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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
XT
2251
XTX Topco
Cayman Islands
$1.05M +$1.01M +3,526 New
SAM
2252
S.A. Mason
Michigan
$1.05M
AG
2253
AIA Group
Hong Kong
$1.05M -$4.65M -16,230 -82%
CAL
2254
Capital Analysts LLC
Pennsylvania
$1.05M -$176K -615 -15%
AssetMark Inc
2255
AssetMark Inc
California
$1.05M +$351K +1,224 +54%
MJP
2256
Michael J. Puzo
$1.05M -$143K -500 -13%
W
2257
WealthOne
New York
$1.05M -$14.9K -52 -1%
MWP
2258
Meridian Wealth Partners
Pennsylvania
$1.05M +$10.9K +38 +1%
FIA
2259
Foundations Investment Advisors
Arizona
$1.04M +$122K +426 +15%
OR
2260
Olympiad Research
Connecticut
$1.04M +$358K +1,249 +56%
GSC
2261
G&S Capital
Colorado
$1.04M -$123K -429 -11%
AWM
2262
Aries Wealth Management
Maine
$1.04M
SMI
2263
Shelter Mutual Insurance
Missouri
$1.04M
GA
2264
Greenspring Advisors
Maryland
$1.04M +$994K +3,471 New
TWM
2265
TriaGen Wealth Management
California
$1.04M
HP
2266
HT Partners
Connecticut
$1.03M -$1.15K -4 -0.1%
XWM
2267
Xcel Wealth Management
Florida
$1.03M +$8.02K +28 +0.8%
SA
2268
Sunesis Advisors
Kansas
$1.03M
HPWM
2269
High Pines Wealth Management
Massachusetts
$1.03M -$439K -1,533 -31%
SHJ
2270
Sharkey, Howes & Javer
Colorado
$1.03M -$51.8K -181 -5%
CBT
2271
CoreFirst Bank & Trust
Kansas
$1.03M
GPFA
2272
Game Plan Financial Advisors
Ohio
$1.03M +$21.5K +75 +2%
FFBTD
2273
First Financial Bank - Trust Division
Ohio
$1.03M -$43K -150 -4%
FNBOH
2274
First National Bank of Hutchinson
Kansas
$1.03M -$88.2K -308 -8%
CWA
2275
Cornerstone Wealth Advisors
Minnesota
$1.03M -$37.2K -130 -4%

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.