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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
MAG
2951
MRA Advisory Group
New Jersey
$451K +$434K +1,461 New
ETIA
2952
Epic Trust Investment Advisors
Washington
$451K +$28.2K +95 +7%
CIM
2953
Contravisory Investment Management
Massachusetts
$449K +$50.5K +170 +13%
GIM
2954
Guild Investment Management
California
$448K
CB
2955
Centennial Bank
Arkansas
$448K +$431K +1,450 New
HVM
2956
Harvest Volatility Management
Connecticut
$448K -$45.1K -152 -9%
4WM
2957
44 Wealth Management
Oregon
$446K +$891 +3 +0.2%
RWG
2958
Ratio Wealth Group
Colorado
$446K +$10.4K +35 +2%
VFIC
2959
Valley Forge Investment Consultants
Pennsylvania
$445K
CASB
2960
Cape Ann Savings Bank
Massachusetts
$444K -$7.42K -25 -2%
ML
2961
McAdam LLC
Pennsylvania
$444K -$34.5K -116 -7%
CWA
2962
Centennial Wealth Advisory
Michigan
$444K +$4.46K +15 +1%
SI
2963
Saxon Interests
Texas
$443K +$22.3K +75 +6%
RWA
2964
Roberts Wealth Advisors
California
$443K -$10.4K -35 -2%
MM
2965
Meridian Management
Arkansas
$442K
BCP
2966
Berkeley Capital Partners
Georgia
$442K -$9.5K -32 -2%
1IA
2967
1834 Investment Advisors
Wisconsin
$442K
SCM
2968
SKBA Capital Management
California
$441K
SC
2969
Schiavi & Co
Delaware
$441K +$424K +1,428 New
OFS
2970
OneAscent Financial Services
Alabama
$441K -$83.7K -282 -16%
HWM
2971
Horizons Wealth Management
North Carolina
$440K
AFGAS
2972
Allegiance Financial Group Advisory Services
Virginia
$440K +$423K +1,424 New
KOMWMG
2973
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$439K
IWA
2974
IVC Wealth Advisors
Pennsylvania
$438K +$7.13K +24 +2%
CSC
2975
Caldwell Sutter Capital
California
$438K +$421K +1,418 New

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.