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Berkshire Hathaway Class B

3,409 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, 1,195 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: 3,0263,409 (+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: 1,195

0.86% more ownership

Funds ownership: 64.66%65.51% (+0.86%)

Holders
3,409
Holders Change
+383
Holders Change %
+12.66%
% of All Funds
52.46%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.13%
New
504
Increased
1,211
Reduced
1,195
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
2051
Okabena Investment Services
Minnesota
$1.4M +$1.34M +4,681 New
GAM
2052
Gemmer Asset Management
California
$1.4M +$22.9K +80 +2%
FFA
2053
Founders Financial Alliance
North Carolina
$1.4M +$91.7K +320 +7%
VCM
2054
Virtue Capital Management
Tennessee
$1.4M +$489K +1,709 +58%
RIS
2055
Retirement Income Solutions
Michigan
$1.39M +$5.73K +20 +0.4%
MFG
2056
Magnus Financial Group
New York
$1.39M -$2.58K -9 -0.2%
LCM
2057
LVM Capital Management
Michigan
$1.39M
GC
2058
Gilbert & Cook
Iowa
$1.39M -$111K -386 -8%
MMG
2059
Monetary Management Group
Missouri
$1.39M +$22.9K +80 +2%
HRC
2060
Hoertkorn Richard Charles
$1.39M
NSAM
2061
North Star Asset Management
Wisconsin
$1.38M +$40.7K +142 +3%
NAG
2062
Northstar Advisory Group
New Jersey
$1.38M +$780K +2,724 +145%
TCM
2063
Teza Capital Management
Illinois
$1.38M +$1.32M +4,603 New
PO
2064
Private Ocean
California
$1.37M -$300K -1,047 -19%
PFA
2065
Pure Financial Advisors
California
$1.37M -$259K -906 -17%
RCWM
2066
Royal Capital Wealth Management
Indiana
$1.37M +$1.31M +4,575 New
SIM
2067
Sadoff Investment Management
Wisconsin
$1.36M +$73.6K +257 +6%
PP
2068
Prosperity Planning
Missouri
$1.36M
AIM
2069
Alhambra Investment Management
Florida
$1.36M
WE
2070
Wealth Effects
Massachusetts
$1.36M +$1.3M +4,534 New
Edgewood Management
2071
Edgewood Management
Connecticut
$1.35M
KMWM
2072
Keudell/Morrison Wealth Management
Oregon
$1.35M +$1.43K +5 +0.1%
CFRPA
2073
Castle Financial & Retirement Planning Associates
New Jersey
$1.35M +$1.2M +4,205 New
HLOC
2074
H.L. Ormond & Company
North Carolina
$1.35M +$1.2M +4,198 New
CAGAS
2075
Capital Advisory Group Advisory Services
Minnesota
$1.35M -$1.1M -3,829 -46%

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,409 of the 6,498 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 1,195 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.

  • 3,409 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,026 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.