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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
APIM
2751
Agate Pass Investment Management
Washington
$603K
CCG
2752
Capital CS Group
California
$602K
WFA
2753
WestHill Financial Advisors
California
$602K +$2.38K +8 +0.4%
LCM
2754
Leisure Capital Management
California
$601K
ACM
2755
AUA Capital Management
Pennsylvania
$601K
DRD
2756
Dennis R. Delaney
$601K
PH
2757
Pinnacle Holdings
Oklahoma
$599K -$6.53K -22 -1%
MHR
2758
Matthew Hamilton Rosenberg
$599K +$7.13K +24 +1%
CFG
2759
Carr Financial Group
Massachusetts
$599K +$576K +1,938 New
PA
2760
Probity Advisors
Texas
$598K -$1.78K -6 -0.3%
EA
2761
Emerald Advisors
Washington
$598K
NLP
2762
Next Level Private
New York
$597K
WAM
2763
Winslow Asset Management
Ohio
$596K -$14.8K -50 -3%
DP
2764
Dearborn Partners
Illinois
$596K -$144K -485 -20%
VCWA
2765
Vanguard Capital Wealth Advisors
Colorado
$593K
RB
2766
Rodgers Brothers
Pennsylvania
$592K +$14.3K +48 +3%
SMG
2767
Smart Money Group
Texas
$592K +$68.6K +231 +14%
SICM
2768
Sustainable Insight Capital Management
New York
$592K +$38K +128 +7%
T
2769
TRUADVICE
Florida
$591K +$319K +1,073 +133%
RTC
2770
Riverview Trust Company
Washington
$591K +$347K +1,168 +157%
EGWAG
2771
Elwood & Goetz Wealth Advisory Group
Georgia
$591K -$5.94K -20 -1%
TFP
2772
Triune Financial Partners
Kansas
$591K
UBV
2773
United Bank (Virginia)
Virginia
$589K -$42.8K -144 -7%
APW
2774
Austin Private Wealth
Texas
$588K -$6.24K -21 -1%
JC
2775
Jentner Corp
Ohio
$587K +$163K +548 +41%

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.