We are live on ! Find out more
BRK.B icon

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
PRWA
2176
Platte River Wealth Advisors
Colorado
$1.17M +$31.5K +110 +3%
KCM
2177
Karp Capital Management
California
$1.17M +$88.2K +308 +9%
LWP
2178
Laurel Wealth Planning
Minnesota
$1.16M +$28.4K +99 +3%
GCM
2179
Gibraltar Capital Management
Oklahoma
$1.16M -$93.1K -325 -8%
GWM
2180
Gray Wealth Management
Maine
$1.16M +$90.8K +317 +9%
RS
2181
Retirement Solution
Washington
$1.15M +$11.5K +40 +1%
GG
2182
Golden Green
South Carolina
$1.15M +$394K +1,376 +55%
SWA
2183
Sutton Wealth Advisors
Florida
$1.15M -$3.72K -13 -0.3%
BIA
2184
Biondo Investment Advisors
Pennsylvania
$1.15M
BOM
2185
Bank of Marin
California
$1.15M +$17.5K +61 +2%
SHGA
2186
Sand Hill Global Advisors
California
$1.15M +$209K +728 +23%
PFC
2187
Phocas Financial Corp
California
$1.14M
QPW
2188
Quantum Private Wealth
Florida
$1.14M +$1.09M +3,807 New
KL
2189
KilterHowling LLC
Colorado
$1.13M +$1.08M +3,788 New
AWA
2190
Aaron Wealth Advisors
Illinois
$1.13M +$317K +1,107 +41%
DWM
2191
Dorchester Wealth Management
Quebec, Canada
$1.12M +$180K +627 +20%
RFN
2192
RDA Financial Network
Iowa
$1.12M +$14K +49 +1%
KA
2193
Kercheville Advisors
Texas
$1.12M +$74.2K +259 +7%
SIA
2194
SkyView Investment Advisors
New Jersey
$1.12M +$343K +1,197 +34%
Twin Tree Management
2195
Twin Tree Management
Texas
$1.12M +$1.07M +3,743 New
VT
2196
Vise Technologies
New York
$1.12M +$1.07M +3,743 New
LCM
2197
Logan Capital Management
Pennsylvania
$1.12M +$24.1K +84 +2%
JMF
2198
Johnson Midwest Financial
Iowa
$1.12M +$286 +1 +0%
MAM
2199
McLean Asset Management
Virginia
$1.11M -$238K -832 -19%
TWM
2200
TMD Wealth Management
Arizona
$1.11M

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.