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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
HNWAG
2576
High Net Worth Advisory Group
Florida
$787K +$430K +1,447 +132%
W
2577
Wealthquest
Ohio
$786K +$594 +2 +0.1%
CG
2578
Corundum Group
Colorado
$784K +$27.9K +94 +4%
STC
2579
Sarah T. Connolly
$783K +$208K +700 +38%
GHA
2580
Granite Harbor Advisors
Texas
$783K +$753K +2,535 New
IAG
2581
Investmark Advisory Group
Connecticut
$782K +$59.4K +200 +9%
IF
2582
Integrity Financial
Wyoming
$782K -$13.7K -46 -2%
SW
2583
SkyOak Wealth
Michigan
$780K
PC
2584
Permit Capital
Pennsylvania
$777K
KCM
2585
Kornitzer Capital Management
Kansas
$776K -$2.67K -9 -0.4%
CCFP
2586
Charles Carroll Financial Partners
Massachusetts
$775K +$745K +2,510 New
HIIFS
2587
Harel Insurance Investments & Financial Services
Israel
$775K -$671K -2,260 -47%
MM
2588
MQS Management
New York
$774K +$744K +2,506 New
SEIA
2589
Signature Estate & Investment Advisors
California
$774K -$24.4K -82 -3%
ACM
2590
Ategra Capital Management
Virginia
$774K
RIA
2591
Retirement Investment Advisors
Oklahoma
$772K +$742K +2,500 New
JWM
2592
Jupiter Wealth Management
Colorado
$772K
RP
2593
Rowlandmiller & Partners
Georgia
$765K
MC
2594
Machina Capital
France
$764K +$14.8K +50 +2%
SFP
2595
Sterling Financial Planning
New Jersey
$761K -$125K -422 -15%
CAG
2596
Compass Advisory Group
New York
$761K
RRA
2597
Round Rock Advisors
Connecticut
$759K -$4.46K -15 -0.6%
MPIA
2598
Mountain Pacific Investment Advisers
Idaho
$757K +$594 +2 +0.1%
DP
2599
Denver PWM
Colorado
$757K -$7.42K -25 -1%
GG
2600
Gleason Group
Kentucky
$756K

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.