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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
PPWM
2451
Paragon Private Wealth Management
Kentucky
$808K +$774K +2,703 New
TFF
2452
The Family Firm
Maryland
$805K -$155K -541 -2%
MHWM
2453
Montz Harcus Wealth Management
Louisiana
$805K +$771K +2,692 New
RA
2454
Rise Advisors
New York
$805K +$771K +2,692 New
ACA
2455
Ackerman Capital Advisors
Texas
$803K -$23.2K -81 -3%
CC
2456
Cornerstone Capital
California
$794K -$24.3K -85 -3%
EFG
2457
Everhart Financial Group
Ohio
$794K +$57.3K +200 +8%
BFA
2458
Beacon Financial Advisory
Ohio
$794K +$253K +882 +50%
WMC
2459
Westwood Management Corporation
Illinois
$792K
CRWM
2460
Castle Rock Wealth Management
California
$791K -$14.3K -50 -2%
AW
2461
Avion Wealth
Texas
$791K
IC
2462
Inscription Capital
Texas
$791K
MAM
2463
Marquette Asset Management
Minnesota
$791K
FCA
2464
FinTrust Capital Advisors
South Carolina
$790K -$31.2K -109 -4%
FP
2465
Financial Perspectives
Minnesota
$788K
OPWM
2466
Oakwell Private Wealth Management
Texas
$787K
SWM
2467
Silverlake Wealth Management
Vermont
$787K +$754K +2,632 New
WA
2468
Winfield Associates
Ohio
$786K
AWM
2469
Atticus Wealth Management
Florida
$786K +$1.43K +5 +0.2%
CYG
2470
Clean Yield Group
Vermont
$784K
BEW
2471
Burton Enright Welch
California
$784K +$751K +2,622 New
CF
2472
Copperwynd Financial
Arizona
$782K
ACP
2473
Arcus Capital Partners
Georgia
$781K +$163K +568 +28%
CPW
2474
Catalyst Private Wealth
California
$779K +$1.72K +6 +0.2%
TC
2475
Tacita Capital
Ontario, Canada
$775K -$45.8K -160 -6%

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.