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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
EWM
1751
Endurance Wealth Management
Rhode Island
$2.22M -$2.86K -10 -0.1%
BWP
1752
Baldwin Wealth Partners
Massachusetts
$2.22M
SIAG
1753
Signet Investment Advisory Group
Rhode Island
$2.22M +$100K +350 +5%
HP
1754
Hikari Power
Japan
$2.21M
IRAG
1755
Investment Research & Advisory Group
Georgia
$2.21M +$178K +623 +9%
PCFFS
1756
Pacific Center for Financial Services
California
$2.21M +$117K +407 +6%
PCS
1757
Personal CFO Solutions
New Jersey
$2.2M -$1.15K -4 -0.1%
SMC
1758
Smith, Moore & Co
Missouri
$2.2M -$71.6K -250 -3%
JBA
1759
Johnson Bixby & Associates
Washington
$2.19M -$8.02K -28 -0.4%
FAG
1760
Financial Advisory Group
Texas
$2.19M
EFSCE
1761
Enterprise Financial Services Corp (EFSC)
Missouri
$2.19M -$1.02M -3,546 -33%
S
1762
SimplyRich
California
$2.19M -$859 -3 -0%
MS
1763
Maven Securities
Jersey
$2.19M +$113K +395 +6%
PWS
1764
Paragon Wealth Strategies
Florida
$2.18M -$286K -1,000 -12%
CSB
1765
City State Bank
Iowa
$2.18M +$2.09M +7,286 New
RM
1766
Resource Management
Louisiana
$2.17M -$28.6K -100 -1%
BBNA
1767
Bremer Bank National Association
Minnesota
$2.17M -$123K -431 -6%
BF
1768
Blankinship & Foster
California
$2.17M
SWA
1769
Sax Wealth Advisors
New Jersey
$2.17M +$1.1M +3,848 +113%
JF
1770
JSF Financial
California
$2.16M +$7.16K +25 +0.3%
UCI
1771
Uncommon Cents Investing
Wisconsin
$2.16M +$294K +1,027 +17%
EB
1772
Eastern Bank
Massachusetts
$2.15M +$1.5M +5,243 +268%
TIAM2
1773
Tru Independence Asset Management 2
Oregon
$2.15M +$1.84M +6,432 +843%
BSB
1774
Bangor Savings Bank
Maine
$2.15M +$57.6K +201 +3%
HIP
1775
HUB Investment Partners
Texas
$2.15M +$12.3K +43 +0.6%

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.