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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
RSS
3001
Rosenblum Silverman Sutton
California
$421K
CSPAM
3002
Cary Street Partners Asset Management
Virginia
$420K
OPTFSNA
3003
Old Point Trust & Financial Services N A
Virginia
$419K
BCM
3004
BTC Capital Management
Iowa
$419K -$181K -610 -31%
SSW
3005
Stone Summit Wealth
Florida
$419K -$23.8K -80 -6%
CRIG
3006
Charter Research & Investment Group
Connecticut
$418K
BE
3007
Bonness Enterprises
District of Columbia
$417K
SAI
3008
Systematic Alpha Investments
New Jersey
$416K -$594K -2,000 -60%
PFA
3009
Pinnacle Family Advisors
Missouri
$414K +$39.8K +134 +11%
DWA
3010
Delap Wealth Advisory
Oregon
$414K +$398K +1,341 New
MFC
3011
Morris Financial Concepts
South Carolina
$414K +$398K +1,341 New
CCM
3012
Cutler Capital Management
Massachusetts
$413K
ML
3013
Mayport LLC
Massachusetts
$412K -$26.7K -90 -6%
CL
3014
CSS LLC
Illinois
$412K
PFA
3015
Pathway Financial Advisers
Indiana
$411K +$396K +1,332 New
MF
3016
Manchester Financial
California
$411K +$7.72K +26 +2%
AWM
3017
Aspire Wealth Management
Massachusetts
$410K -$15.4K -52 -4%
HP
3018
Highlander Partners
Texas
$409K
AA
3019
AJ Advisors
Tennessee
$408K +$393K +1,322 New
MCA
3020
Martin Capital Advisors
Texas
$407K -$17.8K -60 -4%
RBC
3021
Roble Belko & Company
Pennsylvania
$406K -$90.6K -305 -19%
OPPS
3022
Obsidian Personal Planning Solutions
Maryland
$406K
WQ
3023
Wealth Quarterback
New Jersey
$406K -$29.7K -100 -7%
FFW
3024
Fusion Family Wealth
New York
$405K +$162K +545 +71%
MAG
3025
Mayfair Advisory Group
Alabama
$405K +$45.7K +154 +14%

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.