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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
IA
2701
Inspire Advisors
Idaho
$644K +$11.3K +38 +2%
SJIA
2702
St. James Investment Advisors
New York
$644K +$50.8K +171 +9%
AC
2703
AlphaCore Capital
California
$643K +$13.7K +46 +2%
APSI
2704
Asset Planning Services Inc
Louisiana
$641K
Aristotle Capital Management
2705
Aristotle Capital Management
California
$641K +$275K +925 +80%
WF
2706
Wayfinding Financial
Washington
$638K +$5.35K +18 +0.9%
LIM
2707
Lagoda Investment Management
New York
$638K
BAM
2708
Boyar Asset Management
New York
$638K -$295K -995 -33%
AFAS
2709
Acorn Financial Advisory Services
Virginia
$638K -$17.2K -58 -3%
RF
2710
Rollins Financial
Georgia
$636K +$21.1K +71 +4%
NCM
2711
NCM Capital Management
New Jersey
$636K +$119K +400 +24%
RLIM
2712
Red Lighthouse Investment Management
New York
$636K +$611K +2,058 New
BWM
2713
BNC Wealth Management
Oregon
$634K
CWM
2714
Centric Wealth Management
Illinois
$633K
BCMLT
2715
Beacon Capital Management LLC (Tennessee)
Tennessee
$631K -$20.5K -69 -3%
MC
2716
Mayar Capital
United Kingdom
$630K
OAJ
2717
Ogorek Anthony Joseph
New York
$629K
EG
2718
Ellerson Group
Maryland
$629K +$604K +2,035 New
RCG
2719
Resource Consulting Group
Florida
$629K -$89.1K -300 -13%
PWA
2720
Primoris Wealth Advisors
Florida
$623K +$1.49K +5 +0.2%
SFP
2721
Shepherd Financial Partners
Massachusetts
$623K +$2.08K +7 +0.3%
THWM
2722
Taylor Hoffman Wealth Management
Virginia
$623K -$302K -1,017 -34%
HCP
2723
Hexagon Capital Partners
Arkansas
$623K +$594 +2 +0.1%
QFA
2724
Quattro Financial Advisors
Texas
$621K -$15.7K -53 -3%
BBNB
2725
Baker Boyer National Bank
Washington
$619K +$16.9K +57 +3%

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.