We are live on ! Find out more
BRK.B icon

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
GWSG
1551
GPS Wealth Strategies Group
Colorado
$3.03M -$38.7K -135 -1%
UWM
1552
Udine Wealth Management
Florida
$3.02M +$2.9M +10,112 New
AG
1553
Ascent Group
Virginia
$3.02M +$2.83M +9,894 New
FC
1554
Forte Capital
New York
$3.01M -$393K -1,371 -12%
RHDIC
1555
R.H. Dinel Investment Counsel
California
$3M
PWA
1556
Phoenix Wealth Advisors
North Carolina
$3M -$89.9K -314 -3%
BBHBI
1557
B, B, H, & B Inc
Alabama
$3M -$14.3K -50 -0.5%
IAIM
1558
International Assets Investment Management
Florida
$3M -$6.95M -24,282 -71%
LC
1559
Longitude (Cayman)
Cayman Islands
$2.99M -$4.34M -15,150 -60%
OAMG
1560
Odey Asset Management Group
United Kingdom
$2.99M
GIM
1561
Guardian Investment Management
California
$2.99M -$602K -2,101 -17%
PWP
1562
Pursue Wealth Partners
California
$2.97M +$2.84M +9,925 New
EAM
1563
Erste Asset Management
Austria
$2.96M +$67.9K +237 +2%
FC
1564
Ferris Capital
Massachusetts
$2.96M
FWM
1565
Focused Wealth Management
New York
$2.95M +$1.43K +5 +0.1%
ARMC
1566
American Research & Management Company
Massachusetts
$2.95M
BA
1567
Ballast Advisors
Minnesota
$2.95M +$127K +445 +5%
HPWM
1568
Highland Private Wealth Management
Washington
$2.94M -$335K -1,169 -11%
PAG
1569
Private Advisory Group
Washington
$2.93M +$413K +1,443 +17%
NAM
1570
NorthCrest Asset Manangement
Minnesota
$2.93M +$2.81M +9,807 New
AAM
1571
Advisors Asset Management
Colorado
$2.93M +$254K +887 +10%
KTC
1572
Kistler-Tiffany Companies
Pennsylvania
$2.92M -$10.3K -36 -0.4%
SFA
1573
Semmax Financial Advisors
North Carolina
$2.92M -$832K -2,906 -23%
WA
1574
WealthTrust Axiom
Pennsylvania
$2.92M +$10K +35 +0.4%
DMBA
1575
Deseret Mutual Benefit Administrators
Utah
$2.92M +$112K +391 +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.