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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
PHIC
1526
Pine Haven Investment Counsel
Massachusetts
$3.12M +$2.99M +10,448 New
BDF
1527
Balasa Dinverno & Foltz
$3.12M +$53.8K +188 +2%
IFWM
1528
Institute for Wealth Management
Colorado
$3.11M -$276K -962 -8%
TC
1529
Trust Company
Kansas
$3.11M -$574K -2,003 -16%
STA
1530
Summit Trail Advisors
New York
$3.11M -$308K -1,077 -9%
LC
1531
Lindbrook Capital
California
$3.11M +$1.57M +5,486 +112%
GSWM
1532
Greenup Street Wealth Management
Michigan
$3.11M +$2.98M +10,397 New
SA
1533
SRH Advisors
Kansas
$3.1M -$172K -600 -5%
LIA
1534
LBMC Investment Advisors
Tennessee
$3.1M -$43K -150 -1%
WWM
1535
Windsor Wealth Management
Indiana
$3.09M -$244K -852 -8%
Fuller & Thaler Asset Management
1536
Fuller & Thaler Asset Management
California
$3.09M -$430K -1,500 -13%
AFP
1537
Ausdal Financial Partners
Iowa
$3.09M +$286K +999 +11%
DWT
1538
Dorsey & Whitney Trust
South Dakota
$3.09M +$58.7K +205 +2%
SDH
1539
Sloy Dahl & Holst
Washington
$3.08M
SCG
1540
Sonata Capital Group
Washington
$3.07M -$57.3K -200 -2%
PGWM
1541
Parisi Gray Wealth Management
New Jersey
$3.07M +$39K +136 +1%
OIM
1542
Orca Investment Management
Oregon
$3.07M -$47.3K -165 -2%
RBFC
1543
Roman Butler Fullerton & Co
Missouri
$3.07M +$20K +70 +0.7%
BSA
1544
Bull Street Advisors
Georgia
$3.06M +$14.3K +50 +0.5%
TSWM
1545
Triangle Securities Wealth Management
North Carolina
$3.06M +$6.59K +23 +0.2%
VA
1546
Valmark Advisers
Ohio
$3.05M -$113K -394 -4%
VC
1547
Vicus Capital
Pennsylvania
$3.04M +$2.73M +9,525 New
MFS
1548
Mirabella Financial Services
United Kingdom
$3.04M +$2.91M +10,158 New
BOPW
1549
Brandywine Oak Private Wealth
Pennsylvania
$3.03M -$55.3K -193 -2%
TSS
1550
Thomas Story & Son
Indiana
$3.03M -$310K -1,084 -10%

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.