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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
LNWWM
2926
Laird Norton Wetherby Wealth Management
California
$463K
LWMM
2927
Legacy Wealth Management (Mississippi)
Mississippi
$463K
DLG
2928
Daniel L. Goodwin
$463K +$89.1K +300 +25%
T
2929
TrueFG
Texas
$463K
RAG
2930
RIA Advisory Group
Iowa
$462K +$473K +1,592 New
KWM
2931
KFG Wealth Management
Indiana
$461K +$443K +1,493 New
KC
2932
Kades & Cheifetz
Pennsylvania
$461K +$443K +1,492 New
KCM
2933
KRS Capital Management
Michigan
$461K +$443K +1,491 New
SIC
2934
Shoker Investment Counsel
Ohio
$460K -$47.5K -160 -10%
CWM
2935
CCG Wealth Management
California
$459K -$14K -47 -3%
JHCP
2936
Jackson Hole Capital Partners
Oklahoma
$458K
HP
2937
Hyperion Partners
Pennsylvania
$458K +$440K +1,482 New
NECFA
2938
New England Capital Financial Advisors
Connecticut
$458K +$439K +1,477 New
DACG
2939
Donor Advised Charitable Giving
California
$457K
MKA
2940
M. Kulyk & Associates
Georgia
$457K +$14.8K +50 +3%
DIP
2941
DT Investment Partners
Pennsylvania
$456K
GWMIA
2942
Global Wealth Management Investment Advisory
Florida
$456K
RFO
2943
RiverGlades Family Offices
Florida
$456K +$438K +1,475 New
BBWA
2944
Bell & Brown Wealth Advisors
California
$455K -$1.49K -5 -0.3%
NCM
2945
Noesis Capital Mangement
Florida
$455K -$216K -726 -33%
HWP
2946
Heritage Wealth Partners
Ohio
$455K +$445K +1,500 New
PCM
2947
Prelude Capital Management
New York
$455K +$437K +1,472 New
AC
2948
Anson Capital
Georgia
$454K
OWA
2949
Outlook Wealth Advisors
Texas
$452K -$29.7K -100 -6%
WPC
2950
White Pine Capital
Minnesota
$452K +$10.4K +35 +2%

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.