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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
BHIC
1826
Bassett Hargrove Investment Counsel
Delaware
$1.98M -$35.8K -125 -2%
BWM
1827
Baystate Wealth Management
Massachusetts
$1.98M
VCAM
1828
Van Cleef Asset Management
Ohio
$1.98M +$2.86K +10 +0.2%
KAH
1829
Kathryn A. Hall
$1.97M
WCAMG
1830
Woodard & Company Asset Management Group
North Carolina
$1.97M -$8.88K -31 -0.5%
SW
1831
SlateStone Wealth
Florida
$1.96M +$129K +450 +7%
MSFS
1832
Main Street Financial Solutions
Pennsylvania
$1.96M +$231K +807 +14%
BHWM
1833
Beaird Harris Wealth Management
Texas
$1.96M +$1.88M +6,548 New
CCM
1834
Carlson Capital Management
Minnesota
$1.96M +$312K +1,088 +20%
HA
1835
HYA Advisors
Missouri
$1.96M -$10K -35 -0.5%
LPT
1836
Legacy Private Trust
Wisconsin
$1.95M -$18.6K -65 -1%
CWAG
1837
Compton Wealth Advisory Group
Virginia
$1.94M +$4.87K +17 +0.3%
EDRIA
1838
Edmonds Duncan Registered Investment Advisors
Kansas
$1.94M
FMLI
1839
Fukoku Mutual Life Insurance
Japan
$1.94M +$8.59K +30 +0.5%
JHP
1840
James Hambro & Partners
United Kingdom
$1.93M -$3.44K -12 -0.2%
1WM
1841
1900 Wealth Management
Texas
$1.93M +$2.29K +8 +0.1%
VC
1842
Vestor Capital
Illinois
$1.92M
OWA
1843
Octavia Wealth Advisors
Ohio
$1.92M +$93.4K +326 +5%
CGPCS
1844
Capital Group Private Client Services
California
$1.92M -$15.8K -55 -0.8%
I2I
1845
Insight 2811 Inc
Illinois
$1.92M +$97.7K +341 +6%
LBC
1846
Lowe Brockenbrough & Co
Virginia
$1.91M -$328K -1,146 -15%
LWM
1847
Lyell Wealth Management
California
$1.91M +$71.6K +250 +4%
MCM
1848
Magnolia Capital Management
New York
$1.91M
CA
1849
CoreCap Advisors
Michigan
$1.91M +$1.83M +6,396 New
PFG
1850
Pinnacle Financial Group
Illinois
$1.91M +$1.83M +6,375 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.