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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
AIM
1876
Avity Investment Management
Connecticut
$1.83M -$2.86K -10 -0.2%
HFG
1877
Heron Financial Group
New York
$1.83M
GFP
1878
Guardian Financial Partners
California
$1.83M +$1.75M +6,117 New
LW
1879
Linscomb Wealth
Texas
$1.83M -$25.5K -89 -1%
WC
1880
Winmill & Co
New York
$1.83M
NWA
1881
New World Advisors
Massachusetts
$1.82M +$28.6K +100 +2%
WPWM
1882
Western Pacific Wealth Management
Illinois
$1.81M +$1.74M +6,067 New
HWMG
1883
Hurlow Wealth Management Group
Indiana
$1.81M +$118K +413 +5%
VCM
1884
Vision Capital Management
Oregon
$1.81M -$43K -150 -2%
APG
1885
Abacus Planning Group
South Carolina
$1.81M -$74.2K -259 -4%
AWP
1886
Abacus Wealth Partners
California
$1.81M +$573 +2 +0%
EWS
1887
Evergreen Wealth Solutions
Pennsylvania
$1.8M +$1.73M +6,036 New
GWM
1888
Greenwich Wealth Management
Connecticut
$1.8M +$48.1K +168 +3%
MFS
1889
Madrona Financial Services
Washington
$1.8M -$59K -206 -3%
GWM
1890
GSB Wealth Management
Connecticut
$1.8M +$1.73M +6,026 New
TAM
1891
Tealwood Asset Management
Minnesota
$1.8M -$171K -596 -9%
PTC
1892
Provident Trust Company
Wisconsin
$1.8M
TCM
1893
Tufton Capital Management
Maryland
$1.8M +$10K +35 +0.6%
OWIM
1894
Old West Investment Management
California
$1.8M +$56.4K +197 +3%
EGM
1895
Engineers Gate Manager
New York
$1.8M +$579K +2,023 +51%
FCM
1896
Firestone Capital Management
Florida
$1.8M +$258K +900 +18%
BCC
1897
Biglari Capital Corp
Texas
$1.79M
JWM
1898
Jupiter Wealth Management
Colorado
$1.79M +$27.2K +95 +2%
BWM
1899
BCS Wealth Management
Tennessee
$1.79M +$320K +1,118 +23%
FA
1900
Fiducient Advisors
Illinois
$1.79M +$273K +954 +19%

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.