We are live on ! Find out more
BRK.B icon

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
GA
1901
Geller Advisors
New York
$1.78M -$3.72K -13 -0.2%
AWC
1902
Adamsbrown Wealth Consultants
Kansas
$1.78M +$1.7M +5,952 New
TB
1903
Treynor Bancshares
Iowa
$1.78M +$1.71M +5,954 New
LWA
1904
Lineweaver Wealth Advisors
Ohio
$1.78M -$18.3K -64 -1%
TAM
1905
Townsend Asset Management
North Carolina
$1.77M
GGS
1906
Galvin Gaustad & Stein
Arizona
$1.77M -$46.7K -163 -3%
MCM
1907
Monarch Capital Management
Indiana
$1.77M
BMCM
1908
Bryn Mawr Capital Management
Pennsylvania
$1.77M +$5.44K +19 +0.3%
SWM
1909
Sendero Wealth Management
Texas
$1.77M +$1.69M +5,907 New
VCM
1910
Vivaldi Capital Management
Illinois
$1.76M +$89.4K +312 +6%
TW
1911
TrinityPoint Wealth
Connecticut
$1.76M -$57.3K -200 -3%
B
1912
Barings
North Carolina
$1.76M +$855K +2,987 +103%
LRIA
1913
Leonard Rickey Investment Advisors
Washington
$1.75M +$4.3K +15 +0.3%
MI
1914
Markston International
New York
$1.75M -$400K -1,396 -19%
JSL
1915
JT Stratford LLC
Georgia
$1.75M +$859 +3 +0.1%
FWM
1916
Fairhaven Wealth Management
Illinois
$1.74M -$45K -157 -3%
CIP
1917
Convergence Investment Partners
Florida
$1.74M -$55.6K -194 -3%
TA
1918
Tectonic Advisors
Texas
$1.74M -$33.2K -116 -2%
SAM
1919
Steinberg Asset Management
New York
$1.74M -$231K -806 -12%
EC
1920
Enhancing Capital
Pennsylvania
$1.73M +$1.66M +5,797 New
AAS
1921
Annex Advisory Services
Wisconsin
$1.73M +$515K +1,798 +45%
HCM
1922
Hall Capital Management
Rhode Island
$1.73M -$136K -475 -8%
TRIA
1923
Trail Ridge Investment Advisors
Colorado
$1.72M +$1.65M +5,753 New
SL
1924
Stevard LLC
Illinois
$1.72M
SIMG
1925
Sonora Investment Management Group
Arizona
$1.72M +$1.65M +5,750 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.