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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
BA
2276
Bard Associates
Illinois
$1.03M -$28.6K -100 -3%
LWAM
2277
Legacy Wealth Asset Management
Minnesota
$1.02M +$33.2K +116 +4%
JMFC
2278
J.M. Forbes & Co
Massachusetts
$1.02M -$2K -7 -0.2%
NW
2279
NewEdge Wealth
Pennsylvania
$1.02M +$978K +3,415 New
PFWA
2280
Paces Ferry Wealth Advisors
Georgia
$1.02M -$76.2K -266 -7%
PM
2281
Penbrook Management
New York
$1.02M +$9.16K +32 +0.9%
AF
2282
Apexium Financial
Texas
$1.02M +$89.1K +311 +10%
FVWA
2283
Foster Victor Wealth Advisors
South Carolina
$1.02M +$327K +1,141 +56%
BWIA
2284
Bryant Woods Investment Advisors
New York
$1.02M +$974K +3,400 New
AC
2285
Aristides Capital
Kentucky
$1.01M
AMG
2286
Advisors Management Group
Wisconsin
$1.01M
CGFA
2287
Colton Groome Financial Advisors
North Carolina
$1.01M +$25.2K +88 +3%
AP
2288
Adero Partners
California
$1.01M +$351K +1,224 +57%
SIC
2289
Sigma Investment Counselors
Michigan
$1.01M +$23.8K +83 +3%
HI
2290
HBK Investments
Texas
$1.01M +$967K +3,376 New
LK
2291
Lumbard & Kellner
New Hampshire
$1.01M -$12.6K -44 -1%
SOAMC
2292
Spirit of America Management Corp
New York
$1.01M +$43K +150 +5%
TFA
2293
Triad Financial Advisors
North Carolina
$1.01M +$964K +3,365 New
AWM
2294
AllSquare Wealth Management
New York
$1M
DAM
2295
Doheny Asset Management
California
$1M
FCM
2296
Fortis Capital Management
Washington
$1M +$35.5K +124 +4%
LFA
2297
Legacy Financial Advisors
Kentucky
$1M +$41.5K +145 +5%
MIC
2298
Meridian Investment Counsel
California
$1M +$554K +1,934 +137%
NIC
2299
Northwest Investment Counselors
Oregon
$1M -$14.3K -50 -1%
RCG
2300
Rock Creek Group
District of Columbia
$1M +$29.8K +104 +3%

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.