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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
SFS
1351
Stiles Financial Services
Minnesota
$4.02M +$3.85M +13,459 New
AI
1352
Accredited Investors
Minnesota
$4.02M +$3.44K +12 +0.1%
CA
1353
Carson Advisory
Georgia
$4.02M +$3.85M +13,448 New
MIH
1354
Meitav Investment House
Israel
$4.02M -$771K -2,693 -17%
HCA
1355
Horan Capital Advisors
Ohio
$4.02M +$85.3K +298 +2%
OPA
1356
Old Port Advisors
Maine
$4.01M -$21.5K -75 -0.6%
XI
1357
XXEC Inc
Oklahoma
$4.01M
JC
1358
Jacobs & Co
California
$4.01M -$8.02K -28 -0.2%
TWM
1359
Tradition Wealth Management
Minnesota
$4M +$99.1K +346 +3%
GEA
1360
Glen Eagle Advisors
New Jersey
$4M +$217K +756 +6%
AP
1361
Appleton Partners
Massachusetts
$3.99M +$39.2K +137 +1%
AFG
1362
Allegheny Financial Group
Pennsylvania
$3.99M -$15.2K -53 -0.4%
AFS
1363
Annapolis Financial Services
Maryland
$3.99M -$107K -375 -3%
RIA
1364
Regal Investment Advisors
Michigan
$3.96M -$129K -451 -3%
IFG
1365
Independent Financial Group
California
$3.96M -$201K -703 -5%
BFO
1366
Biltmore Family Office
North Carolina
$3.94M -$2K -7 -0.1%
ZIM
1367
Zacks Investment Management
Illinois
$3.94M -$527K -1,839 -12%
CC
1368
Claybrook Capital
Massachusetts
$3.93M
FBA
1369
Front Barnett Associates
Illinois
$3.92M -$519K -1,811 -12%
RSWM
1370
Robertson Stephens Wealth Management
California
$3.91M +$617K +2,153 +20%
CCM
1371
Compton Capital Management
Rhode Island
$3.91M -$120K -420 -3%
WAM
1372
WNY Asset Management
New York
$3.91M +$400K +1,395 +12%
MIA
1373
MainStreet Investment Advisors
Illinois
$3.89M -$895K -3,125 -19%
FLPIM
1374
F.L. Putnam Investment Management
Massachusetts
$3.89M -$138K -481 -4%
GPCM
1375
Granite Point Capital Management
Massachusetts
$3.89M -$573K -2,000 -13%

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.