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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
CIM
2226
Chapman Investment Management
California
$1.09M +$216K +755 +26%
LWP
2227
Legacy Wealth Planning
Nevada
$1.08M -$153K -535 -13%
KCM
2228
Kathmere Capital Management
Pennsylvania
$1.08M +$133K +463 +15%
HFA
2229
HC Financial Advisors
California
$1.07M -$10.9K -38 -1%
SAM
2230
Sequent Asset Management
Texas
$1.07M -$2.86K -10 -0.3%
B
2231
Bridgeworth
Alabama
$1.07M +$13.7K +48 +1%
PWA
2232
Physician Wealth Advisors
Utah
$1.07M -$42.7K -149 -4%
CCM
2233
Crossvault Capital Management
Texas
$1.07M +$90.2K +315 +10%
RWI
2234
Red Wave Investments
Pennsylvania
$1.07M +$1.15K +4 +0.1%
CNB
2235
Camden National Bank
Maine
$1.07M -$58.4K -204 -5%
THWM
2236
Taylor Hoffman Wealth Management
Virginia
$1.07M -$2.29K -8 -0.2%
BMWM
2237
Brown Miller Wealth Management
Virginia
$1.07M
EWA
2238
Encompass Wealth Advisors
Oregon
$1.07M
TC
2239
Titleist Capital
Texas
$1.07M +$1.03M +3,579 New
CG
2240
CFO4Life Group
Texas
$1.07M +$114K +399 +13%
PFA
2241
Pettinga Financial Advisors
Indiana
$1.07M -$143K -500 -12%
HC
2242
Hamilton Capital
Ohio
$1.07M +$43K +150 +4%
APWM
2243
Atlas Private Wealth Management
New York
$1.07M +$4.01K +14 +0.4%
GLA
2244
Good Life Advisors
Pennsylvania
$1.06M -$42.7K -149 -4%
SFS
2245
Strategic Financial Services
New York
$1.06M +$1.72K +6 +0.2%
LWMG
2246
Levy Wealth Management Group
Pennsylvania
$1.06M
FNBOSM
2247
First National Bank of South Miami
Florida
$1.06M +$68.2K +238 +7%
LPIC
2248
LeJeune Puetz Investment Counsel
Michigan
$1.06M
GCP
2249
Gill Capital Partners
Colorado
$1.06M
KAM
2250
Knightsbridge Asset Management
California
$1.05M -$7.22M -25,192 -88%

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.