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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
SA
1276
Strategic Advisors
New York
$4.55M -$64.7K -226 -1%
VPI
1277
Value Partners Investments
Manitoba, Canada
$4.55M +$78.5K +274 +2%
MC
1278
Martin & Co
Tennessee
$4.54M -$53.6K -187 -1%
VIA
1279
Vident Investment Advisory
Georgia
$4.54M +$63.9K +223 +1%
BCA
1280
Bay Colony Advisors
Massachusetts
$4.53M +$140K +488 +3%
WOSD
1281
WFA of San Diego
California
$4.53M +$137K +479 +3%
MFA
1282
Mayflower Financial Advisors
Massachusetts
$4.53M +$272K +951 +7%
BFPW
1283
BOK Financial Private Wealth
Colorado
$4.5M +$1.34M +4,663 +45%
CWC
1284
Carolinas Wealth Consulting
North Carolina
$4.49M +$106K +370 +3%
D
1285
Drystone
Virginia
$4.49M +$4.3M +15,005 New
BRCM
1286
Bright Rock Capital Management
Massachusetts
$4.49M
BFC
1287
Blue Fin Capital
Rhode Island
$4.48M -$33.5K -117 -0.8%
PAM
1288
Pegasus Asset Management
New York
$4.48M +$142K +497 +3%
QCMNJ
1289
Quantum Capital Management (New Jersey)
New Jersey
$4.47M +$38.7K +135 +0.9%
HWA
1290
Hillcrest Wealth Advisors
New Jersey
$4.46M -$430K -1,500 -9%
WA
1291
Waddell & Associates
Tennessee
$4.46M +$115K +400 +3%
CFFP
1292
Center for Financial Planning
Michigan
$4.46M -$138K -483 -3%
BHTS
1293
Bar Harbor Trust Services
Maine
$4.45M -$10.3K -36 -0.2%
KWA
1294
KCS Wealth Advisory
California
$4.45M +$178K +622 +4%
MHIC
1295
Marble Harbor Investment Counsel
Massachusetts
$4.45M +$459K +1,602 +12%
BTWM
1296
Baker Tilly Wealth Management
Wisconsin
$4.44M +$384K +1,341 +10%
DI
1297
DAGCO Inc
Ohio
$4.43M -$101K -354 -2%
KPW
1298
Kore Private Wealth
New York
$4.43M -$592K -2,068 -12%
PFM
1299
Parsec Financial Management
North Carolina
$4.41M -$7.45K -26 -0.2%
CGA
1300
Crescent Grove Advisors
Illinois
$4.41M +$2.22M +7,739 +110%

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.