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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
B
1326
Brightworth
Georgia
$4.17M -$70.2K -245 -2%
PL
1327
Plancorp LLC
Missouri
$4.17M +$414K +1,444 +12%
GIP
1328
Granite Investment Partners
California
$4.14M
ICM
1329
Intrepid Capital Management
Florida
$4.13M +$129K +450 +3%
APS
1330
American Planning Services
Florida
$4.13M +$3.96M +13,819 New
AFT
1331
Alpha Family Trust
California
$4.13M +$3.95M +13,800 New
SVCF
1332
Silicon Valley Community Foundation
California
$4.12M +$3.71M +12,938 +1,526%
TPWA
1333
TRUE Private Wealth Advisors
Oregon
$4.12M +$153K +535 +4%
APW
1334
Aurora Private Wealth
New Jersey
$4.11M -$499K -1,741 -11%
CCA
1335
Checchi Capital Advisers
California
$4.1M +$30.1K +105 +0.8%
CSC
1336
Cove Street Capital
California
$4.1M -$702K -2,450 -15%
GTAM
1337
Global Trust Asset Management
Florida
$4.09M +$281K +982 +8%
KF
1338
Krilogy Financial
Missouri
$4.09M +$157K +548 +4%
PIA
1339
Pinion Investment Advisors
Kansas
$4.08M -$30.6K -107 -0.8%
HA
1340
Heartland Advisors
Wisconsin
$4.08M -$291K -1,015 -7%
KPCM
1341
Kings Point Capital Management
New York
$4.08M -$7.45K -26 -0.2%
WAP
1342
Wealthcare Advisory Partners
Pennsylvania
$4.07M -$1.5M -5,231 -28%
CHC
1343
City Holding Co
West Virginia
$4.07M +$40.7K +142 +1%
IFG
1344
Investors Financial Group
Minnesota
$4.07M +$47.5K +166 +1%
CFS
1345
Capital Financial Services
New York
$4.06M -$24.3K -85 -0.6%
GIA
1346
Gladstone Institutional Advisory
Florida
$4.06M +$627K +2,189 +19%
GC
1347
Gould Capital
Washington
$4.05M +$3.88M +13,531 New
HIM
1348
Harbour Investment Management
Washington
$4.04M -$20K -70 -0.5%
FNBSF
1349
First National Bank Sioux Falls
South Dakota
$4.03M +$887K +3,096 +30%
MCM
1350
Mitchell Capital Management
Kansas
$4.03M +$67K +234 +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.