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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
MC
2876
Matisse Capital
Oregon
$507K +$487K +1,640 New
DDPIC
2877
Deroy & Devereaux Private Investment Counsel
Michigan
$506K +$14.3K +48 +3%
HIS
2878
Harvest Investment Services
Illinois
$504K
1IA
2879
1620 Investment Advisors
Massachusetts
$504K +$3.27K +11 +0.7%
OLVIG
2880
Oliver Lagore Vanvalin Investment Group
Michigan
$502K +$86.7K +292 +22%
FDS
2881
First Dallas Securities
Texas
$502K -$163K -550 -25%
TCM
2882
True Capital Management
California
$501K +$481K +1,621 New
FIM
2883
FWL Investment Management
Texas
$500K +$48.7K +164 +11%
MGI
2884
MayTech Global Investments
New York
$499K
TBNY
2885
Trustco Bank (New York)
New York
$499K
KLWA
2886
Kelly Lawrence W & Associates
California
$498K -$1.25M -4,200 -72%
LFA
2887
LGT Financial Advisors
Texas
$497K +$478K +1,608 New
WAC
2888
William Allan Corp
Colorado
$496K +$477K +1,607 New
TF
2889
TimeScale Financial
Massachusetts
$496K
JGUA
2890
John G. Ullman & Associates
New York
$496K
PEA
2891
Park Edge Advisors
Ohio
$493K +$474K +1,596 New
LS
2892
Livforsakringsbolaget Skandia
Sweden
$492K -$24.6K -83 -5%
CCM
2893
Coerente Capital Management
Ontario, Canada
$491K
CM
2894
Capula Management
Cayman Islands
$490K +$471K +1,586 New
CWA
2895
Carolina Wealth Advisors
South Carolina
$488K
AGA
2896
Arkos Global Advisors
Texas
$487K
TWP
2897
Transparent Wealth Partners
Arkansas
$487K
BWM
2898
Bulltick Wealth Management
Florida
$487K
LA
2899
LBP AM
France
$486K +$467K +1,573 New
FAN
2900
Financial Advisors Network
California
$485K

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.