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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
HPM
2801
Hoxton Planning & Management
West Virginia
$571K +$549K +1,847 New
DAM
2802
Diamant Asset Management
Connecticut
$570K
PC
2803
Port Capital
Illinois
$569K -$187K -628 -25%
SPA
2804
Shore Point Advisors
New Jersey
$568K +$546K +1,840 New
PWSG
2805
Pacific Wealth Strategies Group
California
$567K
ACP
2806
Aveo Capital Partners
Colorado
$566K +$46.3K +156 +9%
CWM
2807
Campbell Wealth Management
Virginia
$564K -$36.2K -122 -6%
RFM
2808
Royal Fund Management
Florida
$564K +$78.1K +263 +17%
RAM
2809
Rempart Asset Management
Canada
$563K
SSG
2810
Summit Securities Group
New York
$563K +$105K +353 +24%
RPG
2811
Resource Planning Group
Georgia
$563K -$16.6K -56 -3%
MA
2812
MBA Advisors
Pennsylvania
$563K
TWP
2813
Tower Wealth Partners
Pennsylvania
$563K
MIM
2814
Merrion Investment Management
New Jersey
$562K +$59.4K +200 +12%
LWM
2815
LJI Wealth Management
Indiana
$562K +$540K +1,819 New
HS
2816
Horan Securities
United States
$561K +$28.8K +97 +6%
CNWM
2817
Clay Northam Wealth Management
California
$561K -$5.94K -20 -1%
CL
2818
COWA LLC
Oklahoma
$560K -$89.1K -300 -17%
AG
2819
Algert Global
California
$559K
MWA
2820
Motive Wealth Advisors
Michigan
$558K +$149K +502 +38%
QT
2821
Quantamental Technologies
New York
$556K +$535K +1,800 New
IFA
2822
Index Fund Advisors
California
$556K -$427K -1,437 -44%
CPSC
2823
Carl P. Sherr & Co
Massachusetts
$555K +$92.1K +310 +21%
FIC
2824
Family Investment Center
Missouri
$554K +$533K +1,795 New
VWA
2825
VERITY Wealth Advisors
United States
$554K

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.