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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
RHAM
2501
Round Hill Asset Management
California
$870K
PPW
2502
Pasadena Private Wealth
California
$870K +$5.94K +20 +0.7%
ERWM
2503
Elk River Wealth Management
Colorado
$867K -$22.9K -77 -3%
IFAM
2504
Institutional & Family Asset Management
Colorado
$867K +$297 +1 +0%
AAF
2505
Andra AP-fonden
Sweden
$865K +$832K +2,800 New
SIG
2506
Spinnaker Investment Group
California
$859K +$32.7K +110 +4%
MPW
2507
MGO Private Wealth
California
$859K -$297 -1 -0%
ONST
2508
Old North State Trust
North Carolina
$857K +$5.94K +20 +0.7%
HA
2509
Hofer & Associates
California
$856K +$58.8K +198 +8%
SG
2510
Strid Group
Pennsylvania
$854K
SSWM
2511
Sheets Smith Wealth Management
North Carolina
$853K -$87.3K -294 -10%
OPWM
2512
Oakwell Private Wealth Management
Texas
$853K -$17.5K -59 -2%
PSP
2513
Principal Street Partners
Tennessee
$850K +$69.8K +235 +9%
TFF
2514
The Family Firm
Maryland
$848K +$10.1K +34 +0.1%
FCFC
2515
First Commonwealth Financial Corp
Pennsylvania
$846K +$421K +1,416 +107%
BCM
2516
Bienville Capital Management
New York
$846K
SWM
2517
SeaCrest Wealth Management
New York
$844K
CIG
2518
Cairn Investment Group
Washington
$843K +$188K +633 +30%
MAA
2519
Matrix Asset Advisors
New York
$843K +$297 +1 +0%
FMI
2520
F/M Investments
District of Columbia
$843K +$810K +2,729 New
GA
2521
Geller Advisors
New York
$841K +$49.3K +166 +6%
KIA
2522
KLR Investment Advisors
Rhode Island
$841K +$808K +2,722 New
CT
2523
Columbia Trust
Oregon
$839K +$37.4K +126 +5%
PWM
2524
Peterson Wealth Management
Nevada
$837K -$21.4K -72 -3%
RWA
2525
Redmont Wealth Advisors
Illinois
$835K +$455K +1,533 +131%

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.