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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
JFGIW
1301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.41M +$430K +1,500 +11%
YWP
1302
YorkBridge Wealth Partners
New York
$4.4M +$573 +2 +0%
SBIA
1303
Sheaff Brock Investment Advisors
Indiana
$4.39M +$78.8K +275 +2%
ARC
1304
Advisor Resource Council
Texas
$4.39M +$1.48M +5,160 +54%
CCT
1305
Capital City Trust
Florida
$4.38M +$105K +367 +3%
CRC
1306
Curi RMB Capital
Illinois
$4.38M +$152K +530 +4%
4WM
1307
4J Wealth Management
Virginia
$4.37M +$28.9K +101 +0.7%
OFS
1308
Oldfather Financial Services
Nebraska
$4.36M +$42.1K +147 +1%
MIM
1309
Moseley Investment Management
Florida
$4.36M +$369K +1,287 +10%
KOC
1310
Koss-Olinger Consulting
Florida
$4.36M -$365K -1,275 -8%
MIC
1311
Means Investment Company
Maine
$4.35M +$36.9K +129 +0.9%
CCM
1312
Canal Capital Management
Virginia
$4.33M +$336K +1,172 +9%
KC
1313
Knuff & Co
California
$4.3M +$46.7K +163 +1%
PA
1314
PFG Advisors
Arizona
$4.29M +$476K +1,663 +13%
PFS
1315
Prospera Financial Services
Texas
$4.28M +$162K +564 +4%
SVWAG
1316
Sound View Wealth Advisors Group
Georgia
$4.28M +$31.5K +110 +0.8%
QCG
1317
Quadrant Capital Group
Ohio
$4.27M +$442K +1,542 +12%
CWM
1318
Congress Wealth Management
Massachusetts
$4.26M +$4.08M +14,235 New
CH
1319
Canton Hathaway
Rhode Island
$4.24M +$166K +580 +4%
PWP
1320
Personal Wealth Partners
Minnesota
$4.24M +$102K +355 +3%
DAM
1321
Delta Asset Management
Tennessee
$4.21M -$5.16K -18 -0.1%
RMCM
1322
Reynders McVeigh Capital Management
Massachusetts
$4.21M +$124K +434 +3%
PCMN
1323
Paradigm Capital Management (Nevada)
Nevada
$4.21M +$4.03M +14,073 New
BHB
1324
Bank Hapoalim BM
Israel
$4.17M -$346K -1,207 -8%
WDA
1325
Wendell David Associates
New Hampshire
$4.17M +$859 +3 +0%

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.