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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
MPPLM
3076
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K -$127K -428 -26%
EW
3077
Enzi Wealth
Texas
$374K
HCA
3078
Harbour Capital Advisors
Virginia
$373K
WCP
3079
Wick Capital Partners
Pennsylvania
$373K +$7.72K +26 +2%
UCMOK
3080
United Capital Management of KS
Kansas
$370K +$43.4K +146 +14%
UWPG
3081
Ullmann Wealth Partners Group
Florida
$370K
ES
3082
Eagle Strategies
New York
$370K +$37.1K +125 +12%
CST
3083
Charles Schwab Trust
Nevada
$369K -$48.4K -163 -12%
AAM
3084
Augustine Asset Management
Florida
$369K -$24.6K -83 -6%
CWM
3085
Collaborative Wealth Management
Florida
$369K -$297 -1 -0.1%
DAC
3086
Dividend Assets Capital
South Carolina
$369K
MWP
3087
Meredith Wealth Planning
Illinois
$369K +$355K +1,194 New
LFP
3088
Leeward Financial Partners
Washington
$368K -$2.97K -10 -0.8%
FPIS
3089
Financial Planning & Information Services
Wisconsin
$368K
HBT
3090
Heartland Bank & Trust
Illinois
$368K
WWA
3091
WC Walker & Associates
California
$368K +$100K +337 +38%
N
3092
Natixis
France
$367K -$111M -372,836 -100%
FC
3093
Financial Council
Maryland
$367K
BF
3094
Brogan Financial
Tennessee
$365K +$350K +1,180 New
SFM
3095
Signet Financial Management
New Jersey
$364K -$11.3K -38 -3%
OGF
3096
Orin Green Financial
California
$363K
PCA
3097
Private Capital Advisors
Connecticut
$363K
CF
3098
Convergence Financial
Missouri
$363K +$349K +1,175 New
FAM
3099
Flaharty Asset Management
Florida
$362K +$2.38K +8 +0.7%
FA
3100
Faithward Advisors
Pennsylvania
$362K -$2.67K -9 -0.8%

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.