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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
JLBC
2426
J.L. Bainbridge & Co
Florida
$833K -$3.72K -13 -0.5%
SHFA
2427
SC&H Financial Advisors
Maryland
$832K +$796K +2,781 New
MSCM
2428
McElhenny Sheffield Capital Management
Texas
$831K +$110K +383 +16%
ONST
2429
Old North State Trust
North Carolina
$831K +$561K +1,958 +239%
BMC
2430
Beaton Management Company
Massachusetts
$829K -$16.6K -58 -2%
AIA
2431
Allied Investment Advisors
Montana
$828K +$5.16K +18 +0.7%
CS
2432
Capital Square
Tennessee
$828K +$10K +35 +1%
PPW
2433
Pasadena Private Wealth
California
$824K +$90.2K +315 +13%
SIC
2434
Samalin Investment Counsel
New York
$822K -$1.72K -6 -0.2%
PWM
2435
PBMares Wealth Management
Virginia
$821K
AFG
2436
Alterity Financial Group
Maine
$821K +$786K +2,745 New
DFA
2437
DHJJ Financial Advisors
Illinois
$820K +$84.8K +296 +12%
LRWA
2438
Long Run Wealth Advisors
New York
$820K +$784K +2,737 New
MCWS
2439
McKinley Carter Wealth Services
West Virginia
$819K -$71K -248 -8%
BCM
2440
Bienville Capital Management
New York
$819K
SFP
2441
Sweet Financial Partners
Minnesota
$819K +$784K +2,738 New
FMI
2442
F/M Investments
District of Columbia
$816K
AWM
2443
Aprio Wealth Management
Georgia
$814K -$1.15K -4 -0.1%
YL
2444
YCG LLC
Texas
$812K +$27.8K +97 +0.4%
FC
2445
Financial Consulate
Maryland
$810K +$75.6K +264 +11%
KFI
2446
Key Financial Inc
Pennsylvania
$809K
SWM
2447
SeaCrest Wealth Management
New York
$808K -$71K -248 -8%
GWA
2448
GGM Wealth Advisors
Maryland
$808K
MAA
2449
Matrix Asset Advisors
New York
$808K
MPIA
2450
Mountain Pacific Investment Advisers
Idaho
$808K

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.