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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
MRI
1476
Mad River Investors
Massachusetts
$3.35M -$809K -2,825 -20%
DG
1477
Doman Group
New York
$3.35M +$3.21M +11,191 New
FCCM
1478
First City Capital Management
Georgia
$3.34M -$133K -463 -4%
AOWM
1479
Alpha Omega Wealth Management
Virginia
$3.34M +$859 +3 +0%
BSG
1480
Black Swift Group
Colorado
$3.34M +$2.58M +9,023 +420%
DI
1481
Diligent Investors
California
$3.34M -$123K -431 -4%
TC
1482
TwinBeech Capital
New York
$3.33M +$1.7M +5,930 +114%
MCA
1483
MSH Capital Advisors
Arizona
$3.33M +$3.19M +11,148 New
BA
1484
Bellwether Advisors
Nebraska
$3.33M -$431K -1,506 -12%
FFC
1485
Fure Financial Corporation
Minnesota
$3.33M -$42.1K -147 -1%
PFBT
1486
Parkside Financial Bank & Trust
Missouri
$3.33M +$701K +2,447 +28%
DHGWA
1487
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3.32M +$3.18M +11,111 New
UHC
1488
Union Heritage Capital
Michigan
$3.32M -$1.15M -4,000 -26%
LIM
1489
Lathrop Investment Management
Arkansas
$3.3M -$85.9K -300 -3%
HG
1490
Herbst Group
Connecticut
$3.3M +$3.16M +11,042 New
CWM
1491
Cornerstone Wealth Management
Missouri
$3.3M -$19.5K -68 -0.6%
DIA
1492
Dana Investment Advisors
Wisconsin
$3.29M -$180K -630 -5%
BM
1493
Bislett Management
California
$3.29M
NWM
1494
Northwest Wealth Management
Iowa
$3.29M +$595K +2,079 +23%
SF
1495
Summit Financial
New Jersey
$3.28M +$93.7K +327 +3%
PAMG
1496
Patton Albertson Miller Group
Tennessee
$3.27M -$51K -178 -2%
DFA
1497
Delta Financial Advisors
Louisiana
$3.27M +$26.1K +91 +0.8%
CPIA
1498
Cornell Pochily Investment Advisors
New York
$3.27M +$78.8K +275 +3%
SAM
1499
Soditic Asset Management
United Kingdom
$3.27M
DIA
1500
Dean Investment Associates
Ohio
$3.26M -$126K -439 -4%

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.