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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
FFN
1676
Focus Financial Network
Minnesota
$2.49M +$570K +1,990 +31%
TLCM
1677
Twin Lakes Capital Management
California
$2.48M -$11.2K -39 -0.5%
AA
1678
Aufman Associates
Pennsylvania
$2.48M
IIM
1679
Intact Investment Management
Quebec, Canada
$2.48M +$229K +800 +11%
SIAP
1680
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.48M -$28.6K -100 -1%
SAM
1681
Security Asset Management
New York
$2.48M -$174K -606 -7%
AMC
1682
Asset Management Corp
Illinois
$2.47M -$21.5K -75 -0.9%
CWM
1683
C2C Wealth Management
Arizona
$2.46M +$2.36M +8,242 New
SW
1684
SteelPeak Wealth
California
$2.46M -$724K -2,529 -23%
WCM
1685
Whitener Capital Management
North Carolina
$2.46M +$241K +840 +11%
AR
1686
Advisory Research
Illinois
$2.46M +$171K +598 +8%
LAIC
1687
Lederer & Associates Investment Counsel
California
$2.46M +$150K +523 +7%
AC
1688
Avestar Capital
New York
$2.45M +$297K +1,036 +14%
BZWA
1689
Blue Zone Wealth Advisors
California
$2.45M +$39K +136 +2%
WAM
1690
Weatherly Asset Management
California
$2.44M -$252K -880 -10%
OC
1691
Oarsman Capital
Wisconsin
$2.44M -$391K -1,365 -14%
FAT
1692
First American Trust
California
$2.43M +$85.6K +299 +4%
BP
1693
BBR Partners
New York
$2.43M -$346K -1,209 -13%
CIAS
1694
Capital Investment Advisory Services
North Carolina
$2.42M -$69.3K -242 -3%
LG
1695
LaFleur & Godfrey
Michigan
$2.42M -$7.16K -25 -0.3%
WAOTB
1696
Wealth Advisors of Tampa Bay
Florida
$2.42M +$1.25M +4,352 +116%
QI
1697
Qtron Investments
Massachusetts
$2.42M
SIG
1698
Sargent Investment Group
Maryland
$2.41M -$504K -1,759 -18%
CBA
1699
Coastal Bridge Advisors
Connecticut
$2.41M +$343K +1,196 +17%
ROTUOC
1700
Regents of the University of California
California
$2.4M

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.