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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
GSEP
1576
Golden State Equity Partners
California
$2.92M -$91.7K -320 -3%
FSA
1577
Fort Sheridan Advisors
Illinois
$2.91M +$106K +369 +4%
CWS
1578
Cypress Wealth Services
California
$2.9M +$6.01K +21 +0.2%
MPCL
1579
My Personal CFO LLC
Washington
$2.9M +$2.78M +9,702 New
BCM
1580
BTR Capital Management
California
$2.89M +$41.2K +144 +2%
MA
1581
Mezzasalma Advisors
New Jersey
$2.88M -$286 -1 -0%
VNA
1582
Valley National Advisers
Pennsylvania
$2.88M -$29.2K -102 -1%
ACP
1583
Ashfield Capital Partners
California
$2.88M -$28.6K -100 -1%
LFA
1584
Landmark Financial Advisors
Kentucky
$2.87M -$97.1K -339 -3%
C
1585
Certuity
Florida
$2.86M -$153K -533 -5%
GL
1586
Graypoint LLC
New York
$2.86M +$1.11M +3,873 +68%
RPWA
1587
Regent Peak Wealth Advisors
Georgia
$2.86M +$43.2K +151 +2%
CPWMP
1588
Cardinal Point Wealth Management Partners
California
$2.85M +$2.73M +9,541 New
LRPA
1589
L. Roy Papp & Associates
Arizona
$2.85M +$12.3K +43 +0.5%
AW
1590
ACG Wealth
Georgia
$2.85M -$180K -629 -6%
WPC
1591
Wedmont Private Capital
Pennsylvania
$2.85M +$2.54M +8,859 New
BWM
1592
BerganKDV Wealth Management
Minnesota
$2.85M -$84.2K -294 -3%
RF
1593
Resolute Financial
Massachusetts
$2.84M +$2.72M +9,510 New
DM
1594
Delphi Management
Massachusetts
$2.84M +$130K +455 +5%
MFG
1595
Merit Financial Group
Georgia
$2.84M +$82.8K +289 +3%
NF
1596
NTB Financial
Colorado
$2.83M +$2.71M +9,476 New
TFM
1597
TFC Financial Management
Massachusetts
$2.83M -$31.5K -110 -1%
AFIA
1598
America First Investment Advisors
Nebraska
$2.82M -$28.6K -100 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
1599
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.81M -$1.72M -5,988 -39%
OCM
1600
Orser Capital Management
Texas
$2.8M -$18K -63 -0.7%

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.