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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
FA
2976
FC Advisory
Pennsylvania
$437K
RC
2977
Rovin Capital
Arizona
$437K +$15.7K +53 +4%
SFG
2978
Sterling Financial Group
California
$436K +$420K +1,413 New
CWM
2979
Cedar Wealth Management
California
$435K
AA
2980
AlphaQ Advisors
Florida
$435K +$418K +1,409 New
NL
2981
Navalign LLC
California
$435K -$33.9K -114 -7%
HAFS
2982
Hapanowicz & Associates Financial Services
Pennsylvania
$435K -$43.1K -145 -9%
BWM
2983
Birchcreek Wealth Management
Ohio
$435K +$146K +490 +53%
CGFA
2984
Colton Groome Financial Advisors
North Carolina
$433K +$101K +340 +32%
RWM
2985
Rezny Wealth Management
Florida
$432K +$59.4K +200 +17%
BAM
2986
Bosun Asset Management
Illinois
$432K +$117K +394 +39%
DWM
2987
Defined Wealth Management
Oregon
$432K -$5.35K -18 -1%
BFWA
2988
Benchmark Financial Wealth Advisors
Florida
$431K +$23.8K +80 +6%
CMBA
2989
C.M. Bidwell & Associates
Hawaii
$431K -$5.94K -20 -1%
CFG
2990
Compton Financial Group
Maryland
$429K
GAB
2991
German American Bancorp
Indiana
$428K
JWM
2992
JGP Wealth Management
Oregon
$427K -$74.8K -252 -15%
AL
2993
ADE LLC
Maryland
$426K -$2.67K -9 -0.6%
GWM
2994
Gitterman Wealth Management
New Jersey
$426K
FWI
2995
Facet Wealth Inc
Maryland
$426K -$16.9K -57 -4%
MMM
2996
Mendel Money Management
Illinois
$426K +$48.7K +164 +14%
HIM
2997
Hanlon Investment Management
New Jersey
$424K +$4.75K +16 +1%
AWM
2998
AAF Wealth Management
Massachusetts
$423K -$8.02K -27 -2%
SWMP
2999
Signature Wealth Management Partners
New Jersey
$422K +$11.9K +40 +3%
BFG
3000
Barber Financial Group
Kansas
$421K +$5.94K +20 +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.