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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
1376
Bellecapital
Switzerland
$3.89M
HNW
1377
High Note Wealth
Minnesota
$3.88M +$67.3K +235 +2%
NSIM
1378
North Star Investment Management
Illinois
$3.87M +$3.44K +12 +0.1%
HCA
1379
Hyperion Capital Advisors
New York
$3.86M
GAM
1380
Griffin Asset Management
New York
$3.85M +$265K +924 +8%
EW
1381
Evoke Wealth
California
$3.85M -$17.5K -61 -0.5%
SP
1382
Symmetry Partners
Connecticut
$3.85M -$340K -1,187 -8%
AC
1383
Amitell Capital
Singapore
$3.85M +$114K +399 +3%
Dodge & Cox
1384
Dodge & Cox
California
$3.83M
BA
1385
Birinyi Associates
Connecticut
$3.83M +$145K +506 +4%
CWA
1386
Canvas Wealth Advisors
Kansas
$3.82M +$16.6K +58 +0.5%
TW
1387
Transform Wealth
Colorado
$3.81M -$94.8K -331 -3%
KC
1388
Kingfisher Capital
North Carolina
$3.81M -$70.2K -245 -2%
BPC
1389
Banque Pictet & Cie
Switzerland
$3.8M -$367K -1,283 -9%
CFO
1390
CVA Family Office
Colorado
$3.79M +$1.09M +3,799 +43%
MCM
1391
Mengis Capital Management
Oregon
$3.79M +$71.6K +250 +3%
CPA
1392
Capital Performance Advisors
California
$3.78M +$3.52M +12,296 New
AA
1393
Apriem Advisors
California
$3.77M
MCM
1394
Marathon Capital Management
Maryland
$3.77M +$329K +1,149 +10%
HWA
1395
HCR Wealth Advisors
California
$3.76M -$14.3K -50 -0.4%
SIG
1396
Sky Investment Group
Connecticut
$3.76M -$19.5K -68 -0.5%
RFWA
1397
RPg Family Wealth Advisory
Massachusetts
$3.75M -$95.1K -332 -3%
EN1L
1398
Engine No 1 LLC
California
$3.75M +$731K +2,553 +26%
PWM
1399
PRW Wealth Management
Massachusetts
$3.75M +$64.4K +225 +2%
LSPW
1400
Lake Street Private Wealth
Illinois
$3.75M +$233K +813 +7%

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.