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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
FC
2326
Family CFO
California
$965K +$924K +3,227 New
FNB
2327
Farmers National Bank
Kentucky
$964K -$57.6K -201 -6%
MCM
2328
MV Capital Management
Maryland
$963K +$21.8K +76 +2%
LCM
2329
Liberty Capital Management
Michigan
$961K
BPFA
2330
Barnes Pettey Financial Advisors
Mississippi
$959K +$918K +3,206 New
KNFPWM
2331
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$956K +$915K +3,196 New
SFG
2332
Sovereign Financial Group
Connecticut
$955K +$239K +835 +35%
FIM
2333
Fernwood Investment Management
Massachusetts
$954K -$5.73K -20 -0.6%
PCMK
2334
Paragon Capital Management (Kansas)
Kansas
$954K
MA
2335
MKT Advisors
California
$954K +$884K +3,085 New
FPCG
2336
Fort Pitt Capital Group
Pennsylvania
$952K -$121K -423 -12%
9WM
2337
9258 Wealth Management
Ohio
$952K +$47.3K +165 +5%
IWN
2338
Independent Wealth Network
Iowa
$952K +$63.6K +222 +7%
WB
2339
Webster Bank
Connecticut
$951K +$36.7K +128 +4%
IF
2340
Integrity Financial
Wyoming
$950K +$910K +3,176 New
BRA
2341
Biechele Royce Advisors
Indiana
$948K -$23.2K -81 -2%
SFG
2342
Summit Financial Group
West Virginia
$946K
PFG
2343
PAX Financial Group
Texas
$944K -$11.5K -40 -1%
KWILP
2344
Kiwi Wealth Investments Limited Partnership
New Zealand
$943K +$283K +989 +46%
FBT
2345
First Bank & Trust
South Dakota
$940K +$9.16K +32 +1%
TI
2346
tru Independence
Oregon
$938K
HIIFS
2347
Harel Insurance Investments & Financial Services
Israel
$936K -$316K -1,104 -26%
CCC
2348
Chelsea Counsel Company
California
$936K
GBT
2349
Grove Bank & Trust
Florida
$936K
LWA
2350
Lenox Wealth Advisors
New York
$936K +$84.8K +296 +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.