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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
BFAG
3101
Blackston Financial Advisory Group
Florida
$361K +$347K +1,168 New
PCA
3102
Peddock Capital Advisors
Massachusetts
$361K
CWA
3103
Clearview Wealth Advisors
Oregon
$360K
SFG
3104
Sunburst Financial Group
Alabama
$360K
CICI
3105
Capital Investment Counsel Inc
North Carolina
$360K +$346K +1,164 New
BEC
3106
Blue Edge Capital
Virginia
$359K +$4.16K +14 +1%
CCMI
3107
Creative Capital Management Investments
California
$359K +$345K +1,163 New
WRPWM
3108
Werba Rubin Papier Wealth Management
California
$359K +$345K +1,162 New
BC
3109
Brio Consultants
California
$357K -$52.6K -177 -13%
SIAG
3110
Safeguard Investment Advisory Group
California
$356K +$7.42K +25 +2%
MLIC
3111
Mandatum Life Insurance Company
Finland
$355K
IAA
3112
Independent Advisor Alliance
North Carolina
$355K -$41.9K -141 -0.2%
BCM
3113
Brainard Capital Management
Texas
$354K +$341K +1,147 New
RPCONE
3114
Retirement Planning Company of New England
Rhode Island
$354K +$36.2K +122 +12%
UAML
3115
US Asset Management LLC
Pennsylvania
$354K +$341K +1,147 New
KDA
3116
Kraft Davis & Associates
Missouri
$353K +$339K +1,141 New
CWM
3117
Cherrydale Wealth Management
New Jersey
$353K +$66.2K +223 +24%
FFWM
3118
Future Financial Wealth Management
Ohio
$352K -$5.05K -17 -1%
CNC
3119
Citizens & Northern Corp
Pennsylvania
$351K -$4.16K -14 -1%
BHWA
3120
Beacon Harbor Wealth Advisors
Virginia
$350K +$337K +1,134 New
GHAM
3121
Gilman Hill Asset Management
Connecticut
$349K -$24.1K -81 -7%
FA
3122
Fortis Advisors
Pennsylvania
$349K
MPW
3123
Melone Private Wealth
Michigan
$349K +$19.9K +67 +6%
CSWM
3124
Cassady Schiller Wealth Management
Ohio
$349K -$51.1K -172 -13%
FWA
3125
Freedom Wealth Alliance
Wisconsin
$349K +$336K +1,130 New

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.