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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
SG
1401
Stonnington Group
California
$3.73M +$1.11M +3,890 +50%
CAM
1402
Cozad Asset Management
Illinois
$3.73M -$90.2K -315 -2%
PSF
1403
Pacific Sun Financial
California
$3.73M -$20.3K -71 -0.6%
CPA
1404
Cowen Prime Advisors
New York
$3.73M -$286K -1,000 -7%
ATPW
1405
Ashton Thomas Private Wealth
Arizona
$3.72M +$203K +710 +6%
AMIM
1406
Aull & Monroe Investment Management
Alabama
$3.72M +$119K +415 +3%
SSI
1407
Scott & Selber Inc
Texas
$3.71M -$8.88K -31 -0.2%
5L
1408
55I LLC
Massachusetts
$3.71M +$350K +1,222 +11%
RA
1409
RFG Advisory
Alabama
$3.71M +$50.1K +175 +1%
TMAM
1410
Tokio Marine Asset Management
Japan
$3.7M +$232K +809 +7%
PIA
1411
Perennial Investment Advisors
California
$3.69M -$30.9K -108 -0.9%
VCA
1412
Verdence Capital Advisors
Maryland
$3.69M +$26.6K +93 +0.8%
ECM
1413
EagleClaw Capital Management
Massachusetts
$3.68M -$28.6K -100 -0.8%
PFA
1414
Paradigm Financial Advisors
Missouri
$3.68M -$75.9K -265 -2%
WMSA
1415
Weiss Multi-Strategy Advisers
New York
$3.67M +$3.52M +12,291 New
LS
1416
Livforsakringsbolaget Skandia
Sweden
$3.67M -$1.6M -5,600 -31%
LAM
1417
L2 Asset Management
Massachusetts
$3.67M +$2.81M +9,804 +399%
SAM
1418
SignalPoint Asset Management
Missouri
$3.64M +$80.8K +282 +2%
IEFM
1419
IQ EQ Fund Management
Ireland
$3.63M -$2.17M -7,574 -38%
LIM
1420
Leavell Investment Management
Alabama
$3.63M -$22.1K -77 -0.6%
GI
1421
GS Investments
Minnesota
$3.62M -$9.74K -34 -0.3%
PG
1422
Patten Group
Tennessee
$3.62M +$13.7K +48 +0.4%
HDIM
1423
Hanson & Doremus Investment Management
Vermont
$3.61M -$261K -910 -7%
MPM
1424
MBB Public Markets
Illinois
$3.61M +$3.46M +12,073 New
LFM
1425
LGT Fund Management
Liechtenstein
$3.61M +$3.46M +12,070 New

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.