We are live on ! Find out more
BRK.B icon

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
EIG
2626
Ellenbecker Investment Group
Wisconsin
$731K -$17.8K -60 -2%
PAM
2627
Palisade Asset Management
Minnesota
$731K
COCM
2628
Charter Oak Capital Management
New Hampshire
$730K +$19.6K +66 +3%
FCAG
2629
First Capital Advisors Group
New Jersey
$729K -$39.5K -133 -5%
FPF
2630
First Pacific Financial
Washington
$728K -$52K -175 -7%
EW
2631
Element Wealth
Mississippi
$727K
SHFA
2632
SC&H Financial Advisors
Maryland
$726K -$22.9K -77 -3%
CAM
2633
Concorde Asset Management
Michigan
$719K -$7.42K -25 -1%
RCM
2634
Radnor Capital Management
Pennsylvania
$719K
LL
2635
LWMG LLC
Minnesota
$719K +$691K +2,327 New
TA
2636
Trellis Advisors
Washington
$718K -$4.75K -16 -0.7%
VPI
2637
Value Partners Investments
Manitoba, Canada
$716K +$10.1K +34 +1%
BIA
2638
Bigelow Investment Advisors
Maine
$716K -$13.4K -45 -2%
MTIC
2639
Missouri Trust & Investment Company
Missouri
$715K +$129K +435 +23%
CFA
2640
CWS Financial Advisors
Michigan
$713K -$13.1K -44 -2%
WFA
2641
WMG Financial Advisors
Tennessee
$713K -$29.4K -99 -4%
ZB
2642
Zions Bancorporation
Utah
$711K -$63.9K -215 -9%
LIA
2643
LS Investment Advisors
Michigan
$711K +$403K +1,357 +144%
AIA
2644
Alera Investment Advisors
Illinois
$711K -$13.4K -45 -2%
HFW
2645
Horizon Family Wealth
Illinois
$710K +$2.67K +9 +0.4%
OAM
2646
Oak Asset Management
California
$708K
SOW
2647
State of Wyoming
Wyoming
$707K +$77.2K +260 +13%
PWM
2648
Prentice Wealth Management
New York
$707K +$38.3K +129 +6%
ONGA
2649
O'Neil Global Advisors
California
$706K -$19.3K -65 -3%
SAM
2650
Selway Asset Management
$706K +$110K +370 +19%

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.