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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
CWS
1626
Confluence Wealth Services
Pennsylvania
$2.67M +$2.56M +8,940 New
ACS
1627
Archford Capital Strategies
Illinois
$2.67M -$27.8K -97 -1%
NCM
1628
Next Capital Management
New York
$2.66M +$57.3K +200 +2%
LSA
1629
Leonteq Securities AG
Switzerland
$2.66M +$301K +1,050 +13%
IMA
1630
Investment Management Associates
Colorado
$2.66M +$188K +658 +8%
BW
1631
Bison Wealth
Georgia
$2.65M -$434K -1,514 -15%
RWM
1632
RKL Wealth Management
Pennsylvania
$2.65M +$49.8K +174 +2%
GKFF
1633
George Kaiser Family Foundation
Oklahoma
$2.65M
AC
1634
Apella Capital
Connecticut
$2.64M -$44.4K -155 -2%
FDS
1635
Freedom Day Solutions
Texas
$2.63M +$81.9K +286 +3%
CWM
1636
Calamos Wealth Management
Illinois
$2.63M +$898K +3,137 +56%
BFS
1637
Baskin Financial Services
Ontario, Canada
$2.62M +$358K +1,250 +17%
FWP
1638
FAS Wealth Partners
Kansas
$2.62M +$2.86K +10 +0.1%
PFSC
1639
Peoples Financial Services Corp
Pennsylvania
$2.62M
ATC
1640
Adirondack Trust Company
New York
$2.62M -$41.5K -145 -2%
FA
1641
FDx Advisors
Illinois
$2.61M +$61.9K +216 +3%
WA1
1642
Wimmer Associates 1
California
$2.6M +$18K +63 +0.7%
HI
1643
Harbour Investments
Wisconsin
$2.6M -$4.81M -16,811 -66%
SCM
1644
SOL Capital Management
Maryland
$2.6M -$51.6K -180 -2%
EWM
1645
Evermay Wealth Management
Virginia
$2.59M -$95.4K -333 -4%
SIC
1646
Sterling Investment Counsel
New York
$2.58M +$2.48M +8,642 New
PWPS
1647
Pinnacle Wealth Planning Services
Ohio
$2.58M +$193K +675 +8%
LA
1648
Latitude Advisors
Florida
$2.58M -$94.5K -330 -4%
VW
1649
Vance Wealth
California
$2.58M +$2.47M +8,623 New
TNBTD
1650
Trustmark National Bank Trust Department
Mississippi
$2.58M +$1.72K +6 +0.1%

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.