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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
AWE
1451
Avidian Wealth Enterprises
Texas
$3.47M -$145K -507 -4%
CFMC
1452
Curbstone Financial Management Corp
New Hampshire
$3.47M -$112K -390 -3%
TIA
1453
Tiemann Investment Advisors
California
$3.47M +$5.73K +20 +0.2%
LRI
1454
Linden Rose Investment
Texas
$3.47M +$3.32M +11,606 New
TA
1455
Tiedemann Advisors
New York
$3.46M -$15.8K -55 -0.5%
LFG
1456
Larson Financial Group
Missouri
$3.45M -$287K -1,003 -8%
TSWM
1457
Tyler-Stone Wealth Management
Ohio
$3.45M +$3.31M +11,543 New
CI
1458
CX Institutional
Indiana
$3.44M -$93.1K -325 -3%
CFG
1459
Citizens Financial Group
Rhode Island
$3.42M -$140K -488 -4%
IA
1460
IndexIQ Advisors
New York
$3.42M +$82.8K +289 +3%
BIAS
1461
Beacon Investment Advisory Services
New Jersey
$3.42M +$97.7K +341 +3%
CGA
1462
Channing Global Advisors
Florida
$3.42M +$3.27M +11,430 New
FCFS
1463
First Command Financial Services
Texas
$3.41M -$82.2K -287 -2%
SAMC
1464
Spectrum Asset Management (California)
California
$3.41M -$40.4K -141 -1%
IP
1465
Intellectus Partners
California
$3.4M -$146K -510 -4%
CAG
1466
Curtis Advisory Group
California
$3.4M +$11.5K +40 +0.4%
ACM
1467
Allred Capital Management
Texas
$3.4M +$101K +351 +3%
MSR
1468
Main Street Research
Connecticut
$3.39M +$367K +1,281 +13%
WP
1469
WMS Partners
Maryland
$3.39M -$122K -427 -4%
WTB
1470
Washington Trust Bank
Washington
$3.39M -$55K -192 -2%
LC
1471
Legacy CG
Texas
$3.39M +$3.25M +11,335 New
AA
1472
Aire Advisors
California
$3.39M +$3.24M +11,327 New
PWS
1473
Peterson Wealth Services
Utah
$3.37M +$3.23M +11,275 New
CIC
1474
Chilton Investment Company
Connecticut
$3.36M +$193K +673 +6%
BFA
1475
Bragg Financial Advisors
North Carolina
$3.35M

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.