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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
ST
1601
Sabal Trust
Florida
$2.79M -$43.5K -152 -2%
HA
1602
Harfst & Associates
Wyoming
$2.79M +$45.8K +160 +2%
ACM
1603
Ashford Capital Management
Delaware
$2.79M +$381K +1,329 +17%
LL
1604
LPWM LLC
Minnesota
$2.78M
CBFP
1605
Cedar Brook Financial Partners
Ohio
$2.78M +$121K +423 +5%
DCM
1606
Donaldson Capital Management
Indiana
$2.77M +$475K +1,658 +22%
AWM
1607
Aberdeen Wealth Management
Illinois
$2.77M +$2K +7 +0.1%
BWA
1608
BDO Wealth Advisors
Florida
$2.76M +$168K +586 +7%
DTIM
1609
Danda Trouve Investment Management
Kansas
$2.76M +$252K +879 +11%
RIG
1610
RiverFront Investment Group
Virginia
$2.76M +$2.64M +9,233 New
V
1611
VeraBank
Texas
$2.75M +$26.6K +93 +1%
IIM
1612
InTrack Investment Management
Vermont
$2.75M -$131K -459 -5%
MCCP
1613
Mission Creek Capital Partners
California
$2.75M +$16.3K +57 +0.6%
JWCA
1614
J.W. Coons Advisors
Ohio
$2.75M -$52.1K -182 -2%
DCM
1615
Dimension Capital Management
Florida
$2.74M +$54.7K +191 +2%
EP
1616
Edgestream Partners
New Jersey
$2.73M -$1.79M -6,264 -41%
CIM
1617
CIM Investment Management
Pennsylvania
$2.73M -$47.3K -165 -2%
CHP
1618
Cable Hill Partners
Oregon
$2.73M +$964K +3,366 +58%
DA
1619
Dash Acquisitions
California
$2.73M -$80.8K -282 -3%
LFS
1620
Legacy Financial Strategies
Kansas
$2.73M
CAAS
1621
Capital Asset Advisory Services
Michigan
$2.72M +$117K +410 +5%
EVM
1622
Evelyn V. Moreno
$2.72M -$606K -2,117 -19%
Financial Engines Advisors
1623
Financial Engines Advisors
California
$2.71M -$877K -3,062 -25%
LHC
1624
Little House Capital
Massachusetts
$2.71M +$133K +463 +5%
PNC
1625
Park National Corp
Ohio
$2.68M -$125K -436 -5%

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.