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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
GFPC
3026
Global Financial Private Client
Florida
$403K -$404K -1,359 -51%
IAP
3027
Indie Asset Partners
Indiana
$403K
LTAS
3028
Linden Thomas Advisory Services
North Carolina
$402K +$387K +1,303 New
RCA
3029
Ranch Capital Advisors
Florida
$402K -$297 -1 -0.1%
AWS
3030
Aspen Wealth Strategies
Colorado
$402K +$387K +1,302 New
CPC
3031
Consolidated Planning Corp
Georgia
$401K -$14.8K -50 -4%
WCWM
3032
Willow Creek Wealth Management
California
$400K -$116K -392 -23%
CCM
3033
Cohen Capital Management
California
$400K
HAG
3034
HF Advisory Group
Maryland
$400K +$384K +1,294 New
MAM
3035
Marotta Asset Management
Virginia
$399K +$1.19K +4 +0.3%
DW
3036
Domani Wealth
Pennsylvania
$399K -$10.1K -34 -3%
CTA
3037
Chesley Taft & Associates
Illinois
$398K -$23.8K -80 -6%
CCA
3038
Cora Capital Advisors
New Jersey
$398K +$383K +1,290 New
RPA
3039
Rock Point Advisors
Vermont
$398K
FSC
3040
Full Sail Capital
Oklahoma
$398K +$78.4K +264 +26%
PS
3041
Portfolio Strategies
New York
$396K
VPP
3042
Vertex Planning Partners
Illinois
$396K +$381K +1,282 New
IHWM
3043
Iron Horse Wealth Management
Iowa
$396K +$268K +903 +238%
WSWA
3044
Warren Street Wealth Advisors
California
$394K +$379K +1,276 New
TWM
3045
Trevian Wealth Management
Massachusetts
$394K +$7.42K +25 +2%
SPWG
3046
Syntegra Private Wealth Group
Missouri
$394K +$379K +1,275 New
TIM
3047
Total Investment Management
Arizona
$394K -$59.4K -200 -14%
FWP
3048
Falcon Wealth Planning
California
$391K
CWP
3049
Cyndeo Wealth Partners
Florida
$390K +$375K +1,262 New
MC
3050
Miramar Capital
Illinois
$389K

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.