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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
FP
1251
Factorial Partners
New York
$4.72M
SIMM
1252
Stillwater Investment Management (Minnesota)
Minnesota
$4.72M +$6.59K +23 +0.1%
GWS
1253
Glassman Wealth Services
Virginia
$4.71M -$210K -732 -4%
SMA
1254
Sage Mountain Advisors
Georgia
$4.71M +$586K +2,045 +15%
GAG
1255
Goodman Advisory Group
Massachusetts
$4.71M +$4.51M +15,754 New
CSI
1256
Cross Staff Investments
New York
$4.71M +$4.51M +15,744 New
III
1257
Independent Investors Inc
New York
$4.71M
PP
1258
Pacifica Partners
Canada
$4.7M +$193K +674 +5%
MFM
1259
MD Financial Management
Ontario, Canada
$4.69M +$15.2K +53 +0.3%
PTC
1260
Private Trust Company
Ohio
$4.68M -$128K -446 -3%
GC
1261
Grimes & Company
Massachusetts
$4.68M +$257K +898 +6%
FPS
1262
Fieldpoint Private Securities
Connecticut
$4.67M +$77.6K +271 +2%
WG
1263
Winton Group
United Kingdom
$4.66M +$1.49M +5,212 +50%
PM
1264
Phraction Management
Connecticut
$4.66M +$4.46M +15,575 New
HZ
1265
Hixon Zuercher
Ohio
$4.65M +$929K +3,242 +26%
BC
1266
Brookfield Corp
Ontario, Canada
$4.65M +$4.45M +15,542 New
TPA
1267
Trivium Point Advisory
Connecticut
$4.63M +$131K +456 +3%
GBWM
1268
Granite Bay Wealth Management
New Hampshire
$4.63M +$4.43M +15,473 New
ACP
1269
Aviance Capital Partners
Florida
$4.62M +$93.1K +325 +2%
1SB
1270
1ST Source Bank
Indiana
$4.59M -$286 -1 -0%
PB
1271
Pinnacle Bancorp
Nebraska
$4.58M +$318K +1,112 +8%
FPB
1272
First PREMIER Bank
South Dakota
$4.58M -$324K -1,130 -7%
CWM
1273
Circle Wealth Management
New Jersey
$4.58M -$426K -1,489 -9%
PCP
1274
Proficio Capital Partners
Massachusetts
$4.58M -$16.3K -57 -0.4%
SMG
1275
Spectrum Management Group
Indiana
$4.56M +$18.9K +66 +0.4%

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.