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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
Capital Fund Management (CFM)
301
Capital Fund Management (CFM)
France
$65.7M -$25.8M -87,041 -29%
CNB
302
Czech National Bank
Czech Republic
$65.2M +$393K +1,324 +0.6%
MIM
303
Manitou Investment Management
Ontario, Canada
$65M -$3.53M -11,873 -5%
SCA
304
STALEY CAPITAL ADVISERS
Pennsylvania
$64.6M -$333K -1,120 -0.5%
OAM
305
Oppenheimer Asset Management
New York
$64.6M +$644K +2,170 +1%
ISL
306
Ingalls & Snyder LLC
New York
$64.5M -$1.9M -6,403 -3%
SIG
307
Stonegate Investment Group
Alabama
$64.1M +$242K +815 +0.4%
HCM
308
Howland Capital Management
Massachusetts
$63.8M +$3.26M +10,971 +6%
CSIC
309
Clifford Swan Investment Counsel
California
$63.1M -$281K -947 -0.5%
UB
310
UMB Bank
Missouri
$62.8M -$267K -900 -0.4%
SL
311
Summitry LLC
California
$62.3M -$397K -1,337 -0.7%
MML Investors Services
312
MML Investors Services
Massachusetts
$62.1M +$1.32M +4,440 +2%
DAM
313
Davis Asset Management
California
$61.8M
WCA
314
Waratah Capital Advisors
Ontario, Canada
$61.5M +$3.31M +11,145 +6%
CIM
315
Confluence Investment Management
Missouri
$61.3M -$1.65M -5,544 -3%
SCP
316
Seizert Capital Partners
Michigan
$60.4M -$1.36M -4,579 -2%
FFA
317
First Foundation Advisors
California
$59.9M -$592K -1,993 -1%
ERSOT
318
Employees Retirement System of Texas
Texas
$59.7M +$914K +3,077 +2%
Zurich Cantonal Bank
319
Zurich Cantonal Bank
Switzerland
$59.7M -$2.59M -8,734 -4%
WT
320
Whittier Trust
California
$59M +$271K +912 +0.5%
MAA
321
Mraz Amerine & Associates
California
$59M -$584K -1,966 -1%
TBC
322
Tweedy, Browne Co
Connecticut
$59M -$590K -1,988 -1%
SCM
323
Smead Capital Management
Arizona
$58.3M +$4.82M +16,232 +9%
DP
324
DDD Partners
Washington
$58.3M +$993K +3,345 +2%
OC
325
Oppenheimer & Co
New York
$58.1M -$22.8M -76,635 -29%

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.