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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
AIA
2726
Affinity Investment Advisors
California
$619K +$27.3K +92 +5%
CC
2727
Corton Capital
Ontario, Canada
$618K +$7.13K +24 +1%
GCL
2728
Gouws Capital LLC
North Carolina
$618K
SF
2729
SBK Financial
Virginia
$618K
SC
2730
Skylands Capital
Wisconsin
$618K
GWM
2731
Greenhouse Wealth Management
Connecticut
$617K
CMA
2732
Cedar Mountain Advisors
Oregon
$614K
AHC
2733
Anderson Hoagland & Co
Missouri
$614K
CAP
2734
Columbia Advisory Partners
Washington
$613K +$218K +735 +59%
NEGWA
2735
New England Guild Wealth Advisors
Connecticut
$613K
RIP
2736
RAM Investment Partners
Washington
$613K +$589K +1,984 New
LC
2737
Landaas & Company
Wisconsin
$612K -$104K -350 -15%
MWM
2738
McNaughton Wealth Management
California
$610K +$5.05K +17 +0.9%
ZCM
2739
Ziegler Capital Management
Illinois
$609K -$9.5K -32 -2%
FZCM
2740
Flynn Zito Capital Management
New York
$609K +$5.64K +19 +1%
CAM
2741
Cidel Asset Management
Ontario, Canada
$609K +$11.9K +40 +2%
NED
2742
Nancy E. Dempze
$609K -$23.8K -80 -4%
OPW
2743
Oxler Private Wealth
New York
$609K -$29.7K -100 -5%
CTB
2744
Country Trust Bank
Illinois
$607K +$53.2K +179 +10%
WSCM
2745
Wellington Shields Capital Management
New York
$605K -$29.7K -100 -5%
MFT
2746
Moisand Fitzgerald Tamayo
Florida
$605K -$27.6K -93 -5%
TPWM
2747
Twelve Points Wealth Management
Massachusetts
$604K -$2.97K -10 -0.5%
LFA
2748
Level Financial Advisors
New York
$604K
WCM
2749
Washburn Capital Management
Florida
$603K -$29.7K -100 -5%
CWA
2750
Choice Wealth Advisors
Maine
$603K

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.