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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
NAMM
2151
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.21M +$5.44K +19 +0.5%
RG
2152
Renaissance Group
Kentucky
$1.2M -$23.8K -83 -2%
AIL
2153
AGF Investments LLC
Ontario, Canada
$1.2M +$92.5K +323 +9%
MAWCM
2154
Mine & Arao Wealth Creation & Management
California
$1.2M -$2.86K -10 -0.2%
SCA
2155
Stonebridge Capital Advisors
Minnesota
$1.2M -$2K -7 -0.2%
TCA
2156
Taconic Capital Advisors
New York
$1.2M +$286K +1,000 +33%
CFA
2157
Capstone Financial Advisors
Illinois
$1.19M -$17.2K -60 -1%
AO
2158
Advisor OS
Illinois
$1.19M +$51K +178 +5%
FEM
2159
Fulcrum Equity Management
Texas
$1.19M +$215K +752 +23%
TFP
2160
Tilia Fiduciary Partners
North Carolina
$1.19M +$1.14M +3,981 New
FPWM
2161
FSB Premier Wealth Management
Iowa
$1.19M +$142K +495 +14%
HP
2162
Holowesko Partners
Bahamas
$1.19M
WIA
2163
World Investment Advisors
California
$1.19M +$123K +429 +13%
ORC
2164
O'Rourke & Company
Massachusetts
$1.18M +$1.13M +3,958 New
JGIA
2165
Jackson Grant Investment Advisers
Connecticut
$1.18M
ACM
2166
Armbruster Capital Management
New York
$1.18M -$3.15K -11 -0.3%
SSWM
2167
Sheets Smith Wealth Management
North Carolina
$1.18M
AIM
2168
ARGA Investment Management
Connecticut
$1.18M
BAM
2169
Byrne Asset Management
New Jersey
$1.18M +$1.13M +3,933 New
CAG
2170
Csenge Advisory Group
Florida
$1.18M -$301K -1,052 -20%
DCM
2171
Deuterium Capital Management
Florida
$1.18M +$1.13M +3,929 New
GIP
2172
Greatmark Investment Partners
Georgia
$1.17M
PA
2173
Parkside Advisors
California
$1.17M
CIAS
2174
CFS Investment Advisory Services
New Jersey
$1.17M +$3.44K +12 +0.3%
AWG
2175
Altus Wealth Group
Colorado
$1.17M

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.