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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
BCM
1426
Blume Capital Management
California
$3.61M -$251K -875 -7%
VWA
1427
Visionary Wealth Advisors
Illinois
$3.6M +$3.45M +12,051 New
FHA
1428
Flagship Harbor Advisors
Massachusetts
$3.59M +$17.2K +60 +0.5%
GWCM
1429
Godshalk Welsh Capital Management
Pennsylvania
$3.59M -$35.8K -125 -1%
BW
1430
Basepoint Wealth
Iowa
$3.59M +$3.44M +12,002 New
PTP
1431
Platform Technology Partners
New York
$3.59M +$52.7K +184 +2%
AIA
1432
AIMZ Investment Advisors
California
$3.58M
TCM
1433
Traynor Capital Management
Pennsylvania
$3.58M -$18.9K -66 -0.5%
NFG
1434
Nadler Financial Group
Illinois
$3.57M -$54.4K -190 -2%
BA
1435
Bridgewater Advisors
New York
$3.57M -$859 -3 -0%
CCMG
1436
Clark Capital Management Group
Pennsylvania
$3.57M +$920K +3,212 +37%
IHL
1437
Investment House LLC
California
$3.56M -$163K -570 -5%
TTWM
1438
TCV Trust & Wealth Management
Virginia
$3.55M +$406K +1,418 +14%
JIP
1439
Jaffetilchin Investment Partners
Florida
$3.54M +$156K +545 +5%
RPSA
1440
Richard P. Slaughter Associates
Texas
$3.54M +$79K +276 +2%
BAM
1441
Bosun Asset Management
Illinois
$3.53M +$3.38M +11,795 New
GFS
1442
GYL Financial Synergies
Connecticut
$3.51M +$629K +2,197 +23%
CNFG
1443
Creegan & Nassoura Financial Group
New Hampshire
$3.51M +$10K +35 +0.3%
IWP
1444
Icon Wealth Partners
Texas
$3.5M -$779K -2,721 -19%
LIG
1445
Lokken Investment Group
Delaware
$3.49M -$51.3K -179 -2%
NRW
1446
Nova R Wealth
Kansas
$3.49M +$3.34M +11,677 New
Fiera Capital (Canada)
1447
Fiera Capital (Canada)
Quebec, Canada
$3.49M -$56.7K -198 -2%
BI
1448
Bramshill Investments
Florida
$3.49M
RR
1449
Robotti Robert
$3.48M -$83.9K -293 -2%
MF
1450
Manchester Financial
California
$3.48M +$38.4K +134 +1%

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.