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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
CA
2301
Crewe Advisors
Utah
$999K -$82.5K -288 -8%
TCM
2302
Tandem Capital Management
New Jersey
$993K +$5.16K +18 +0.5%
HSG
2303
Helen Stephens Group
Texas
$992K +$950K +3,317 New
6F
2304
626 Financial
Michigan
$991K +$949K +3,313 New
AL
2305
ACAS LLC
California
$989K -$5.44K -19 -0.6%
AWA
2306
Acorn Wealth Advisors
Michigan
$988K
PAM
2307
Premier Asset Management
Illinois
$987K -$14.3K -50 -1%
RP
2308
Riverbridge Partners
Minnesota
$987K
MPCG
2309
Matrix Private Capital Group
New York
$986K +$11.5K +40 +1%
IWA
2310
Inspirion Wealth Advisors
Illinois
$984K +$47.5K +166 +5%
CA
2311
CGN Advisors
Kansas
$982K +$1.72K +6 +0.2%
RW
2312
RVW Wealth
California
$981K +$5.16K +18 +0.6%
ACA
2313
Affinity Capital Advisors
California
$979K
SG
2314
Strid Group
Pennsylvania
$979K +$64.4K +225 +7%
TFA
2315
Tranquilli Financial Advisor
New Jersey
$973K -$23.5K -82 -2%
BONST
2316
Bank of Nova Scotia Trust
Ontario, Canada
$973K -$10.3K -36 -1%
CWG
2317
Cornerstone Wealth Group
North Carolina
$972K +$26.9K +94 +3%
KBG
2318
Kahn Brothers Group
New York
$972K
DI
2319
DFPG Investments
Utah
$971K -$7.16K -25 -0.8%
TLP
2320
Trinity Legacy Partners
Texas
$971K +$133K +464 +17%
SF
2321
Symphony Financial
Texas
$968K +$250K +873 +37%
FWP
2322
Firethorn Wealth Partners
Georgia
$968K +$927K +3,237 New
IA
2323
IFG Advisors
Missouri
$967K
LGA
2324
Lebenthal Global Advisors
New York
$967K
CA
2325
Claro Advisors
Massachusetts
$965K +$81.1K +283 +10%

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.