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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
CFC
3176
Coyle Financial Counsel
Illinois
$325K +$6.53K +22 +2%
WCA
3177
Westover Capital Advisors
Delaware
$325K +$21.4K +72 +7%
OA
3178
Operose Advisors
Wisconsin
$324K +$223K +750 +250%
RIG
3179
Renaissance Investment Group
Massachusetts
$324K -$25.2K -85 -7%
TCPWM
3180
Traverso Chambers Private Wealth Management
California
$323K -$22.3K -75 -7%
HWM
3181
Howard Wealth Management
Connecticut
$323K +$2.97K +10 +1%
SPWM
3182
Spartan Planning & Wealth Management
North Carolina
$323K +$311K +1,046 New
TA
3183
TFB Advisors
Kansas
$323K +$310K +1,045 New
IIA
3184
Integral Investment Advisors
California
$322K
SWRP
3185
Summit Wealth & Retirement Planning
California
$321K
HWMT
3186
Heritage Wealth Management (Texas)
Texas
$320K +$308K +1,037 New
MWA
3187
MFA Wealth Advisors
Pennsylvania
$319K +$59.4K +200 +24%
DLHL
3188
Donald L. Hagan LLC
Florida
$318K -$5.94K -20 -2%
CFG
3189
CKW Financial Group
Hawaii
$317K
AC
3190
Arjuna Capital
North Carolina
$315K -$39.2K -132 -11%
CWM
3191
Catalyst Wealth Management
Georgia
$315K +$303K +1,020 New
T
3192
TCWP
Ohio
$315K -$41.9K -141 -12%
HFRG
3193
Houlihan Financial Resource Group
Virginia
$315K +$20.2K +68 +7%
SCA
3194
Scott Capital Advisors
Oregon
$314K +$302K +1,017 New
ECA
3195
Elevated Capital Advisors
Utah
$314K +$14.8K +50 +5%
WA
3196
Wealthstar Advisors
Texas
$314K +$24.9K +84 +9%
WPA
3197
West Paces Advisors
Georgia
$314K -$24.4K -82 -7%
AWM
3198
Accel Wealth Management
Iowa
$314K
PPC
3199
Park Place Capital
Alabama
$313K +$301K +1,012 New
B
3200
Barings
North Carolina
$312K +$300K +1,011 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.