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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
BFS
3201
Burrus Financial Services
Utah
$312K +$42.8K +144 +17%
DFG
3202
Demars Financial Group
Washington
$312K
KW
3203
KWB Wealth
California
$310K -$14.8K -50 -5%
AHB
3204
Abner Herrman & Brock
New Jersey
$310K -$8.91K -30 -3%
GA
3205
Greenhaven Associates
New York
$309K
GCWM
3206
Graham Capital Wealth Management
District of Columbia
$309K
NOCM
3207
Night Owl Capital Management
Connecticut
$309K
FCA
3208
Fortis Capital Advisors
Kansas
$308K +$296K +996 New
HIA
3209
HTG Investment Advisors
Connecticut
$307K +$295K +995 New
MCA
3210
Maryland Capital Advisors
Maryland
$306K
SCP
3211
Sender Company & Partners
New York
$306K +$294K +990 New
WWP
3212
Waypoint Wealth Partners
California
$304K
GF
3213
Gries Financial
Ohio
$304K +$292K +983 New
CP
3214
Covenant Partners
Tennessee
$303K +$292K +982 New
AO
3215
Advisor OS
Illinois
$301K +$12.5K +42 +5%
IIM
3216
Ipswich Investment Management
Massachusetts
$301K -$14.8K -50 -5%
TAM
3217
Taurus Asset Management
New York
$301K -$14.8K -50 -5%
IAMOG
3218
Investors Asset Management of Georgia
Georgia
$301K
RF
3219
RHS Financial
California
$301K
SCM
3220
Seascape Capital Management
New Hampshire
$301K +$16.9K +57 +6%
APC
3221
Aspire Private Capital
North Carolina
$299K
RPCA
3222
Running Point Capital Advisors
California
$299K +$287K +967 New
FBFS
3223
First Business Financial Services
Wisconsin
$298K -$197K -664 -41%
LFPWM
3224
Leicht Financial Planning & Wealth Management
New Jersey
$297K
SFA
3225
Source Financial Advisors
New York
$297K +$12.2K +41 +4%

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.