylvania
$4.82M +$3.6M +12,556 +351%
CCM
1227
Carmel Capital Management
California
$4.82M +$4.62M +16,132 New
PWG
1228
Private Wealth Group
Florida
$4.82M -$290K -1,013 -6%
MCM
1229
McDonough Capital Management
Florida
$4.82M +$4.62M +16,118 New
PMFA
1230
Plante Moran Financial Advisors
Michigan
$4.82M -$29.8K -104 -0.6%
SC
1231
Stephens Consulting
Michigan
$4.82M +$4.61M +16,105 New
SC
1232
Slow Capital
California
$4.81M +$47.8K +167 +1%
HW
1233
Hedeker Wealth
Illinois
$4.81M -$35.5K -124 -0.8%
RCA
1234
Resonant Capital Advisors
Wisconsin
$4.81M +$405K +1,413 +10%
BOH
1235
Bank of Hawaii
Hawaii
$4.8M -$2.86K -10 -0.1%
SFFS
1236
Stonehage Fleming Financial Services
Jersey
$4.8M +$57.3K +200 +1%
FA
1237
Fagan Associates
New York
$4.8M +$2.69M +9,393 +141%
CFG
1238
Cooper Financial Group
California
$4.79M -$41.5K -145 -0.9%
CF
1239
Centaurus Financial
California
$4.79M +$994K +3,470 +28%
BCM
1240
Beddow Capital Management
Wyoming
$4.79M -$93.1K -325 -2%
RA
1241
Royce & Associates
New York
$4.78M -$573K -2,000 -11%
HCM
1242
Hodges Capital Management
Texas
$4.77M -$14.3K -50 -0.3%
WT
1243
Washington Trust
Rhode Island
$4.76M -$30.6M -106,752 -87%
CT
1244
Chicago Trust
Illinois
$4.76M -$145K -508 -3%
CWA
1245
Clarity Wealth Advisors
California
$4.76M +$76.8K +268 +2%
MMPW
1246
Mitchell McLeod Pugh & Williams
Alabama
$4.75M +$22.9K +80 +0.5%
LS
1247
Leelyn Smith
Illinois
$4.74M -$51.8K -181 -1%
CT
1248
Coastline Trust
Rhode Island
$4.74M +$176K +613 +4%
TFS
1249
TrustCore Financial Services
Tennessee
$4.74M -$585K -2,043 -11%
WC
1250
Woodstock Corp
Massachusetts
$4.74M +$107K +373 +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.