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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
NERM
1651
New England Research & Management
Illinois
$2.58M +$286K +1,000 +13%
DWM
1652
Dakota Wealth Management
Florida
$2.57M +$174K +607 +8%
MYLI
1653
Meiji Yasuda Life Insurance
Japan
$2.56M -$629K -2,195 -20%
DWM
1654
Drive Wealth Management
Utah
$2.56M +$2.46M +8,579 New
TC
1655
Truvestments Capital
Florida
$2.56M +$10.3K +36 +0.4%
WPA
1656
Winning Points Advisors
Florida
$2.56M -$52.7K -184 -2%
CPA
1657
Cardiff Park Advisors
California
$2.56M +$2.45M +8,567 New
PC
1658
Prairiewood Capital
North Dakota
$2.56M -$51.8K -181 -2%
WPC
1659
Waters Parkerson & Co
Louisiana
$2.56M +$2.86K +10 +0.1%
VIA
1660
Vickerman Investment Advisors
Washington
$2.55M -$50.4K -176 -2%
ICM
1661
Islay Capital Management
Texas
$2.54M +$305K +1,065 +14%
ADL
1662
Asset Dedication LLC
California
$2.54M +$205K +715 +9%
SIC
1663
Schwartz Investment Counsel
Michigan
$2.54M
AMM
1664
American Money Management
California
$2.53M +$8.59K +30 +0.4%
PHK
1665
Point72 Hong Kong
Hong Kong
$2.52M +$2.4M +8,386 +18,230%
MADR
1666
Milestones Administradora de Recursos
Brazil
$2.52M +$2.41M +8,430 New
CWMU
1667
Caliber Wealth Management (Utah)
Utah
$2.52M +$438K +1,529 +24%
ARMT
1668
Amica Retiree Medical Trust
Rhode Island
$2.52M -$379K -1,323 -14%
CAWM
1669
Capital Advisors Wealth Management
Washington
$2.51M +$135K +470 +6%
Jacobs Levy Equity Management
1670
Jacobs Levy Equity Management
New Jersey
$2.51M -$18.9K -66 -0.8%
PFS
1671
Physicians Financial Services
North Carolina
$2.51M -$21.5K -75 -0.9%
PFG
1672
Peterson Financial Group
Iowa
$2.5M +$2.4M +8,369 New
BWM
1673
BigSur Wealth Management
Florida
$2.5M +$573K +2,000 +31%
CFS
1674
CRA Financial Services
New Jersey
$2.5M +$37.2K +130 +2%
HBCM
1675
Heron Bay Capital Management
Michigan
$2.5M -$7.16K -25 -0.3%

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.