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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
MAM
2901
Milestone Asset Management
Pennsylvania
$484K +$463K +1,560 New
BAMG
2902
Brand Asset Management Group
Missouri
$484K -$2.97K -10 -0.6%
ABP
2903
Arthur B. Page
$480K
HCM
2904
Highview Capital Management
Illinois
$480K -$172K -578 -27%
CCFM
2905
Clear Creek Financial Management
Washington
$478K -$116K -391 -20%
HWA
2906
Heartwood Wealth Advisors
Virginia
$476K -$69.8K -235 -13%
GWWM
2907
Great Waters Wealth Management
Minnesota
$473K +$451K +1,518 New
FFG
2908
Fortem Financial Group
California
$473K
WCWM
2909
Wooster Corthell Wealth Management
Connecticut
$473K +$12.2K +41 +3%
LBWM
2910
Left Brain Wealth Management
Illinois
$472K +$454K +1,529 New
MCA
2911
Millennium Capital Advisors
Arkansas
$471K -$3.27K -11 -0.7%
LBA
2912
Lowell Blake & Associates
Massachusetts
$471K
AIFAIM
2913
American Institute for Advanced Investment Management
Arizona
$470K
DWMS
2914
Dominguez Wealth Management Solutions
Virginia
$470K +$452K +1,521 New
CCP
2915
Carmel Capital Partners
California
$469K +$9.5K +32 +2%
BAWC
2916
Boyce & Associates Wealth Consulting
Texas
$467K
JTWM
2917
Jackson Thornton Wealth Management
Alabama
$466K +$10.1K +34 +2%
BMA
2918
Brooks Moore & Associates
Tennessee
$466K -$4.46K -15 -1%
LCM
2919
Logan Capital Management
Pennsylvania
$466K -$8.61K -29 -2%
PAA
2920
Peregrine Asset Advisers
Oregon
$466K
KBFS
2921
Kohmann Bosshard Financial Services
Ohio
$465K -$19K -64 -4%
CBC
2922
Coombe, Bender & Co
New York
$464K -$8.02K -27 -2%
PPWM
2923
PFG Private Wealth Management
Florida
$464K
WM
2924
Whitford Management
New York
$464K +$446K +1,501 New
CP
2925
Capital Planning
Washington
$463K

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.