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
BAM
1951
Baldrige Asset Management
Pennsylvania
$1.63M -$20.6K -72 -1%
GCM
1952
G2 Capital Management
Ohio
$1.63M +$1.56M +5,441 New
RWA
1953
Redhawk Wealth Advisors
Minnesota
$1.63M +$5.16K +18 +0.3%
AFG
1954
Arkansas Financial Group
Arkansas
$1.62M
ED
1955
Exane Derivatives
France
$1.62M +$88.5K +309 +6%
MA
1956
Modus Advisors
Minnesota
$1.62M -$35.2K -123 -2%
AA
1957
Addison Advisors
Vermont
$1.61M +$1.25M +4,351 +415%
IIL
1958
Insight Inv LLC
California
$1.61M +$1.54M +5,381 New
TWA
1959
Tillar-Wenstrup Advisors
Ohio
$1.6M +$317K +1,108 +26%
RP
1960
Riverwater Partners
Wisconsin
$1.6M +$1.53M +5,343 New
GFG
1961
Greystone Financial Group
Michigan
$1.6M +$334K +1,166 +28%
FI
1962
Finivi Inc
Massachusetts
$1.59M +$1.52M +5,311 New
BOTW
1963
Bank of the West
California
$1.58M +$17.2K +60 +1%
CIA
1964
Compass Ion Advisors
Pennsylvania
$1.58M -$24.3K -85 -2%
ACM
1965
Ativo Capital Management
Illinois
$1.58M -$37.2K -130 -2%
WA
1966
Wealth Alliance
New York
$1.58M +$4.3K +15 +0.3%
PWSG
1967
Pacific Wealth Strategies Group
California
$1.58M +$212K +740 +16%
MFG
1968
MidWestOne Financial Group
Iowa
$1.57M -$57.3K -200 -4%
UAS
1969
United Asset Strategies
New York
$1.57M +$59K +206 +4%
SC
1970
Skylands Capital
Wisconsin
$1.57M -$401K -1,400 -21%
PCG
1971
Private Capital Group
Connecticut
$1.57M -$13.5K -47 -0.9%
GCA
1972
Gradient Capital Advisors
California
$1.57M +$35.8K +125 +2%
SCM
1973
Schnieders Capital Management
California
$1.56M
TAM
1974
Taurus Asset Management
New York
$1.55M -$150K -523 -9%
RIM
1975
Regent Investment Management
Kentucky
$1.55M +$14.3K +50 +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.