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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
HCM
276
Harspring Capital Management
New York
$73.4M
Thrivent Financial for Lutherans
277
Thrivent Financial for Lutherans
Minnesota
$73.3M -$5.64M -18,980 -7%
CG
278
Colony Group
Massachusetts
$73.2M +$6.31M +21,258 +10%
PMG
279
Private Management Group
California
$72.8M -$697K -2,346 -1%
KFC
280
Klingenstein Fields & Co
New York
$72.3M -$480K -1,617 -0.7%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$71.9M -$41K -138 -0.1%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$71.6M -$6.35M -21,369 -8%
NG
283
Northstar Group
New York
$71.5M +$508K +1,710 +0.7%
AIM
284
Allen Investment Management
New York
$70.9M +$50.6M +170,414 +288%
SAIG
285
Semper Augustus Investments Group
Colorado
$70.7M +$303K +1,021 +0.4%
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$70.4M +$16.8M +56,623 +33%
PCI
287
Pacifica Capital Investments
Texas
$70.2M -$111K -375 -0.2%
Millennium Management
288
Millennium Management
New York
$69.7M +$61.2M +206,100 +1,064%
II
289
IFM Investors
Australia
$69.6M +$925K +3,115 +1%
CAG
290
Crestwood Advisors Group
Massachusetts
$69.6M -$468K -1,577 -0.7%
CB
291
Commerce Bank
Missouri
$69.1M -$598K -2,014 -0.9%
X
292
Xponance
Pennsylvania
$68.9M +$7.5M +25,238 +13%
KeyBank National Association
293
KeyBank National Association
Ohio
$68.7M -$382K -1,287 -0.6%
GIBU
294
Gulf International Bank (UK)
United Kingdom
$67.8M +$1.87M +6,290 +3%
JIC
295
JRM Investment Counsel
Nebraska
$67.2M +$250K +843 +0.4%
Public Employees Retirement Association of Colorado
296
Public Employees Retirement Association of Colorado
Colorado
$67.1M +$740K +2,492 +1%
Hudson Bay Capital Management
297
Hudson Bay Capital Management
Connecticut
$67M -$61.8M -208,000 -49%
IIM
298
INTECH Investment Management
Florida
$66.8M -$9.29M -31,282 -13%
SJIC
299
St. James Investment Company
Texas
$66.6M +$417K +1,405 +0.7%
FCIM
300
Fairview Capital Investment Management
California
$66.1M +$741K +2,495 +1%

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.