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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
VFP
2776
Verus Financial Partners
Virginia
$586K -$139K -467 -20%
IF
2777
IRON Financial
Illinois
$585K -$1.78K -6 -0.3%
EE
2778
EWG Elevate
California
$584K -$5.64K -19 -1%
FCA
2779
FinTrust Capital Advisors
South Carolina
$584K +$61.2K +206 +12%
VBWMG
2780
Von Berge Wealth Management Group
California
$584K -$17.2K -58 -3%
UIA
2781
Ulland Investment Advisors
Minnesota
$583K +$891 +3 +0.2%
DI
2782
DDFG Inc
California
$583K +$560K +1,886 New
SPAS
2783
Spectrum Planning & Advisory Services
California
$582K
SWM
2784
Sugarloaf Wealth Management
Georgia
$582K +$594 +2 +0.1%
AWAP
2785
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$581K
CHA
2786
Cooper/Haims Advisors
New York
$581K -$33.3K -112 -6%
PFP
2787
Paragon Financial Partners
California
$580K
LG
2788
LAM Group
Oregon
$579K +$556K +1,873 New
MPCG
2789
Matrix Private Capital Group
New York
$578K -$7.42K -25 -1%
CAAM
2790
Cornerstone Advisors Asset Management
Pennsylvania
$578K +$11.6K +39 +2%
DPI
2791
Diversified Portfolios Inc
Michigan
$576K -$29.7K -100 -5%
IF
2792
Insight Folios
North Carolina
$575K -$26.1K -88 -5%
BHBT
2793
Burke & Herbert Bank & Trust
Virginia
$575K -$2.08K -7 -0.4%
ORAM
2794
One River Asset Management
Connecticut
$573K +$554K +1,866 New
MTC
2795
McDaniel Terry & Co
Texas
$572K
CF
2796
Cantor Fitzgerald
New York
$572K +$31.5K +106 +6%
RI
2797
Rinkey Investments
California
$572K +$550K +1,851 New
SCFS
2798
S.C. Financial Services
Arizona
$571K +$21.7K +73 +4%
DU
2799
Delphia (USA)
Ontario, Canada
$571K -$49.6K -167 -8%
DE
2800
Day & Ennis
Georgia
$571K +$297 +1 +0.1%

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.