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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
LOAMS
1801
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.08M +$1.99M +6,950 New
ZIC
1802
ZWJ Investment Counsel
Georgia
$2.08M +$1.99M +6,945 New
HIC
1803
Holderness Investments Company
North Carolina
$2.08M +$30.1K +105 +2%
NB
1804
Nicolet Bankshares
Wisconsin
$2.07M +$60.4K +211 +3%
AO
1805
Allen Operations
New York
$2.06M
CS
1806
Comerica Securities
Michigan
$2.06M +$150K +522 +8%
PCI
1807
Planning Center Inc
Illinois
$2.05M +$1.84M +6,425 New
Cohen & Steers
1808
Cohen & Steers
New York
$2.05M
FCA
1809
FLC Capital Advisors
California
$2.04M
MCA
1810
Magnolia Capital Advisors
Mississippi
$2.03M -$45.8K -160 -2%
FQ
1811
First Quadrant
California
$2.03M -$19.5K -68 -1%
BAM
1812
Brave Asset Management
New Jersey
$2.02M -$6.59K -23 -0.3%
FMB
1813
Field & Main Bank
Kentucky
$2.02M +$31.5K +110 +2%
GC
1814
Gibson Capital
Pennsylvania
$2.01M +$871K +3,041 +82%
FWM
1815
Fingerlakes Wealth Management
New York
$2.01M +$1.92M +6,708 New
I
1816
INVST
Indiana
$2M -$139K -486 -7%
VR
1817
Viridian RIA
Washington
$2M +$65K +227 +4%
FCG
1818
Financial Connections Group
California
$2M +$1.91M +6,686 New
Kayne Anderson Rudnick Investment Management
1819
Kayne Anderson Rudnick Investment Management
California
$2M +$6.01K +21 +0.3%
PF
1820
Phoenix Financial
Israel
$1.99M -$88.2K -308 -4%
PPG
1821
Peak Planning Group
Colorado
$1.99M -$47.5K -166 -2%
SC
1822
Searle & Co
Connecticut
$1.99M -$54.4K -190 -3%
MECA
1823
Miller Equity Capital Advisors
Texas
$1.99M
QCM
1824
Quest Capital Management
Texas
$1.98M +$59.6K +208 +3%
CWM
1825
Connecticut Wealth Management
Connecticut
$1.98M -$3.44K -12 -0.2%

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.