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
BIP
1926
Blueprint Investment Partners
North Carolina
$1.72M +$689K +2,407 +72%
WSC
1927
Wellington Shields & Co
New York
$1.72M +$190K +665 +13%
WCG
1928
Weaver Consulting Group
California
$1.71M -$35.2K -123 -2%
SA
1929
SL Advisors
New Jersey
$1.71M -$14.9K -52 -0.9%
BAM
1930
Blueshift Asset Management
New Jersey
$1.71M -$2.53M -8,821 -61%
IF
1931
Intrua Financial
Texas
$1.71M -$41.8K -146 -2%
SCM
1932
Southport Capital Management
Tennessee
$1.71M +$523K +1,826 +47%
PAMP
1933
Polar Asset Management Partners
Ontario, Canada
$1.7M +$182K +634 +13%
RHBC
1934
R.H. Bluestein & Co
Michigan
$1.7M +$172K +600 +12%
AIP
1935
Almanack Investment Partners
Pennsylvania
$1.7M -$7.45K -26 -0.5%
JAFL
1936
Jay A. Fishman Ltd
Michigan
$1.69M
SIC
1937
SJS Investment Consulting
Ohio
$1.69M +$1.62M +5,647 New
RW
1938
Rede Wealth
Virginia
$1.68M +$9.45K +33 +0.6%
MWM
1939
Mattern Wealth Management
Kansas
$1.67M -$20.3K -71 -1%
RFA
1940
Resurgent Financial Advisors
Georgia
$1.66M +$1.59M +5,556 New
GP
1941
Girard Partners
Pennsylvania
$1.66M -$21.5K -75 -1%
NQWM
1942
Northwest Quadrant Wealth Management
Oregon
$1.65M +$143K +500 +10%
PFGIA
1943
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M -$647K -2,260 -29%
NAS
1944
Nicolet Advisory Services
Wisconsin
$1.65M -$120K -419 -7%
NGA
1945
Naples Global Advisors
Florida
$1.64M
SAS
1946
Sanford Advisory Services
Michigan
$1.64M +$4.58K +16 +0.3%
DBRC
1947
D.B. Root & Company
Pennsylvania
$1.64M -$19.5K -68 -1%
FEG
1948
Financial Enhancement Group
Indiana
$1.64M +$61.9K +216 +4%
QPWM
1949
Quadrant Private Wealth Management
Pennsylvania
$1.63M
GSWM
1950
Golden State Wealth Management
California
$1.63M +$19.8K +69 +1%

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.