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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
LF
2401
LifeSteps Financial
California
$861K -$18.3K -64 -2%
SSA
2402
South Street Advisors
New York
$861K
VAG
2403
VisionPoint Advisory Group
Texas
$861K +$3.44K +12 +0.4%
HSWM
2404
Hubbell Strickland Wealth Management
Louisiana
$860K -$71.6K -250 -8%
FDS
2405
First Dallas Securities
Texas
$860K -$43K -150 -5%
EA
2406
Elm Advisors
California
$860K
HFS
2407
Heritage Financial Services
Massachusetts
$860K +$824K +2,877 New
RWB
2408
RMR Wealth Builders
New Jersey
$859K
FW
2409
FirstPurpose Wealth
Utah
$859K +$823K +2,872 New
CMP
2410
Courage Miller Partners
Virginia
$858K
JIP
2411
JBJ Investment Partners
South Carolina
$857K +$35.8K +125 +5%
PP
2412
Patron Partners
Texas
$857K +$43K +150 +6%
ODIJL
2413
One Day In July LLC
Vermont
$855K +$819K +2,860 New
Balyasny Asset Management
2414
Balyasny Asset Management
Illinois
$854K -$78.2K -273 -9%
HA
2415
Herold Advisors
New York
$852K -$57.3K -200 -7%
TFO
2416
Tarbox Family Office
California
$852K -$859 -3 -0.1%
TCWM
2417
Total Clarity Wealth Management
Illinois
$850K
HWA
2418
HHM Wealth Advisors
Tennessee
$848K
TCM
2419
Triumph Capital Management
Colorado
$846K
OHU
2420
Odey Holdings (UK)
United Kingdom
$844K
KWM
2421
Keebeck Wealth Management
Illinois
$843K
RHAM
2422
Round Hill Asset Management
California
$842K -$7.16K -25 -0.9%
MFGM
2423
Marshall Financial Group (Maryland)
Maryland
$840K -$5.16K -18 -0.6%
SAF
2424
Smith Anglin Financial
Texas
$838K +$18.9K +66 +2%
NCM
2425
Northwest Capital Management
Oregon
$836K +$135K +470 +22%

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.