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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
CA
1701
Cortland Associates
Missouri
$2.4M +$179K +626 +8%
RW
1702
REDW Wealth
New Mexico
$2.4M +$14.3K +50 +0.6%
NA
1703
Nottingham Advisors
New York
$2.4M -$28.6K -100 -1%
CCC
1704
Crescent Capital Consulting
Louisiana
$2.4M -$240K -837 -9%
MWM
1705
Merriman Wealth Management
Washington
$2.4M +$395K +1,380 +21%
ZCA
1706
Zeke Capital Advisors
Pennsylvania
$2.39M +$492K +1,719 +27%
FAM
1707
Formidable Asset Management
Ohio
$2.38M +$12K +42 +0.5%
AIIMS
1708
Analyst IMS Investment Management Services
Israel
$2.38M +$18.6K +65 +0.8%
CCM
1709
Condor Capital Management
New Jersey
$2.38M +$144K +504 +7%
KFSC
1710
Keystone Financial Services (Colorado)
Colorado
$2.37M +$2.27M +7,940 New
KCA
1711
Karn Couzens & Associates
Connecticut
$2.37M +$47.3K +165 +2%
IC
1712
Intersect Capital
California
$2.36M +$145K +506 +7%
BLC
1713
Brown, Lisle/Cummings
Rhode Island
$2.36M +$2.26M +7,890 New
CCM
1714
Cribstone Capital Management
Maine
$2.36M -$225K -786 -9%
AWS
1715
AJ Wealth Strategies
New York
$2.35M +$666K +2,325 +42%
SG
1716
StoneX Group
New York
$2.34M +$394K +1,375 +21%
PAM
1717
Paradigm Asset Management
New York
$2.34M +$147K +514 +7%
KA
1718
Klingman & Associates
New York
$2.34M +$30.9K +108 +1%
SXL
1719
Summit X LLC
Missouri
$2.33M -$420K -1,465 -16%
GC
1720
Garde Capital
Washington
$2.33M +$4.01K +14 +0.2%
LCP
1721
Legacy Capital Partners
Wisconsin
$2.33M +$122K +425 +6%
VAS
1722
Vestmark Advisory Solutions
Massachusetts
$2.33M +$29.5K +103 +1%
IMOV
1723
Investment Management of Virginia
Virginia
$2.33M +$186K +650 +9%
WGAM
1724
Wilkinson Global Asset Management
New York
$2.32M -$162K -564 -7%
OC
1725
Oakworth Capital
Alabama
$2.32M +$105K +366 +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.