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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
VCM
2026
Versant Capital Management
Arizona
$1.44M +$46.4K +162 +3%
CP
2027
Camelot Portfolios
Ohio
$1.44M -$597K -2,083 -30%
HBT
2028
Hills Bank & Trust
Iowa
$1.44M -$29.5K -103 -2%
CC
2029
Capital Counsel
New York
$1.44M -$7.16K -25 -0.5%
PSB
2030
Piscataqua Savings Bank
New Hampshire
$1.44M
FPFS
2031
First Personal Financial Services
North Carolina
$1.44M +$22.3K +78 +2%
OPCM
2032
Osborne Partners Capital Management
California
$1.44M -$22.9K -80 -2%
RIM
2033
Redwood Investment Management
Arizona
$1.43M -$5.51M -19,231 -80%
CFS
2034
Cannon Financial Strategists
Georgia
$1.43M +$12.9K +45 +1%
IAS
2035
IMA Advisory Services
Colorado
$1.42M
FMN
2036
Financial Management Network
California
$1.42M -$34.9K -122 -3%
CPP
2037
Capasso Planning Partners
South Carolina
$1.42M +$1.36M +4,733 New
AAM
2038
Ascension Asset Management
New York
$1.41M -$7.16K -25 -0.5%
KWS
2039
Keystone Wealth Services
California
$1.41M +$1.35M +4,726 New
BEI
2040
Benjamin Edwards Inc
Missouri
$1.41M +$1.09M +3,792 +408%
WMP
2041
Wealth Management Partners
Arizona
$1.41M +$69.9K +244 +5%
QC
2042
Quent Capital
New York
$1.41M +$1.35M +4,712 New
IA
2043
Insight Advisors
Pennsylvania
$1.41M +$73.3K +256 +6%
RWA
2044
River Wealth Advisors
Pennsylvania
$1.41M +$65.9K +230 +5%
OCM
2045
Orleans Capital Management
Louisiana
$1.41M
DA
2046
DSC Advisors
Illinois
$1.41M +$196K +683 +17%
RZH
2047
Relyea Zuckerberg Hanson
Connecticut
$1.4M +$184K +643 +16%
WFI
2048
West Family Investments
California
$1.4M -$207K -723 -13%
SIC
2049
SFE Investment Counsel
California
$1.4M
WCA
2050
Waypoint Capital Advisors
Minnesota
$1.4M +$1.34M +4,687 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.