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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
GIP
2476
Greatmark Investment Partners
Georgia
$901K
YWS
2477
Yarger Wealth Strategies
Ohio
$901K
MWP
2478
Madison Wealth Partners
Wisconsin
$900K +$69.8K +235 +9%
VAM
2479
Verity Asset Management
North Carolina
$898K +$863K +2,906 New
IA
2480
IAM Advisory
Pennsylvania
$897K +$37.7K +127 +5%
RWB
2481
RMR Wealth Builders
New Jersey
$896K +$2.08K +7 +0.2%
FC
2482
Fulcrum Capital
Washington
$894K +$860K +2,895 New
DSC
2483
Duncker Streett & Co
Missouri
$890K -$11K -37 -1%
CWG
2484
Crown Wealth Group
North Carolina
$890K -$451K -1,519 -35%
OWA
2485
One Wealth Advisors
California
$888K -$182K -612 -18%
WDG
2486
Wealth Dimensions Group
Ohio
$888K -$70.4K -237 -8%
CMP
2487
Courage Miller Partners
Virginia
$887K +$5.94K +20 +0.7%
AWM
2488
Aprio Wealth Management
Georgia
$886K -$10.4K -35 -1%
MIFH
2489
Migdal Insurance & Financial Holdings
Israel
$886K +$7.42K +25 +0.9%
FB
2490
First Bancorp
Maine
$880K -$30K -101 -3%
GLAM
2491
Gardner Lewis Asset Management
Pennsylvania
$879K +$846K +2,847 New
HWM
2492
Horizon Wealth Management
Illinois
$878K -$99.8K -336 -11%
WWMSC
2493
Wagner Wealth Management (South Carolina)
South Carolina
$878K
ACA
2494
Affinity Capital Advisors
California
$876K -$14.8K -50 -2%
BCM
2495
Barden Capital Management
Texas
$876K +$842K +2,836 New
AIA
2496
Allied Investment Advisors
Montana
$874K +$17.5K +59 +2%
WLIM
2497
White Lighthouse Investment Management
Massachusetts
$873K
JLBC
2498
J.L. Bainbridge & Co
Florida
$872K +$12.2K +41 +1%
SWP
2499
ShoreHaven Wealth Partners
New Jersey
$871K
CSIA
2500
Carl Stuart Investment Advisor
Texas
$870K +$196K +660 +31%

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.