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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
BDFN
3051
Bond & Devick Financial Network
Minnesota
$387K
GF
3052
Goodman Financial
Texas
$387K -$17.8K -60 -5%
DA
3053
Denali Advisors
California
$386K -$713K -2,400 -66%
CCM
3054
Carderock Capital Management
Maryland
$386K
NCM
3055
Nelson Capital Management
California
$385K
GAM
3056
Gould Asset Management
California
$385K -$5.94K -20 -2%
CPW
3057
Crestmont Private Wealth
Texas
$384K +$369K +1,242 New
HI
3058
Human Investing
Oregon
$383K
VWM
3059
Valley Wealth Managers
New Jersey
$383K -$157K -529 -30%
MCM
3060
Mattern Capital Management
Colorado
$383K
Renaissance Technologies
3061
Renaissance Technologies
New York
$383K -$142M -478,454 -100%
RC
3062
RBF Capital
California
$383K
MIM
3063
MTM Investment Management
South Carolina
$383K
CAM
3064
Crestone Asset Management
Colorado
$382K
CCA
3065
Cottonwood Capital Advisors
Utah
$380K -$7.42K -25 -2%
FSWA
3066
Financial Synergies Wealth Advisors
Texas
$379K -$4.16K -14 -1%
OFG
3067
Omega Financial Group
California
$379K
OA
3068
Oxbow Advisors
Texas
$378K -$55.8K -188 -13%
FA
3069
Financial Advisors
Massachusetts
$377K -$24.9K -84 -6%
C1AG
3070
Client 1st Advisory Group
Florida
$377K
RWRC
3071
R.W. Roge & Company
New York
$377K
WWP
3072
WR Wealth Planners
Missouri
$377K -$5.94K -20 -2%
SFA
3073
Souders Financial Advisors
Ohio
$376K +$13.4K +45 +4%
MWM
3074
Massachusetts Wealth Management
Massachusetts
$375K +$358K +1,205 New
BA
3075
Bridge Advisory
California
$375K

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.