We are live on ! Find out more
BRK.B icon

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
BIM
2851
Bridgecreek Investment Management
Oklahoma
$525K
OCG
2852
Opus Capital Group
Ohio
$525K +$505K +1,700 New
HCM
2853
HMS Capital Management
Tennessee
$525K -$30.6K -103 -6%
FA
2854
Fermata Advisors
California
$524K +$28.2K +95 +6%
MFC
2855
Mechanics Financial Corp
Ohio
$524K -$6.24K -21 -1%
TCM
2856
Tradewinds Capital Management
Washington
$524K +$105K +355 +26%
TFCP
2857
Twin Focus Capital Partners
Massachusetts
$523K -$12.8K -43 -2%
JFG
2858
Jefferies Financial Group
New York
$520K +$500K +1,684 New
CAL
2859
Capital Advisors Ltd
Ohio
$520K +$47.5K +160 +8%
SA
2860
Syntax Advisors
New York
$519K -$68.9K -232 -12%
VCG
2861
Vantage Consulting Group
Virginia
$519K -$68.9K -232 -12%
MFA
2862
McClarren Financial Advisors
Pennsylvania
$516K
FWM
2863
Forza Wealth Management
Florida
$516K +$496K +1,669 New
EA
2864
Eclectic Associates
California
$515K
QFA
2865
Quantum Financial Advisors
California
$513K +$119K +402 +32%
PIM
2866
Progressive Investment Management
Oregon
$513K +$89.1K +300 +22%
OWA
2867
Opal Wealth Advisors
New York
$512K +$15.1K +51 +3%
FWA
2868
FSC Wealth Advisors
New York
$512K +$231K +779 +89%
OFW
2869
Omnia Family Wealth
Florida
$511K
WA
2870
Wealthstream Advisors
New York
$510K +$491K +1,652 New
CIS
2871
Continental Investors Services
Washington
$510K
MCM
2872
Mendel Capital Management
Arkansas
$509K -$22K -74 -4%
AFP
2873
Alpha Financial Partners
Kentucky
$508K +$489K +1,645 New
DA
2874
Doliver Advisors
Texas
$508K
WFO
2875
Wealthgate Family Office
Colorado
$508K

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.