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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
CIA
2551
Cascade Investment Advisors
Oregon
$803K +$184K +620 +31%
TC
2552
Toews Corporation
New Jersey
$803K -$475K -1,600 -38%
TA
2553
TCM Advisors
West Virginia
$803K
6F
2554
626 Financial
Michigan
$802K -$10.4K -35 -1%
MFGM
2555
Marshall Financial Group (Maryland)
Maryland
$802K -$8.61K -29 -1%
OCM
2556
Objective Capital Management
Ohio
$801K +$45.4K +153 +6%
SSC
2557
Syverson Strege & Co
Iowa
$801K +$342K +1,153 +80%
AWAU
2558
Alliance Wealth Advisors (Utah)
Utah
$801K +$770K +2,592 New
BCM
2559
Boltwood Capital Management
California
$800K -$13.4K -45 -2%
FNBTCON
2560
First National Bank & Trust Co of Newtown
Pennsylvania
$798K
CWM
2561
CarsonAllaria Wealth Management
Illinois
$797K +$120K +404 +19%
LB
2562
Legacy Bridge
Iowa
$796K +$148K +497 +24%
SCI
2563
Stableford Capital II
Arizona
$795K -$45.4K -153 -6%
WFA
2564
Wellspring Financial Advisors
Ohio
$795K +$134K +450 +21%
NJBEST
2565
New Jersey Better Educational Savings Trust
New Jersey
$794K
EA
2566
Ergawealth Advisors
Illinois
$793K +$762K +2,566 New
VWM
2567
Vigilare Wealth Management
Arizona
$792K
WF
2568
Warner Financial
Maryland
$792K -$2.08K -7 -0.3%
NRC
2569
New Republic Capital
North Carolina
$792K +$761K +2,563 New
WTFG
2570
Wells Trecaso Financial Group
Ohio
$791K
KIC
2571
Keating Investment Counselors
Florida
$790K +$123K +413 +19%
FFA
2572
Fi3 Financial Advisors
Indiana
$790K +$358K +1,207 +89%
MCM
2573
Marsico Capital Management
Colorado
$790K +$759K +2,556 New
CIG
2574
Cascade Investment Group
Colorado
$789K +$759K +2,555 New
WP
2575
Wealthspan Partners
Iowa
$787K

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.