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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
IC
2526
Inscription Capital
Texas
$834K +$7.42K +25 +0.9%
HFS
2527
Heritage Financial Services
Massachusetts
$833K -$24.4K -82 -3%
CFD
2528
Creative Financial Designs
Indiana
$832K +$90.6K +305 +13%
DFA
2529
DHJJ Financial Advisors
Illinois
$830K -$13.4K -45 -2%
ACA
2530
Ackerman Capital Advisors
Texas
$830K +$1.78K +6 +0.2%
MHWM
2531
Montz Harcus Wealth Management
Louisiana
$830K
MIM
2532
Marco Investment Management
Georgia
$830K
AIP
2533
Almanack Investment Partners
Pennsylvania
$828K -$467K -1,571 -37%
SIS
2534
Sound Income Strategies
Florida
$824K +$89.7K +302 +13%
IAG
2535
Investment Advisory Group
Massachusetts
$823K +$111K +375 +16%
RCM
2536
RNC Capital Management
California
$822K -$110K -372 -12%
HWM
2537
Hemington Wealth Management
Virginia
$822K -$73.7K -248 -9%
WDC
2538
Woodward Diversified Capital
California
$820K -$91.2K -307 -10%
WMC
2539
Westwood Management Corporation
Illinois
$819K
AFG
2540
Alterity Financial Group
Maine
$819K -$8.91K -30 -1%
CF
2541
Copperwynd Financial
Arizona
$819K
FP
2542
Financial Perspectives
Minnesota
$818K +$3.27K +11 +0.4%
CC
2543
Cornerstone Capital
California
$817K
MAM
2544
Marquette Asset Management
Minnesota
$817K
ATFA
2545
All Terrain Financial Advisors
Minnesota
$815K -$1.49K -5 -0.2%
IA
2546
Integrity Advisory
Kansas
$811K +$7.13K +24 +0.9%
OHWP
2547
Oak Harbor Wealth Partners
North Carolina
$809K
PW
2548
Peninsula Wealth
California
$807K +$37.4K +126 +5%
TIM
2549
Triad Investment Management
California
$805K
CS
2550
Capital Square
Tennessee
$804K -$14.3K -48 -2%

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.