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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
WDC
2201
Woodward Diversified Capital
California
$1.11M -$23.5K -82 -2%
AA
2202
Altman Advisors
Illinois
$1.11M +$1.04M +3,629 New
PWMG
2203
Prestige Wealth Management Group
New Jersey
$1.11M +$3.15K +11 +0.3%
CCM
2204
Community Capital Management
Florida
$1.11M
BMM
2205
Buffington Mohr McNeal
Idaho
$1.11M +$115K +400 +12%
CWP
2206
Concord Wealth Partners
Virginia
$1.11M +$590K +2,061 +126%
FH
2207
FWG Holdings
Florida
$1.1M +$65.3K +228 +7%
ODG
2208
O'Dell Group
Ohio
$1.1M -$80.2K -280 -7%
LF
2209
Lantz Financial
Illinois
$1.1M +$1.43K +5 +0.1%
OHIS
2210
Oak Harvest Investment Services
Texas
$1.1M -$1.04M -3,644 -50%
IP
2211
Investment Partners
Ohio
$1.1M
MA
2212
MJP Associates
Connecticut
$1.1M +$759K +2,651 +267%
DS
2213
DRW Securities
Illinois
$1.09M -$339K -1,183 -24%
WHC
2214
Wulff, Hansen & Co
California
$1.09M +$1.05M +3,660 New
BDF
2215
Black Diamond Financial
Maryland
$1.09M +$57K +199 +6%
CNBT
2216
Cornerstone National Bank & Trust
Illinois
$1.09M -$40.4K -141 -4%
W
2217
Wealthquest
Ohio
$1.09M -$1.43K -5 -0.1%
TI
2218
Trigran Investments
Illinois
$1.09M
MFG
2219
Mission Financial Group
Nevada
$1.09M +$621K +2,168 New
SGI
2220
Summit Global Investments
Utah
$1.09M +$8.31K +29 +0.8%
BMC
2221
Benin Management Corp
Connecticut
$1.09M +$200K +700 +24%
GHA
2222
GW Henssler & Associates
Georgia
$1.09M +$1.04M +3,642 New
SGK
2223
Steigerwald Gordon & Koch
Virginia
$1.09M -$166K -581 -14%
LWIC
2224
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.09M
VWM
2225
Vigilare Wealth Management
Arizona
$1.09M

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.