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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
LRWA
2651
Long Run Wealth Advisors
New York
$706K -$146K -491 -18%
HG
2652
Harbor Group
New Hampshire
$705K +$5.05K +17 +0.8%
HIG
2653
Heritage Investment Group
Florida
$705K -$119K -400 -15%
WJA
2654
Willis Johnson & Associates
Texas
$705K -$63.6K -214 -9%
SRC
2655
Sage Rhino Capital
California
$703K +$594 +2 +0.1%
CCM
2656
Crew Capital Management
Ohio
$701K
AM
2657
Atwater Malick
Pennsylvania
$700K +$84K +283 +14%
LFA
2658
Legend Financial Advisors
Pennsylvania
$698K +$16.9K +57 +3%
Fuller & Thaler Asset Management
2659
Fuller & Thaler Asset Management
California
$697K -$394K -1,325 -37%
HCA
2660
Heck Capital Advisors
Wisconsin
$697K +$670K +2,256 New
AAIM
2661
American Assets Investment Management
California
$695K
RCA
2662
Rex Capital Advisors
Rhode Island
$695K
HIGP
2663
Hill Investment Group Partners
Missouri
$694K +$667K +2,246 New
BSSFA
2664
Baron Silver Stevens Financial Advisors
Florida
$693K +$666K +2,244 New
AFS
2665
Access Financial Services
Minnesota
$693K
FFM
2666
Forum Financial Management
Illinois
$693K +$4.75K +16 +0.7%
DJSG
2667
D.J. St. Germain
Massachusetts
$693K +$398K +1,339 +1%
SWM
2668
Shelton Wealth Management
Texas
$691K -$27K -91 -4%
OBWG
2669
Onyx Bridge Wealth Group
New York
$689K +$260K +877 +68%
GG
2670
Golden Green
South Carolina
$689K -$594 -2 -0.1%
FOA
2671
Five Oceans Advisors
California
$689K
SIA
2672
Sage Investment Advisers
New York
$686K +$26.4K +89 +4%
FMP
2673
Financial Management Professionals
Texas
$686K +$16K +54 +2%
SF
2674
Safeguard Financial
Wisconsin
$686K +$140K +473 +27%
TWM
2675
Triton Wealth Management
Arizona
$685K -$41.3K -139 -6%

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.