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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
IFA
2351
Index Fund Advisors
California
$935K +$896K +3,127 New
GSAM
2352
Grant Street Asset Management
Pennsylvania
$932K
CHJWM
2353
Carlton Hofferkamp & Jenks Wealth Management
Texas
$929K
NC
2354
Noked Capital
Israel
$925K +$886K +3,095 New
NI
2355
Noked Israel
Israel
$925K +$886K +3,095 New
GPA
2356
Garrison Point Advisors
California
$924K
ITIM
2357
Indiana Trust & Investment Management
Indiana
$920K -$43K -150 -5%
CA
2358
Commerzbank Aktiengesellschaft
Germany
$919K -$14.3K -50 -2%
GPA
2359
Guerra Pan Advisors
New Jersey
$919K +$881K +3,075 New
IFAM
2360
Institutional & Family Asset Management
Colorado
$918K -$29.8K -104 -3%
AF
2361
Alerus Financial
North Dakota
$918K -$10.6K -37 -1%
NEGWA
2362
New England Guild Wealth Advisors
Connecticut
$918K +$525K +1,834 +148%
PWAG
2363
Polaris Wealth Advisory Group
California
$917K +$14.3K +50 +2%
CCM
2364
Campbell Capital Management
Florida
$916K
SFP
2365
Sterling Financial Planning
New Jersey
$914K
IFO
2366
Independent Family Office
New York
$913K +$36.4K +127 +4%
SCI
2367
Stableford Capital II
Arizona
$909K +$129K +449 +18%
EL
2368
Essex LLC
Illinois
$907K
HT
2369
HighTower Trust
Texas
$906K +$868K +3,029 New
SHWM
2370
Silicon Hills Wealth Management
Texas
$905K -$16.9K -59 -2%
GDP
2371
Great Diamond Partners
Maine
$905K
BVLP
2372
Bailey Value Limited Partnership
Massachusetts
$901K +$57.3K +200 New
FNBOMD
2373
First National Bank of Mount Dora
Florida
$900K +$48.1K +168 +6%
PS
2374
Portfolio Solutions
Michigan
$899K -$62.1K -217 -7%
CPWA
2375
Cerro Pacific Wealth Advisors
California
$899K -$2.86K -10 -0.3%

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.