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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
CIA
2826
Caerus Investment Advisors
Texas
$553K
CCP
2827
Cassia Capital Partners
North Carolina
$551K +$147K +495 +38%
TWP
2828
Tempus Wealth Planning
California
$550K
WB
2829
West Bancorporation
Iowa
$550K
FWM
2830
FMB Wealth Management
California
$544K +$523K +1,761 New
CWP
2831
Core Wealth Partners
California
$544K +$1.45M +4,869 New
HWM
2832
Hohimer Wealth Management
Washington
$543K +$1.19K +4 +0.2%
HFS
2833
HBC Financial Services
Washington
$542K
BFA
2834
Beacon Financial Advisory
Ohio
$542K -$6.83K -23 -1%
UL
2835
Unionview LLC
Washington
$539K +$18.4K +62 +4%
PFM
2836
Phillips Financial Management
Indiana
$538K +$33.3K +112 +7%
AWM
2837
Act Wealth Management
Texas
$538K +$6.53K +22 +1%
SFS
2838
Security Financial Services
Indiana
$537K -$41.6K -140 -7%
SHA
2839
Seneca House Advisors
Virginia
$537K -$2.97K -10 -0.6%
AHC
2840
Adell Harriman & Carpenter
Texas
$536K -$16.3K -55 -3%
SAM
2841
Sawgrass Asset Management
Florida
$534K
AW
2842
Atlas Wealth
Ohio
$534K +$513K +1,729 New
C
2843
CEDRUS
Colorado
$533K +$11K +37 +2%
CAM
2844
Campion Asset Management
Virginia
$533K
IC
2845
Iconiq Capital
California
$531K +$66.5K +224 +15%
MWA
2846
Monograph Wealth Advisors
California
$530K +$46.9K +158 +10%
MCIA
2847
Mountain Capital Investment Advisors
Colorado
$530K +$4.46K +15 +0.9%
RFN
2848
Redwood Financial Network
Ohio
$529K
PSIWM
2849
Paradigm Strategies in Wealth Management
Minnesota
$528K
KAM
2850
KEB Asset Management
Illinois
$527K -$3.27K -11 -0.6%

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.