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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
CWP
2126
Curated Wealth Partners
California
$1.25M +$10.3K +36 +0.9%
KFP
2127
KMG Fiduciary Partners
Ohio
$1.25M -$2K -7 -0.2%
BCP
2128
Blue Chip Partners
Michigan
$1.24M
BAAM
2129
Baker Avenue Asset Management
California
$1.24M +$206K +718 +21%
WH
2130
Willner & Heller
California
$1.24M +$1.3M +4,551 New
SOW
2131
State of Wyoming
Wyoming
$1.24M -$310K -1,083 -21%
SLT
2132
St Louis Trust
Missouri
$1.24M
BFA
2133
Brown Financial Advisory
Alabama
$1.24M +$150K +525 +15%
SM
2134
Sciencast Management
New Jersey
$1.24M +$1.15M +4,005 New
DPIM
2135
Duff & Phelps Investment Management
Illinois
$1.23M +$20.3K +71 +2%
CIA
2136
Cladis Investment Advisory
Montana
$1.23M +$1.18M +4,114 New
BWP
2137
BSW Wealth Partners
Colorado
$1.23M +$20.9K +73 +2%
MC
2138
Manteio Capital
New Jersey
$1.23M +$1.18M +4,105 New
BHA
2139
Beech Hill Advisors
New York
$1.23M
BCM
2140
Bourgeon Capital Management
Connecticut
$1.22M
RWP
2141
Revolve Wealth Partners
New Jersey
$1.22M +$1.17M +4,089 New
AIP
2142
Ahrens Investment Partners
Louisiana
$1.22M +$77.3K +270 +7%
ARG
2143
Advisory Resource Group
Oklahoma
$1.22M +$6.59K +23 +0.6%
WI
2144
Wedgewood Investors
Pennsylvania
$1.22M
JVBC
2145
J.V. Bruni & Co
Colorado
$1.21M -$87.1K -304 -7%
NI
2146
NFC Investments
Tennessee
$1.21M -$57K -199 -5%
RWA
2147
RGT Wealth Advisors
Texas
$1.21M +$429K +1,497 +59%
EFM
2148
E Fund Management
China
$1.21M -$7.45K -26 -0.6%
SIM
2149
SSI Investment Management
California
$1.21M -$2.86K -10 -0.2%
PP
2150
Patten & Patten
Tennessee
$1.21M -$11.2K -39 -1%

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.