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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
ANB
1851
Amarillo National Bank
Texas
$1.9M +$229K +800 +14%
CCM
1852
Consolidated Capital Management
California
$1.9M
CPO
1853
Cerity Partners OCIO
New York
$1.9M -$14.9K -52 -0.8%
SAM
1854
Seelaus Asset Management
New Jersey
$1.9M -$10K -35 -0.5%
AB
1855
Atlas Brown
Kentucky
$1.9M +$454K +1,585 +33%
MCM
1856
Maple Capital Management
Vermont
$1.89M +$432K +1,510 +31%
AA
1857
Alesco Advisors
New York
$1.89M -$25.8K -90 -1%
BFG
1858
Bouchey Financial Group
New York
$1.88M +$23.5K +82 +1%
GWAG
1859
Garrett Wealth Advisory Group
Texas
$1.88M -$9.16K -32 -0.5%
PP
1860
Pegasus Partners
Wisconsin
$1.88M -$334K -1,167 -16%
EIA
1861
Eldridge Investment Advisors
New Hampshire
$1.88M -$14.3K -50 -0.8%
SCM
1862
Spreng Capital Management
Ohio
$1.87M -$94.8K -331 -5%
FFS
1863
Founders Financial Securities
Maryland
$1.87M +$4.3K +15 +0.2%
ICM
1864
IMS Capital Management
Oregon
$1.86M +$176K +615 +11%
SCM
1865
Sterneck Capital Management
Missouri
$1.86M +$4.87K +17 +0.3%
SDWMA
1866
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.86M +$53.8K +188 +3%
SFG
1867
StrategIQ Financial Group
Indiana
$1.85M +$1.08M +3,763 +154%
IDA
1868
Intelligence Driven Advisers
California
$1.85M -$145K -508 -8%
AAM
1869
Aureus Asset Management
Massachusetts
$1.85M +$1.43K +5 +0.1%
CBB
1870
Citizens Business Bank
California
$1.85M +$8.88K +31 +0.5%
AMG
1871
Asset Management Group
Connecticut
$1.85M -$6.3K -22 -0.4%
HI
1872
Hudock Inc
Pennsylvania
$1.84M
NB
1873
Northwest Bancshares
Pennsylvania
$1.84M
1WA
1874
180 Wealth Advisors
Washington
$1.83M +$1.43K +5 +0.1%
BWM
1875
BCGM Wealth Management
Indiana
$1.83M +$108K +377 +7%

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.