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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
ST
2601
Somerset Trust
Pennsylvania
$754K -$8.61K -29 -1%
HFBOT
2602
Home Federal Bank of Tennessee
Tennessee
$752K
CBT
2603
CoreFirst Bank & Trust
Kansas
$752K +$594 +2 +0.1%
MPM
2604
MBB Public Markets
Illinois
$751K
CWP
2605
Curated Wealth Partners
California
$750K -$297 -1 -0%
RAM
2606
Riggs Asset Management
Pennsylvania
$749K
VIM
2607
Vista Investment Management
Pennsylvania
$749K +$2.67K +9 +0.4%
DA
2608
Dover Advisors
Virginia
$748K +$720K +2,423 New
RSA
2609
River Street Advisors
Illinois
$748K +$719K +2,421 New
SWIG
2610
Strategic Wealth Investment Group
Kentucky
$747K +$16K +54 +2%
HCM
2611
Hengehold Capital Management
Ohio
$744K +$60.3K +203 +9%
EWA
2612
EverSource Wealth Advisors
Alabama
$744K +$10.7K +36 +2%
SPW
2613
Sonoma Private Wealth
California
$744K +$715K +2,407 New
BC
2614
Barrett & Company
Rhode Island
$743K
VC
2615
Veracity Capital
Georgia
$743K +$74.2K +250 +12%
BC
2616
Belmont Capital
California
$741K +$683K +2,300 +2,300%
PFG
2617
PAX Financial Group
Texas
$740K -$32.1K -108 -4%
CAM
2618
Congress Asset Management
Massachusetts
$737K -$2.08K -7 -0.3%
PS
2619
Planned Solutions
California
$735K
SIA
2620
Strategic Investment Advisors
Michigan
$735K +$267K +900 +61%
KWM
2621
Kolinsky Wealth Management
New Jersey
$735K -$26.7K -90 -4%
FCP
2622
Fidelis Capital Partners
Florida
$734K +$690K +2,325 New
BWM
2623
BlackDiamond Wealth Management
New York
$733K +$46K +155 +7%
OLA
2624
Oliver Luxxe Assets
New Jersey
$732K
BP
2625
Broadleaf Partners
Ohio
$732K

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.