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Berkshire Hathaway Class B

3,565 hedge funds and large institutions have $275B invested in Berkshire Hathaway Class B in 2022 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,339 increasing their positions, 1,314 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more first-time investments, than exits

New positions opened: 383 | Existing positions closed: 89

42% more call options, than puts

Call options by funds: $5.9B | Put options by funds: $4.16B

24% more capital invested

Capital invested by funds: $223B → $275B (+$52.4B)

14% more funds holding in top 10

Funds holding in top 10: 612695 (+83)

7% more funds holding

Funds holding: 3,3393,565 (+226)

2% more repeat investments, than reductions

Existing positions increased: 1,339 | Existing positions reduced: 1,314

0.42% more ownership

Funds ownership: 64.3%64.71% (+0.42%)

Holders
3,565
Holders Change
+226
Holders Change %
+6.77%
% of All Funds
57.31%
Holding in Top 10
695
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+13.56%
% of All Funds
11.17%
New
383
Increased
1,339
Reduced
1,314
Closed
89
Calls
$5.9B
Puts
$4.16B
Net Calls
+$1.74B
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
226
Handelsbanken Fonder
Sweden
$93.5M +$247K +833 +0.3%
UAM
227
UAS Asset Management
New York
$92.8M -$5.59M -18,827 -6%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$92.5M -$620K -2,088 -0.6%
EWM
229
Evercore Wealth Management
New York
$92.1M -$196K -660 -0.2%
BPA
230
Beacon Pointe Advisors
California
$91.5M +$2.83M +9,544 +3%
VNIM
231
Vaughan Nelson Investment Management
Texas
$91.1M +$6.27M +21,112 +8%
YCM
232
Yousif Capital Management
Michigan
$91M +$1.82M +6,129 +2%
Barrow, Hanley, Mewhinney & Strauss
233
Barrow, Hanley, Mewhinney & Strauss
Texas
$90.8M -$11.4M -38,296 -12%
TAF
234
Tredje AP-fonden
Sweden
$89.7M +$15.1M +50,942 +21%
Axa
235
Axa
France
$89.7M -$44.1M -148,486 -34%
SRIM
236
Saratoga Research & Investment Management
California
$89.3M -$473K -1,592 -0.5%
RI
237
RWWM Inc
California
$88.9M -$8.13M -27,367 -9%
SJL
238
Shayne & Jacobs LLC
Tennessee
$88.2M +$247K +831 +0.3%
DMIC
239
Dixon Mitchell Investment Counsel
British Columbia, Canada
$87.9M +$904K +3,043 +1%
OWP
240
Obermeyer Wealth Partners
Colorado
$87.9M -$1.24M -4,167 -1%
CC
241
Cannell & Co
New York
$87.6M +$855K +2,880 +1%
MVIP
242
Mar Vista Investment Partners
California
$86.1M -$5.69M -19,147 -6%
VanEck Associates
243
VanEck Associates
New York
$86.1M -$7.13M -24,002 -8%
Aviva
244
Aviva
United Kingdom
$84.9M +$2.31M +7,771 +3%
CAN
245
Cetera Advisor Networks
California
$84.5M +$9.23M +31,066 +13%
RMDI
246
R.M. Davis Inc
Maine
$83.8M +$1.02M +3,420 +1%
JFL
247
Jarislowsky, Fraser Ltd
Quebec, Canada
$83.7M -$539K -1,816 -0.7%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$83.6M -$1.12M -3,772 -1%
DADC
249
D.A. Davidson & Co
Montana
$83.3M +$1.59M +5,361 +2%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$83.1M -$3.75M -12,617 -4%

BRK.B Hedge Fund Activity: Q4 2022 in Review

3,565 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2022, worth a combined $275B — up 24% from $223B a quarter earlier.

Buyers outnumbered sellers: 383 funds opened new BRK.B positions and 89 closed out — a net gain of 294 holders — while 1,339 added to existing stakes and 1,314 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.26B. The largest seller was Gates Foundation Trust, cutting an estimated $1.48B.

  • 3,565 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2022, up from 3,339 in Q3 2022.
  • Funds reported $275B of Berkshire Hathaway Class B stock for Q4 2022, up 24% quarter-over-quarter.
  • 383 funds opened new Berkshire Hathaway Class B positions in Q4 2022 and 89 closed out, a net change of +294 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2022 was T. Rowe Price Associates, an estimated $1.26B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2022 was Gates Foundation Trust, an estimated $1.48B sold.

Based on aggregated 13F filings for Q4 2022.