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
GGHC
1976
Gilder Gagnon Howe & Co
New York
$1.55M +$8.02K +28 +0.5%
LP
1977
LGL Partners
Pennsylvania
$1.54M +$35.8K +125 +2%
LWP
1978
Lumature Wealth Partners
Georgia
$1.54M +$57.9K +202 +4%
EWM
1979
Executive Wealth Management
Michigan
$1.54M +$936K +3,269 +173%
FF
1980
FourThought Financial
Florida
$1.54M -$200K -700 -12%
CCM
1981
Conway Capital Management
California
$1.54M -$64.7K -226 -4%
Two Sigma Investments
1982
Two Sigma Investments
New York
$1.53M +$1.47M +5,124 New
GCM
1983
Galibier Capital Management
Ontario, Canada
$1.53M -$333K -1,162 -19%
PPW
1984
Parcion Private Wealth
Washington
$1.53M +$32.4K +113 +2%
WP
1985
WealthShield Partners
North Carolina
$1.53M +$203K +710 +16%
EFA
1986
Evernest Financial Advisors
Indiana
$1.53M +$1.1M +3,838 New
SPC
1987
Stewart & Patten Company
California
$1.53M
BST
1988
Bath Savings Trust
Maine
$1.53M -$57.3K -200 -4%
AWA
1989
Artemis Wealth Advisors
New York
$1.52M -$416K -1,454 -22%
QFA
1990
Quattro Financial Advisors
Texas
$1.51M
AIM
1991
Acropolis Investment Management
Missouri
$1.51M +$25.2K +88 +2%
ZIG
1992
Zullo Investment Group
Pennsylvania
$1.51M +$1.45M +5,065 New
HGERS
1993
Householder Group Estate & Retirement Specialist
Arizona
$1.51M +$1.45M +5,046 New
CB
1994
Cadence Bank
Mississippi
$1.51M
RHP
1995
Royal Harbor Partners
Texas
$1.51M +$53.6K +187 +4%
NWMG
1996
National Wealth Management Group
Ohio
$1.5M +$1.44M +5,020 New
PIM
1997
Penobscot Investment Management
Massachusetts
$1.5M -$129K -450 -8%
KP
1998
Keel Point
Alabama
$1.5M -$80.5K -281 -5%
LJAC
1999
L.J. Altfest & Co
New York
$1.49M +$4.01K +14 +0.3%
BI
2000
Ballast Inc
Kentucky
$1.49M +$909K +3,175 +175%

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.