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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
CNC
1726
Canandaigua National Corp
New York
$2.32M +$415K +1,450 +23%
AIS
1727
American Investment Services
Massachusetts
$2.31M +$12K +42 +0.5%
JCM
1728
Jag Capital Management
Missouri
$2.31M
CFO
1729
Capitol Family Office
Oregon
$2.31M +$2.21M +7,709 New
PTCG
1730
Pring Turner Capital Group
California
$2.3M +$2.21M +7,706 New
RPC
1731
Rossmore Private Capital
Connecticut
$2.3M -$40.1K -140 -2%
TC
1732
Trilogy Capital
California
$2.28M +$11.5K +40 +0.5%
MCM
1733
Maryland Capital Management
Maryland
$2.28M -$54.1K -189 -2%
NAM
1734
NTV Asset Management
West Virginia
$2.28M
WA
1735
Waverly Advisors
Alabama
$2.28M +$86.8K +303 +4%
HHGA
1736
Halbert Hargrove Global Advisors
California
$2.27M -$12K -42 -0.6%
EGA
1737
E&G Advisors
Texas
$2.27M +$573 +2 +0%
MFW
1738
Mosaic Family Wealth
Missouri
$2.27M +$46.1K +161 +2%
SCA
1739
Snowden Capital Advisors
New York
$2.25M -$9.26M -32,346 -81%
SFG
1740
SNS Financial Group
Minnesota
$2.25M +$2.58K +9 +0.1%
LNWTC
1741
Laird Norton Wetherby Trust Company
Washington
$2.25M -$49.8K -174 -2%
CCA
1742
Childress Capital Advisors
Texas
$2.25M -$287K -1,002 -12%
WW
1743
Westshore Wealth
California
$2.25M +$200K +700 +10%
SB
1744
Strategic Blueprint
Georgia
$2.24M +$50.1K +175 +2%
EWM
1745
EPG Wealth Management
Georgia
$2.24M +$504K +1,758 +31%
MGWM
1746
Marks Group Wealth Management
Minnesota
$2.23M +$390K +1,361 +22%
EA
1747
Ellsworth Advisors
Ohio
$2.23M +$95.1K +332 +5%
VDI
1748
Vaughan David Investments
Illinois
$2.23M +$34.7K +121 +2%
MSFP
1749
Mark Sheptoff Financial Planning
Connecticut
$2.23M -$8.59K -30 -0.4%
REMPR
1750
Roof Eidam Maycock Peralta (REMP)
California
$2.22M +$329K +1,150 +18%

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.