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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
RFA
1501
Reilly Financial Advisors
California
$3.26M -$89.9K -314 -3%
SIA
1502
Soltis Investment Advisors
Utah
$3.26M +$497K +1,735 +19%
LA
1503
Lynch & Associates
Indiana
$3.25M -$67K -234 -2%
CWA
1504
Capital Wealth Alliance
Arizona
$3.25M +$44.1K +154 +1%
GKWIM
1505
Gerber Kawasaki Wealth & Investment Management
California
$3.24M -$20.6K -72 -0.7%
STAS
1506
Strong Tower Advisory Services
Minnesota
$3.24M +$21.2K +74 +0.7%
EP
1507
EPIQ Partners
Minnesota
$3.23M +$151K +527 +5%
MA
1508
MONECO Advisors
Connecticut
$3.23M -$105K -367 -3%
BL
1509
Balentine LLC
Georgia
$3.23M +$797K +2,782 +35%
BIM
1510
Barton Investment Management
Pennsylvania
$3.22M -$8.59K -30 -0.3%
ACA
1511
Atlas Capital Advisors
Wyoming
$3.21M
MWA
1512
Meridian Wealth Advisors
Texas
$3.21M -$18.3K -64 -0.6%
JFA
1513
JNBA Financial Advisors
Minnesota
$3.2M +$49.3K +172 +2%
FCB
1514
First Command Bank
Texas
$3.19M
IIC
1515
Integrated Investment Consultants
Michigan
$3.19M -$479K -1,673 -14%
HC
1516
Hourglass Capital
Texas
$3.19M -$143K -500 -4%
XSC
1517
X-Square Capital
Puerto Rico
$3.19M +$5.73K +20 +0.2%
MG
1518
Mather Group
Illinois
$3.18M +$168K +588 +6%
AFA
1519
Abacus FCF Advisors
Florida
$3.17M
HFM
1520
Hartford Financial Management
Connecticut
$3.17M -$4.3K -15 -0.1%
CCFCSB
1521
Cape Cod Five Cents Savings Bank
Massachusetts
$3.16M -$134K -469 -4%
FMBTD
1522
First Midwest Bank Trust Division
Illinois
$3.15M +$359K +1,255 +14%
PFA
1523
Professional Financial Advisors
Nebraska
$3.14M -$23.8K -83 -0.8%
LA
1524
Legacy Advisors
Pennsylvania
$3.14M +$3.01M +10,500 New
PG
1525
Pendal Group
Australia
$3.13M

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.