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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
MW
1776
Marcum Wealth
Ohio
$2.14M +$91.7K +320 +5%
ABLA
1777
Alan B. Lancz & Associates
Ohio
$2.14M +$2.05M +7,167 New
JAG
1778
Journey Advisory Group
Kentucky
$2.14M -$276K -965 -12%
BT
1779
Brandywine Trust
Delaware
$2.14M +$911K +3,182 +80%
VCM
1780
Vigilant Capital Management
Maine
$2.13M -$25.5K -89 -1%
CWM
1781
Cahaba Wealth Management
Georgia
$2.13M +$160K +560 +9%
NDSI
1782
Newman Dignan & Sheerar Inc
Rhode Island
$2.13M +$38.7K +135 +2%
PCMC
1783
Private Capital Management (Colorado)
Colorado
$2.13M +$27.2K +95 +1%
MSA
1784
Marino Stram & Associates
Massachusetts
$2.13M +$92.5K +323 +5%
1W
1785
1776 Wealth
Georgia
$2.12M -$143K -500 -7%
HTHT
1786
Hemenway Trust Hemenway Trust
New Hampshire
$2.12M -$137K -480 -6%
PCG
1787
Prosperity Consulting Group
Maryland
$2.11M +$1.89M +6,616 New
LFA
1788
Laraway Financial Advisors
Minnesota
$2.11M +$2.02M +7,050 New
WAG
1789
Winthrop Advisory Group
Massachusetts
$2.11M -$15.8K -55 -0.8%
GCS
1790
Gordian Capital (Singapore)
Singapore
$2.1M +$2.01M +7,027 New
DL
1791
DOHJ LLC
Washington
$2.1M -$96.2K -336 -5%
PSC
1792
Prentiss Smith & Co
Vermont
$2.1M
MMHP
1793
Murphy Middleton Hinkle & Parker
Georgia
$2.1M +$25.5K +89 +1%
AFM
1794
Anson Funds Management
Texas
$2.09M -$859K -3,000 -30%
Credit Agricole
1795
Credit Agricole
France
$2.09M -$639K -2,231 -24%
VFA
1796
Voya Financial Advisors
Connecticut
$2.09M -$264K -922 -12%
6M
1797
6 Meridian
Kansas
$2.09M -$20.3K -71 -1%
PA
1798
Procyon Advisors
Connecticut
$2.09M +$202K +706 +11%
LAS
1799
LWM Advisory Services
Florida
$2.08M +$1.99M +6,958 New
FCM
1800
Fourpath Capital Management
Oklahoma
$2.08M +$1.99M +6,952 New

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.