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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
AP
2001
Atwood & Palmer
Missouri
$1.49M +$37.2K +130 +3%
HL
2002
HeadInvest LLC
Maine
$1.48M -$4.3K -15 -0.3%
SCA
2003
Sandy Cove Advisors
Massachusetts
$1.48M +$1.42M +4,962 New
WAAG
2004
Wealth Alliance Advisory Group
Kansas
$1.48M +$141K +492 +11%
CPA
2005
Capital Planning Advisors
California
$1.48M +$137K +479 +11%
CC
2006
Courier Capital
New York
$1.48M -$35.8K -125 -2%
KFS
2007
Kurt F. Somerville
$1.48M -$33.2K -116 -2%
SEP
2008
Southland Equity Partners
Missouri
$1.47M +$14K +49 +1%
ESB
2009
Essex Savings Bank
Connecticut
$1.47M -$138K -482 -9%
UBG
2010
United Bank (Georgia)
Georgia
$1.47M +$19.5K +68 +1%
JSW
2011
Journey Strategic Wealth
New Jersey
$1.47M +$1.41M +4,915 New
CA
2012
Corrado Advisors
New Jersey
$1.47M -$63K -220 -6%
SC
2013
SRB Corp
Massachusetts
$1.47M -$313K -1,092 -18%
TSS
2014
Two Sigma Securities
New York
$1.47M +$1.4M +4,899 New
PT
2015
Plimoth Trust
Massachusetts
$1.46M +$68.7K +240 +5%
NL
2016
NVWM LLC
Pennsylvania
$1.46M +$52.1K +182 +4%
CANY
2017
Caxton Associates (New York)
New York
$1.46M -$1.03M -3,597 -42%
HR
2018
Hardy Reed
Mississippi
$1.46M
HCMG
2019
Howard Capital Management Group
California
$1.46M
CW
2020
CreativeOne Wealth
Kansas
$1.46M +$124K +434 +10%
FC
2021
Farley Capital
New York
$1.46M -$83.9K -293 -6%
CA
2022
Continuum Advisory
Idaho
$1.45M -$9.74K -34 -0.7%
PNAA
2023
Pictet North America Advisors
Switzerland
$1.45M
SCA
2024
Sippican Capital Advisors
Massachusetts
$1.45M -$644K -2,250 -32%
P
2025
&Partners
Tennessee
$1.45M -$112K -391 -7%

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.