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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
MIG
3126
McGuire Investment Group
Rhode Island
$349K +$4.16K +14 +1%
DWM
3127
Darwin Wealth Management
Florida
$348K -$87K -293 -21%
GWM
3128
GoalFusion Wealth Management
Texas
$348K
OPOWM
3129
One Plus One Wealth Management
Florida
$346K +$48.7K +164 +17%
FC
3130
Fusion Capital
South Carolina
$345K +$39.2K +132 +13%
CCA
3131
Conestoga Capital Advisors
Pennsylvania
$344K
BA
3132
Ballew Advisors
Mississippi
$344K
HIM
3133
Hotaling Investment Management
Pennsylvania
$343K
RWA
3134
Rainsberger Wealth Advisors
Colorado
$342K -$29.7K -100 -8%
MWP
3135
MYCIO Wealth Partners
Pennsylvania
$342K
BWCS
3136
Beirne Wealth Consulting Services
Connecticut
$341K
MS
3137
Madden Securities
Texas
$340K
AFM
3138
Andesa Financial Management
Pennsylvania
$340K -$279K -939 -46%
AIM
3139
Arcadia Investment Management
Michigan
$340K -$74.2K -250 -19%
TOCUITCONY
3140
Trustees of Columbia University in the City of New York
New York
$340K +$327K +1,100 New
ACM
3141
Alethea Capital Management
Washington
$340K
BWP
3142
Bernardo Wealth Planning
Pennsylvania
$340K
LFA
3143
Lauterbach Financial Advisors
Texas
$340K
SCM
3144
Stonehearth Capital Management
Massachusetts
$339K -$83.7K -282 -20%
PPW
3145
PACK Private Wealth
Minnesota
$339K
AAM
3146
American Asset Management
Florida
$338K -$1.49K -5 -0.5%
AFM
3147
Abbot Financial Management
Massachusetts
$338K
WIM
3148
Waycross Investment Management
Washington
$338K +$325K +1,095 New
BAM
3149
Bellevue Asset Management
Washington
$338K
CSIA
3150
Charles Schwab Investment Advisory
California
$338K -$20.2K -68 -6%

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.